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GeoWealth Management’s Encompass Health EHC Stock Holding History

GeoWealth Management’s Portfolio EHC Stock Details EHC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q1 		– Sell
-169
Closed -$15.6K – 1265
2024
Q4 		$15.6K Buy
169
+73
+76% +$7.17K ﹤0.01% 1424
2024
Q3 		$9.28K Buy
+96
New +$8.63K ﹤0.01% 1381

Other funds holding EHC

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
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

GeoWealth Management's EHC Position: Q1 2025 in Review

GeoWealth Management sold out of Encompass Health (EHC) in Q1 2025, closing a stake of 169 shares — an estimated $15.6K sold.

GeoWealth Management first reported a position in EHC in Q3 2024 and held it in 2 quarters. The position peaked at $15.6K in Q4 2024. 537 funds tracked by Wall St. Rank hold EHC as of Q1 2025.

  • GeoWealth Management reported no remaining Encompass Health position as of Q1 2025 after selling out during the quarter.
  • GeoWealth Management sold 169 Encompass Health shares in Q1 2025, an estimated $15.6K.
  • GeoWealth Management first reported a position in Encompass Health in Q3 2024 and held it in 2 quarters.
  • GeoWealth Management's Encompass Health position peaked at $15.6K in Q4 2024.
  • 537 funds tracked by Wall St. Rank held Encompass Health as of Q1 2025.

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