GeoWealth Management’s Ecopetrol EC Stock Holding History

GeoWealth Management’s Portfolio EC Stock Details EC Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q4	–	Sell	-315	Closed	-$2.81K	–	1818
2024 Q3	$2.81K	Buy	+315	New	+$3.19K	﹤0.01%	1524

Other funds holding EC

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

Arrowstreet Capital Boston, Massachusetts $225B AUM 49.49% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Mirae Asset Global ETFs Holdings Causeway Bay, Hong Kong $83.9B AUM 60.43% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

D.E. Shaw & Co New York $210B AUM 57.28% 1-Year Est. Return

MCP

Militia Capital Partners Las Vegas, Nevada $435M AUM 65.91% 1-Year Est. Return

GeoWealth Management's EC Position: Q4 2024 in Review

GeoWealth Management sold out of Ecopetrol (EC) in Q4 2024, closing a stake of 315 shares — an estimated $2.81K sold.

GeoWealth Management first reported a position in EC in Q3 2024 and held it in 1 quarter. The position peaked at $2.81K in Q3 2024. 125 funds tracked by Wall St. Rank hold EC as of Q4 2024.

GeoWealth Management reported no remaining Ecopetrol position as of Q4 2024 after selling out during the quarter.
GeoWealth Management sold 315 Ecopetrol shares in Q4 2024, an estimated $2.81K.
GeoWealth Management first reported a position in Ecopetrol in Q3 2024 and held it in 1 quarter.
GeoWealth Management's Ecopetrol position peaked at $2.81K in Q3 2024.
125 funds tracked by Wall St. Rank held Ecopetrol as of Q4 2024.

Based on GeoWealth Management's 13F filing for Q4 2024, filed 13 Feb 2025.