GeoWealth Management’s Equinor EQNR Stock Holding History

GeoWealth Management’s Portfolio EQNR Stock Details EQNR Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q1	–	Sell	-1,372	Closed	-$32.5K	–	1279
2024 Q4	$32.5K	Buy	1,372 +985	+255%	+$23.7K	﹤0.01%	1273
2024 Q3	$9.8K	Buy	+387	New	+$10.2K	﹤0.01%	1371

Other funds holding EQNR

Folketrygdfondet Oslo Norway, Norway $5.64B AUM 47.16% 1-Year Est. Return

Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

EARNEST Partners Atlanta, Georgia $24.3B AUM 34.41% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Voloridge Investment Management Jupiter, Florida $25B AUM 28.08% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

GeoWealth Management's EQNR Position: Q1 2025 in Review

GeoWealth Management sold out of Equinor (EQNR) in Q1 2025, closing a stake of 1,372 shares — an estimated $32.5K sold.

GeoWealth Management first reported a position in EQNR in Q3 2024 and held it in 2 quarters. The position peaked at $32.5K in Q4 2024. 331 funds tracked by Wall St. Rank hold EQNR as of Q1 2025.

GeoWealth Management reported no remaining Equinor position as of Q1 2025 after selling out during the quarter.
GeoWealth Management sold 1,372 Equinor shares in Q1 2025, an estimated $32.5K.
GeoWealth Management first reported a position in Equinor in Q3 2024 and held it in 2 quarters.
GeoWealth Management's Equinor position peaked at $32.5K in Q4 2024.
331 funds tracked by Wall St. Rank held Equinor as of Q1 2025.

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