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 Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Pzena Investment Management

Pzena Investment Management New York $30.8B AUM 11.29% 1-Year Est. Return

Geode Capital Management

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

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

Capital Research Global Investors

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

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

UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return