GeoWealth Management’s Delek Logistics DKL Stock Holding History

GeoWealth Management’s Portfolio DKL Stock Details DKL Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q1	–	Sell	-4,867	Closed	-$206K	–	1250
2024 Q4	$206K	Buy	+4,867	New	+$194K	0.01%	757

Other funds holding DKL

ALPS Advisors Denver, Colorado $21.3B AUM 21.71% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Mirae Asset Global ETFs Holdings Causeway Bay, Hong Kong $73.7B AUM 53.56% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return

ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

ING Group Amsterdam, Netherlands $16.4B AUM 34.6% 1-Year Est. Return

Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return

GeoWealth Management's DKL Position: Q1 2025 in Review

GeoWealth Management sold out of Delek Logistics (DKL) in Q1 2025, closing a stake of 4,867 shares — an estimated $206K sold.

GeoWealth Management first reported a position in DKL in Q4 2024 and held it in 1 quarter. The position peaked at $206K in Q4 2024. 84 funds tracked by Wall St. Rank hold DKL as of Q1 2025.

GeoWealth Management reported no remaining Delek Logistics position as of Q1 2025 after selling out during the quarter.
GeoWealth Management sold 4,867 Delek Logistics shares in Q1 2025, an estimated $206K.
GeoWealth Management first reported a position in Delek Logistics in Q4 2024 and held it in 1 quarter.
GeoWealth Management's Delek Logistics position peaked at $206K in Q4 2024.
84 funds tracked by Wall St. Rank held Delek Logistics as of Q1 2025.

Based on GeoWealth Management's 13F filing for Q1 2025, filed 9 May 2025.