GeoWealth Management’s Exponent EXPO Stock Holding History

GeoWealth Management’s Portfolio EXPO Stock Details EXPO Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q4	–	Sell	-53	Closed	-$6.11K	–	1822
2024 Q3	$6.11K	Buy	+53	New	+$5.54K	﹤0.01%	1430

Other funds holding EXPO

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

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Kayne Anderson Rudnick Investment Management Los Angeles, California $34B AUM 6.31% 1-Year Est. Return

CCA

Conestoga Capital Advisors Wayne, Pennsylvania $5.01B AUM 6.26% 1-Year Est. Return

Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

GCM

Geneva Capital Management Milwaukee, Wisconsin $4.71B AUM 6.32% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

GeoWealth Management's EXPO Position: Q4 2024 in Review

GeoWealth Management sold out of Exponent (EXPO) in Q4 2024, closing a stake of 53 shares — an estimated $6.11K sold.

GeoWealth Management first reported a position in EXPO in Q3 2024 and held it in 1 quarter. The position peaked at $6.11K in Q3 2024. 369 funds tracked by Wall St. Rank hold EXPO as of Q4 2024.

GeoWealth Management reported no remaining Exponent position as of Q4 2024 after selling out during the quarter.
GeoWealth Management sold 53 Exponent shares in Q4 2024, an estimated $6.11K.
GeoWealth Management first reported a position in Exponent in Q3 2024 and held it in 1 quarter.
GeoWealth Management's Exponent position peaked at $6.11K in Q3 2024.
369 funds tracked by Wall St. Rank held Exponent as of Q4 2024.

Based on GeoWealth Management's 13F filing for Q4 2024, filed 13 Feb 2025.