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GeoWealth Management’s Fluor FLR Stock Holding History

GeoWealth Management’s Portfolio FLR Stock Details FLR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q3 		– Sell
-2,184
Closed -$112K – 926
2025
Q2 		$112K Buy
+2,184
New +$87.1K ﹤0.01% 789
2025
Q1 		– Sell
-2,589
Closed -$128K – 1315
2024
Q4 		$128K Buy
+2,589
New +$136K ﹤0.01% 902

Other funds holding FLR

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
DCM
DME Capital Management New York $3.19B AUM 23.22% 1-Year Est. Return
RCMNY
Rubric Capital Management (New York) New York $9.44B AUM 68.42% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

GeoWealth Management's FLR Position: Q3 2025 in Review

GeoWealth Management sold out of Fluor (FLR) in Q3 2025, closing a stake of 2,184 shares — an estimated $112K sold.

GeoWealth Management first reported a position in FLR in Q4 2024 and held it in 2 quarters. The position peaked at $128K in Q4 2024. 489 funds tracked by Wall St. Rank hold FLR as of Q3 2025.

  • GeoWealth Management reported no remaining Fluor position as of Q3 2025 after selling out during the quarter.
  • GeoWealth Management sold 2,184 Fluor shares in Q3 2025, an estimated $112K.
  • GeoWealth Management first reported a position in Fluor in Q4 2024 and held it in 2 quarters.
  • GeoWealth Management's Fluor position peaked at $128K in Q4 2024.
  • 489 funds tracked by Wall St. Rank held Fluor as of Q3 2025.

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