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GeoWealth Management’s Descartes Systems DSGX Stock Holding History

GeoWealth Management’s Portfolio DSGX Stock Details DSGX Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q1 		– Sell
-341
Closed -$38.7K – 1253
2024
Q4 		$38.7K Buy
341
+132
+63% +$14.7K ﹤0.01% 1231
2024
Q3 		$21.5K Buy
+209
New +$20.8K ﹤0.01% 1267

Other funds holding DSGX

T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Mackenzie Financial
Mackenzie Financial Toronto Ontario, Ontario, Canada $83.3B AUM 31.19% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
DCP
Durable Capital Partners Bethesda, Maryland $9.71B AUM 26.27% 1-Year Est. Return
CCA
Conestoga Capital Advisors Wayne, Pennsylvania $5.01B AUM 6.26% 1-Year Est. Return
Fiera Capital (Canada)
Fiera Capital (Canada) Montreal, Quebec, Canada $29.2B AUM 20.16% 1-Year Est. Return
JFL
Jarislowsky, Fraser Ltd Montreal, Quebec, Canada $18.2B AUM 22.04% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return
Primecap Management
Primecap Management Pasadena, California $127B AUM 44.11% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

GeoWealth Management's DSGX Position: Q1 2025 in Review

GeoWealth Management sold out of Descartes Systems (DSGX) in Q1 2025, closing a stake of 341 shares — an estimated $38.7K sold.

GeoWealth Management first reported a position in DSGX in Q3 2024 and held it in 2 quarters. The position peaked at $38.7K in Q4 2024. 357 funds tracked by Wall St. Rank hold DSGX as of Q1 2025.

  • GeoWealth Management reported no remaining Descartes Systems position as of Q1 2025 after selling out during the quarter.
  • GeoWealth Management sold 341 Descartes Systems shares in Q1 2025, an estimated $38.7K.
  • GeoWealth Management first reported a position in Descartes Systems in Q3 2024 and held it in 2 quarters.
  • GeoWealth Management's Descartes Systems position peaked at $38.7K in Q4 2024.
  • 357 funds tracked by Wall St. Rank held Descartes Systems as of Q1 2025.

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