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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
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
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $761B AUM 31.28% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return