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GeoWealth Management’s Fair Isaac FICO Stock Holding History

GeoWealth Management’s Portfolio FICO Stock Details FICO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q3 		– Sell
-42
Closed -$76.8K – 921
2025
Q2 		$76.8K Sell
42
-26
-38% -$48.8K ﹤0.01% 870
2025
Q1 		$125K Buy
68
+10
+17% +$18.5K 0.01% 752
2024
Q4 		$115K Sell
58
-27
-32% -$57.7K ﹤0.01% 925
2024
Q3 		$165K Buy
85
+25
+42% +$42.8K 0.01% 769
2024
Q2 		$89.3K Sell
60
-18
-23% -$23.3K ﹤0.01% 781
2024
Q1 		$97.5K Sell
78
-27
-26% -$33.8K ﹤0.01% 772
2023
Q4 		$121K Buy
+105
New +$106K 0.01% 565

Other funds holding FICO

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
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
VFCM
Valley Forge Capital Management Miami, Florida $3.38B AUM 15.93% 1-Year Est. Return
Edgewood Management
Edgewood Management Greenwich, Connecticut $15.5B AUM 9.67% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

GeoWealth Management's FICO Position: Q3 2025 in Review

GeoWealth Management sold out of Fair Isaac (FICO) in Q3 2025, closing a stake of 42 shares — an estimated $76.8K sold.

GeoWealth Management first reported a position in FICO in Q4 2023 and held it in 7 quarters. The position peaked at $165K in Q3 2024. 937 funds tracked by Wall St. Rank hold FICO as of Q3 2025.

  • GeoWealth Management reported no remaining Fair Isaac position as of Q3 2025 after selling out during the quarter.
  • GeoWealth Management sold 42 Fair Isaac shares in Q3 2025, an estimated $76.8K.
  • GeoWealth Management first reported a position in Fair Isaac in Q4 2023 and held it in 7 quarters.
  • GeoWealth Management's Fair Isaac position peaked at $165K in Q3 2024.
  • 937 funds tracked by Wall St. Rank held Fair Isaac as of Q3 2025.

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