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GeoWealth Management’s FirstEnergy FE Stock Holding History

GeoWealth Management’s Portfolio FE Stock Details FE Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$382K Buy
8,043
+575
+8% +$27.3K 0.01% 574
2026
Q1 		$378K Buy
7,468
+3,716
+99% +$180K 0.01% 537
2025
Q4 		$168K Sell
3,752
-2,741
-42% -$126K 0.01% 690
2025
Q3 		$298K Buy
6,493
+179
+3% +$7.64K 0.01% 594
2025
Q2 		$254K Buy
6,314
+1,583
+33% +$65.3K 0.01% 590
2025
Q1 		$191K Sell
4,731
-565
-11% -$22.5K 0.01% 672
2024
Q4 		$211K Buy
5,296
+19
+0.4% +$794 0.01% 747
2024
Q3 		$234K Sell
5,277
-164
-3% -$6.9K 0.01% 670
2024
Q2 		$208K Buy
5,441
+410
+8% +$15.9K 0.01% 669
2024
Q1 		$194K Buy
5,031
+445
+10% +$16.6K 0.01% 693
2023
Q4 		$168K Buy
4,586
+1,532
+50% +$55.5K 0.01% 529
2023
Q3 		$105K Sell
3,054
-94
-3% -$3.5K 0.01% 329
2023
Q2 		$123K Sell
3,148
-20
-0.6% -$785 0.01% 272
2023
Q1 		$127K Buy
+3,168
New +$128K 0.01% 232

Other funds holding FE

Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Blackstone Inc
Blackstone Inc New York $32.9B AUM 23.66% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Boston Partners
Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Allspring Global Investments
Allspring Global Investments Charlotte, North Carolina $65.2B AUM 39.42% 1-Year Est. Return

GeoWealth Management's FE Position: Q2 2026 in Review

GeoWealth Management increased its FirstEnergy (FE) stake by 7.7% in Q2 2026, buying an estimated $27.3K and bringing the position to 8,043 shares worth $382K. The position accounts for 0.01% of the portfolio, ranked #574.

GeoWealth Management first reported a position in FE in Q1 2023 and has held it in 14 quarters since. 930 funds tracked by Wall St. Rank hold FE as of Q2 2026.

  • GeoWealth Management held 8,043 shares of FirstEnergy worth $382K as of Q2 2026.
  • GeoWealth Management bought 575 FirstEnergy shares in Q2 2026, an estimated $27.3K.
  • FirstEnergy made up 0.01% of GeoWealth Management's portfolio in Q2 2026, its #574 holding.
  • GeoWealth Management first reported a position in FirstEnergy in Q1 2023 and has held it in 14 quarters since.
  • 930 funds tracked by Wall St. Rank held FirstEnergy as of Q2 2026.

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