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
2026 Q2	$1M	Buy	+21,546	New	+$997K	0.03%	326
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

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Lazard Asset Management New York $66.1B AUM 33.53% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

GQG Partners Ft. Lauderdale, Florida $53.8B AUM 19.23% 1-Year Est. Return

GeoWealth Management's EXC Position: Q2 2026 in Review

GeoWealth Management opened a new position in Exelon (EXC) in Q2 2026: 21,546 shares worth $1M. The stake represents 0.03% of the portfolio and ranks #326 among its holdings. This is a return to the name: GeoWealth Management previously reported a position in EXC as recently as Q3 2025.

GeoWealth Management first reported a position in EXC in Q1 2023 and has held it in 11 quarters since. 1,291 funds tracked by Wall St. Rank hold EXC as of Q2 2026.

GeoWealth Management held 21,546 shares of Exelon worth $1M as of Q2 2026.
Exelon was a new GeoWealth Management position in Q2 2026.
Exelon made up 0.03% of GeoWealth Management's portfolio in Q2 2026, its #326 holding.
GeoWealth Management first reported a position in Exelon in Q1 2023 and has held it in 11 quarters since.
1,291 funds tracked by Wall St. Rank held Exelon as of Q2 2026.

Based on GeoWealth Management's 13F filing for Q2 2026, filed 30 Jul 2026.