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GeoWealth Management’s Exelon EXC Stock Holding History

GeoWealth Management’s Portfolio EXC Stock Details EXC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q4 		– Sell
-4,582
Closed -$206K – 785
2025
Q3 		$206K Sell
4,582
-20
-0.4% -$878 0.01% 686
2025
Q2 		$200K Buy
4,602
+2,195
+91% +$97.7K 0.01% 660
2025
Q1 		$111K Sell
2,407
-1,953
-45% -$81.6K ﹤0.01% 770
2024
Q4 		$164K Sell
4,360
-198
-4% -$7.68K 0.01% 829
2024
Q3 		$185K Sell
4,558
-597
-12% -$22.4K 0.01% 737
2024
Q2 		$178K Buy
5,155
+344
+7% +$12.7K 0.01% 711
2024
Q1 		$181K Buy
4,811
+1,976
+70% +$70.6K 0.01% 707
2023
Q4 		$102K Buy
+2,835
New +$109K 0.01% 588
2023
Q3 		– Sell
-45
Closed -$2K – 497
2023
Q2 		$2K Hold
45
– – ﹤0.01% 427
2023
Q1 		$2K Buy
+45
New +$1.88K ﹤0.01% 367

Other funds holding EXC

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
GQG Partners
GQG Partners Ft. Lauderdale, Florida $63.1B AUM 23.07% 1-Year Est. Return
Lazard Asset Management
Lazard Asset Management New York $60.8B AUM 22.47% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $303B AUM 30.15% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

GeoWealth Management's EXC Position: Q4 2025 in Review

GeoWealth Management sold out of Exelon (EXC) in Q4 2025, closing a stake of 4,582 shares — an estimated $206K sold.

GeoWealth Management first reported a position in EXC in Q1 2023 and held it in 10 quarters. The position peaked at $206K in Q3 2025. 1,248 funds tracked by Wall St. Rank hold EXC as of Q4 2025.

  • GeoWealth Management reported no remaining Exelon position as of Q4 2025 after selling out during the quarter.
  • GeoWealth Management sold 4,582 Exelon shares in Q4 2025, an estimated $206K.
  • GeoWealth Management first reported a position in Exelon in Q1 2023 and held it in 10 quarters.
  • GeoWealth Management's Exelon position peaked at $206K in Q3 2025.
  • 1,248 funds tracked by Wall St. Rank held Exelon as of Q4 2025.

Based on GeoWealth Management's 13F filing for Q4 2025, filed 17 Feb 2026.