GeoWealth Management’s Freshworks FRSH Stock Holding History

GeoWealth Management’s Portfolio FRSH Stock Details FRSH Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q1	–	Sell	-279	Closed	-$4.51K	–	1328
2024 Q4	$4.51K	Buy	+279	New	+$3.96K	﹤0.01%	1564

Other funds holding FRSH

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

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

Alphabet Inc Mountain View, California $4.02B AUM 215.74% 1-Year Est. Return

PXPO

Peak XV Partners Operations Trianon, Mauritius $110M AUM 43.09% 1-Year Est. Return

WCM

WestBridge Capital Management Trianon, Mauritius $79.5M AUM 32.13% 1-Year Est. Return

Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Eminence Capital New York $4.36B AUM 3.1% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

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

GeoWealth Management's FRSH Position: Q1 2025 in Review

GeoWealth Management sold out of Freshworks (FRSH) in Q1 2025, closing a stake of 279 shares — an estimated $4.51K sold.

GeoWealth Management first reported a position in FRSH in Q4 2024 and held it in 1 quarter. The position peaked at $4.51K in Q4 2024. 299 funds tracked by Wall St. Rank hold FRSH as of Q1 2025.

GeoWealth Management reported no remaining Freshworks position as of Q1 2025 after selling out during the quarter.
GeoWealth Management sold 279 Freshworks shares in Q1 2025, an estimated $4.51K.
GeoWealth Management first reported a position in Freshworks in Q4 2024 and held it in 1 quarter.
GeoWealth Management's Freshworks position peaked at $4.51K in Q4 2024.
299 funds tracked by Wall St. Rank held Freshworks as of Q1 2025.

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