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GeoWealth Management’s DT Midstream DTM Stock Holding History

GeoWealth Management’s Portfolio DTM Stock Details DTM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$81K Sell
552
-174
-24% -$24.6K ﹤0.01% 844
2026
Q1 		$97.8K Buy
726
+30
+4% +$3.91K ﹤0.01% 790
2025
Q4 		$83.3K Sell
696
-66
-9% -$7.58K ﹤0.01% 726
2025
Q3 		$86.2K Buy
762
+40
+6% +$4.18K ﹤0.01% 730
2025
Q2 		$79.4K Sell
722
-117
-14% -$11.8K ﹤0.01% 860
2025
Q1 		$80.9K Sell
839
-639
-43% -$63.9K ﹤0.01% 827
2024
Q4 		$147K Sell
1,478
-78
-5% -$7.43K ﹤0.01% 865
2024
Q3 		$122K Buy
+1,556
New +$116K ﹤0.01% 848

Other funds holding DTM

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $150B AUM 40.08% 1-Year Est. Return
TCA
Tortoise Capital Advisors Overland Park, Kansas $9.84B AUM 26.47% 1-Year Est. Return
Blackstone Inc
Blackstone Inc New York $32.9B AUM 23.66% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

GeoWealth Management's DTM Position: Q2 2026 in Review

GeoWealth Management reduced its DT Midstream (DTM) stake by 24% in Q2 2026, selling an estimated $24.6K and leaving 552 shares worth $81K. The position accounts for ﹤0.01% of the portfolio, ranked #844.

GeoWealth Management first reported a position in DTM in Q3 2024 and has held it in 8 quarters since. The position peaked at $147K in Q4 2024. 712 funds tracked by Wall St. Rank hold DTM as of Q2 2026.

  • GeoWealth Management held 552 shares of DT Midstream worth $81K as of Q2 2026.
  • GeoWealth Management sold 174 DT Midstream shares in Q2 2026, an estimated $24.6K.
  • DT Midstream made up ﹤0.01% of GeoWealth Management's portfolio in Q2 2026, its #844 holding.
  • GeoWealth Management first reported a position in DT Midstream in Q3 2024 and has held it in 8 quarters since.
  • GeoWealth Management's DT Midstream position peaked at $147K in Q4 2024.
  • 712 funds tracked by Wall St. Rank held DT Midstream as of Q2 2026.

Based on GeoWealth Management's 13F filing for Q2 2026, filed 30 Jul 2026.