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GeoWealth Management’s Erie Indemnity ERIE Stock Holding History

GeoWealth Management’s Portfolio ERIE Stock Details ERIE Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		– Sell
-784
Closed -$329K – 1235
2025
Q1 		$329K Buy
+784
New +$320K 0.01% 525
2024
Q4 		– Sell
-138
Closed -$74.5K – 1820
2024
Q3 		$74.5K Buy
+138
New +$62.8K ﹤0.01% 959

Other funds holding ERIE

PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
CAM
Cresset Asset Management Chicago, Illinois $27.6B AUM 31.92% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
ProShare Advisors
ProShare Advisors Bethesda, Maryland $69.2B AUM 41.24% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

GeoWealth Management's ERIE Position: Q2 2025 in Review

GeoWealth Management sold out of Erie Indemnity (ERIE) in Q2 2025, closing a stake of 784 shares — an estimated $329K sold.

GeoWealth Management first reported a position in ERIE in Q3 2024 and held it in 2 quarters. The position peaked at $329K in Q1 2025. 411 funds tracked by Wall St. Rank hold ERIE as of Q2 2025.

  • GeoWealth Management reported no remaining Erie Indemnity position as of Q2 2025 after selling out during the quarter.
  • GeoWealth Management sold 784 Erie Indemnity shares in Q2 2025, an estimated $329K.
  • GeoWealth Management first reported a position in Erie Indemnity in Q3 2024 and held it in 2 quarters.
  • GeoWealth Management's Erie Indemnity position peaked at $329K in Q1 2025.
  • 411 funds tracked by Wall St. Rank held Erie Indemnity as of Q2 2025.

Based on GeoWealth Management's 13F filing for Q2 2025, filed 13 Aug 2025.