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GeoWealth Management’s Element Solutions ESI Stock Holding History

GeoWealth Management’s Portfolio ESI Stock Details ESI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		– Sell
-1,244
Closed -$28.1K – 1236
2025
Q1 		$28.1K Buy
1,244
+765
+160% +$19.6K ﹤0.01% 952
2024
Q4 		$12.2K Buy
+479
New +$12.9K ﹤0.01% 1462

Other funds holding ESI

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
GCM
Gates Capital Management New York $3.66B AUM 12.63% 1-Year Est. Return
SAM
Silvercrest Asset Management New York $13.8B AUM 28.39% 1-Year Est. Return
ICP
Ilex Capital Partners London, United Kingdom $4.06B AUM 6.11% 1-Year Est. Return

GeoWealth Management's ESI Position: Q2 2025 in Review

GeoWealth Management sold out of Element Solutions (ESI) in Q2 2025, closing a stake of 1,244 shares — an estimated $28.1K sold.

GeoWealth Management first reported a position in ESI in Q4 2024 and held it in 2 quarters. The position peaked at $28.1K in Q1 2025. 354 funds tracked by Wall St. Rank hold ESI as of Q2 2025.

  • GeoWealth Management reported no remaining Element Solutions position as of Q2 2025 after selling out during the quarter.
  • GeoWealth Management sold 1,244 Element Solutions shares in Q2 2025, an estimated $28.1K.
  • GeoWealth Management first reported a position in Element Solutions in Q4 2024 and held it in 2 quarters.
  • GeoWealth Management's Element Solutions position peaked at $28.1K in Q1 2025.
  • 354 funds tracked by Wall St. Rank held Element Solutions as of Q2 2025.

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