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GeoWealth Management’s F&G Annuities & Life FG Stock Holding History

GeoWealth Management’s Portfolio FG Stock Details FG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q3 		– Sell
-40
Closed -$1.28K – 920
2025
Q2 		$1.28K Hold
40
– – ﹤0.01% 1167
2025
Q1 		$1.44K Sell
40
-26
-39% -$1.09K ﹤0.01% 1032
2024
Q4 		$2.73K Hold
66
– – ﹤0.01% 1618
2024
Q3 		$2.95K Buy
+66
New +$2.73K ﹤0.01% 1516

Other funds holding FG

FNF
Fidelity National Financial Jacksonville, Florida $3.16B AUM 17.75% 1-Year Est. Return
BWA
Brave Warrior Advisors New York $4.59B AUM 9.32% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return
Hotchkis & Wiley Capital Management
Hotchkis & Wiley Capital Management Los Angeles, California $34.3B AUM 22.63% 1-Year Est. Return

GeoWealth Management's FG Position: Q3 2025 in Review

GeoWealth Management sold out of F&G Annuities & Life (FG) in Q3 2025, closing a stake of 40 shares — an estimated $1.28K sold.

GeoWealth Management first reported a position in FG in Q3 2024 and held it in 4 quarters. The position peaked at $2.95K in Q3 2024. 227 funds tracked by Wall St. Rank hold FG as of Q3 2025.

  • GeoWealth Management reported no remaining F&G Annuities & Life position as of Q3 2025 after selling out during the quarter.
  • GeoWealth Management sold 40 F&G Annuities & Life shares in Q3 2025, an estimated $1.28K.
  • GeoWealth Management first reported a position in F&G Annuities & Life in Q3 2024 and held it in 4 quarters.
  • GeoWealth Management's F&G Annuities & Life position peaked at $2.95K in Q3 2024.
  • 227 funds tracked by Wall St. Rank held F&G Annuities & Life as of Q3 2025.

Based on GeoWealth Management's 13F filing for Q3 2025, filed 13 Nov 2025.