GM
FLEX icon

GeoWealth Management’s Flex FLEX Stock Holding History

GeoWealth Management’s Portfolio FLEX Stock Details FLEX Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$522K Buy
3,219
+1,110
+53% +$135K 0.02% 487
2026
Q1 		$138K Buy
+2,109
New +$135K 0.01% 770
2025
Q3 		– Sell
-1,202
Closed -$60K – 923
2025
Q2 		$60K Buy
1,202
+21
+2% +$818 ﹤0.01% 908
2025
Q1 		$39.1K Sell
1,181
-5,196
-81% -$204K ﹤0.01% 919
2024
Q4 		$245K Buy
6,377
+5,667
+798% +$210K 0.01% 685
2024
Q3 		$23.7K Buy
+710
New +$21.8K ﹤0.01% 1250

Other funds holding FLEX

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Primecap Management
Primecap Management Pasadena, California $169B AUM 114.72% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
JT
Jupiter Topco New York $245B AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return

GeoWealth Management's FLEX Position: Q2 2026 in Review

GeoWealth Management increased its Flex (FLEX) stake by 53% in Q2 2026, buying an estimated $135K and bringing the position to 3,219 shares worth $522K. The position accounts for 0.02% of the portfolio, ranked #487.

GeoWealth Management first reported a position in FLEX in Q3 2024 and has held it in 6 quarters since. 1,113 funds tracked by Wall St. Rank hold FLEX as of Q2 2026.

  • GeoWealth Management held 3,219 shares of Flex worth $522K as of Q2 2026.
  • GeoWealth Management bought 1,110 Flex shares in Q2 2026, an estimated $135K.
  • Flex made up 0.02% of GeoWealth Management's portfolio in Q2 2026, its #487 holding.
  • GeoWealth Management first reported a position in Flex in Q3 2024 and has held it in 6 quarters since.
  • 1,113 funds tracked by Wall St. Rank held Flex as of Q2 2026.

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