GeoWealth Management’s Freshpet FRPT Stock Holding History

GeoWealth Management’s Portfolio FRPT Stock Details FRPT Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q1	–	Sell	-824	Closed	-$122K	–	1329
2024 Q4	$122K	Buy	+824	New	+$120K	﹤0.01%	911

Other funds holding FRPT

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

WCM Investment Management Laguna Beach, California $43.8B AUM 42.28% 1-Year Est. Return

Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

CIP

Champlain Investment Partners Burlington, Vermont $7.88B AUM 6.82% 1-Year Est. Return

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Marshall Wace London, United Kingdom $100B AUM 35.1% 1-Year Est. Return

GeoWealth Management's FRPT Position: Q1 2025 in Review

GeoWealth Management sold out of Freshpet (FRPT) in Q1 2025, closing a stake of 824 shares — an estimated $122K sold.

GeoWealth Management first reported a position in FRPT in Q4 2024 and held it in 1 quarter. The position peaked at $122K in Q4 2024. 351 funds tracked by Wall St. Rank hold FRPT as of Q1 2025.

GeoWealth Management reported no remaining Freshpet position as of Q1 2025 after selling out during the quarter.
GeoWealth Management sold 824 Freshpet shares in Q1 2025, an estimated $122K.
GeoWealth Management first reported a position in Freshpet in Q4 2024 and held it in 1 quarter.
GeoWealth Management's Freshpet position peaked at $122K in Q4 2024.
351 funds tracked by Wall St. Rank held Freshpet as of Q1 2025.

Based on GeoWealth Management's 13F filing for Q1 2025, filed 9 May 2025.