GeoWealth Management’s Edison International EIX Stock Holding History

GeoWealth Management’s Portfolio EIX Stock Details EIX Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$1.57M	Sell	21,067 -4,847	-19%	-$346K	0.05%	223
2026 Q1	$1.9M	Buy	25,914 +13,752	+113%	+$927K	0.07%	164
2025 Q4	$730K	Buy	12,162 +8,389	+222%	+$481K	0.03%	355
2025 Q3	$209K	Buy	3,773 +3,385	+872%	+$183K	0.01%	683
2025 Q2	$20K	Sell	388 -3,747	-91%	-$205K	﹤0.01%	1061
2025 Q1	$244K	Sell	4,135 -5,231	-56%	-$301K	0.01%	605
2024 Q4	$748K	Sell	9,366 -436	-4%	-$36.4K	0.02%	376
2024 Q3	$854K	Sell	9,802 -284	-3%	-$23.1K	0.03%	340
2024 Q2	$724K	Buy	10,086 +3,643	+57%	+$264K	0.03%	343
2024 Q1	$456K	Buy	+6,443	New	+$440K	0.02%	465

Other funds holding EIX

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

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

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

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

GeoWealth Management's EIX Position: Q2 2026 in Review

GeoWealth Management reduced its Edison International (EIX) stake by 19% in Q2 2026, selling an estimated $346K and leaving 21,067 shares worth $1.57M. The position accounts for 0.05% of the portfolio, ranked #223.

GeoWealth Management first reported a position in EIX in Q1 2024 and has held it in 10 quarters since. The position peaked at $1.9M in Q1 2026. 1,079 funds tracked by Wall St. Rank hold EIX as of Q2 2026.

GeoWealth Management held 21,067 shares of Edison International worth $1.57M as of Q2 2026.
GeoWealth Management sold 4,847 Edison International shares in Q2 2026, an estimated $346K.
Edison International made up 0.05% of GeoWealth Management's portfolio in Q2 2026, its #223 holding.
GeoWealth Management first reported a position in Edison International in Q1 2024 and has held it in 10 quarters since.
GeoWealth Management's Edison International position peaked at $1.9M in Q1 2026.
1,079 funds tracked by Wall St. Rank held Edison International as of Q2 2026.

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