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GeoWealth Management’s Enterprise Products Partners EPD Stock Holding History

GeoWealth Management’s Portfolio EPD Stock Details EPD Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q1 		– Sell
-87
Closed -$2.73K – 1277
2024
Q4 		$2.73K Hold
87
– – ﹤0.01% 1619
2024
Q3 		$2.53K Buy
+87
New +$2.54K ﹤0.01% 1540

Other funds holding EPD

AA
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Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
Fayez Sarofim & Co
Fayez Sarofim & Co Houston, Texas $39.1B AUM 15.14% 1-Year Est. Return
Blackstone Inc
Blackstone Inc New York $25.6B AUM 26.83% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return
TCA
Tortoise Capital Advisors Overland Park, Kansas $9.6B AUM 19.53% 1-Year Est. Return
KACA
Kayne Anderson Capital Advisors Los Angeles, California $5.22B AUM 17.11% 1-Year Est. Return

GeoWealth Management's EPD Position: Q1 2025 in Review

GeoWealth Management sold out of Enterprise Products Partners (EPD) in Q1 2025, closing a stake of 87 shares — an estimated $2.73K sold.

GeoWealth Management first reported a position in EPD in Q3 2024 and held it in 2 quarters. The position peaked at $2.73K in Q4 2024. 1,474 funds tracked by Wall St. Rank hold EPD as of Q1 2025.

  • GeoWealth Management reported no remaining Enterprise Products Partners position as of Q1 2025 after selling out during the quarter.
  • GeoWealth Management sold 87 Enterprise Products Partners shares in Q1 2025, an estimated $2.73K.
  • GeoWealth Management first reported a position in Enterprise Products Partners in Q3 2024 and held it in 2 quarters.
  • GeoWealth Management's Enterprise Products Partners position peaked at $2.73K in Q4 2024.
  • 1,474 funds tracked by Wall St. Rank held Enterprise Products Partners as of Q1 2025.

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