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GeoWealth Management’s Dow Inc DOW Stock Holding History

GeoWealth Management’s Portfolio DOW Stock Details DOW Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q3 		– Sell
-930
Closed -$24.6K – 876
2025
Q2 		$24.6K Sell
930
-845
-48% -$24.6K ﹤0.01% 1037
2025
Q1 		$62K Sell
1,775
-3,380
-66% -$130K ﹤0.01% 866
2024
Q4 		$207K Sell
5,155
-2,145
-29% -$100K 0.01% 755
2024
Q3 		$399K Sell
7,300
-837
-10% -$44.2K 0.01% 522
2024
Q2 		$432K Buy
8,137
+1,108
+16% +$63.3K 0.02% 470
2024
Q1 		$407K Buy
7,029
+1,510
+27% +$83.4K 0.02% 492
2023
Q4 		$302K Buy
+5,519
New +$282K 0.03% 412
2022
Q3 		– Sell
-4,970
Closed -$256K – 354
2022
Q2 		$256K Sell
4,970
-370
-7% -$23.7K 0.03% 220
2022
Q1 		$340K Sell
5,340
-1,985
-27% -$120K 0.03% 251
2021
Q4 		$415K Buy
7,325
+105
+1% +$5.99K 0.03% 226
2021
Q3 		$415K Sell
7,220
-100
-1% -$6.12K 0.03% 235
2021
Q2 		$463K Buy
7,320
+1,073
+17% +$70.8K 0.06% 154
2021
Q1 		$399K Buy
+6,247
New +$374K 0.06% 139

Other funds holding DOW

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Pzena Investment Management
Pzena Investment Management New York $34.1B AUM 23.81% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

GeoWealth Management's DOW Position: Q3 2025 in Review

GeoWealth Management sold out of Dow Inc (DOW) in Q3 2025, closing a stake of 930 shares — an estimated $24.6K sold.

GeoWealth Management first reported a position in DOW in Q1 2021 and held it in 13 quarters. The position peaked at $463K in Q2 2021. 1,107 funds tracked by Wall St. Rank hold DOW as of Q3 2025.

  • GeoWealth Management reported no remaining Dow Inc position as of Q3 2025 after selling out during the quarter.
  • GeoWealth Management sold 930 Dow Inc shares in Q3 2025, an estimated $24.6K.
  • GeoWealth Management first reported a position in Dow Inc in Q1 2021 and held it in 13 quarters.
  • GeoWealth Management's Dow Inc position peaked at $463K in Q2 2021.
  • 1,107 funds tracked by Wall St. Rank held Dow Inc as of Q3 2025.

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