GM
DOCU

GeoWealth Management’s DocuSign DOCU Stock Holding History

GeoWealth Management’s Portfolio DOCU Stock Details DOCU Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q3 		– Sell
-676
Closed -$52.7K – 874
2025
Q2 		$52.7K Sell
676
-4,738
-88% -$383K ﹤0.01% 932
2025
Q1 		$441K Sell
5,414
-9,235
-63% -$809K 0.02% 451
2024
Q4 		$1.32M Buy
14,649
+14,333
+4,536% +$1.14M 0.04% 248
2024
Q3 		$19.6K Buy
+316
New +$17.7K ﹤0.01% 1283

Other funds holding DOCU

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
JCAM
Jericho Capital Asset Management New York $6.76B AUM 88.1% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
NMO
Newlands Management Operations Dallas, Texas $15.5B AUM 25.52% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

GeoWealth Management's DOCU Position: Q3 2025 in Review

GeoWealth Management sold out of DocuSign (DOCU) in Q3 2025, closing a stake of 676 shares — an estimated $52.7K sold.

GeoWealth Management first reported a position in DOCU in Q3 2024 and held it in 4 quarters. The position peaked at $1.32M in Q4 2024. 812 funds tracked by Wall St. Rank hold DOCU as of Q3 2025.

  • GeoWealth Management reported no remaining DocuSign position as of Q3 2025 after selling out during the quarter.
  • GeoWealth Management sold 676 DocuSign shares in Q3 2025, an estimated $52.7K.
  • GeoWealth Management first reported a position in DocuSign in Q3 2024 and held it in 4 quarters.
  • GeoWealth Management's DocuSign position peaked at $1.32M in Q4 2024.
  • 812 funds tracked by Wall St. Rank held DocuSign as of Q3 2025.

Based on GeoWealth Management's 13F filing for Q3 2025, filed 13 Nov 2025.