GeoWealth Management’s Fortinet FTNT Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q2
$351K Buy
+2,285
New +$264K 0.01% 604
2025
Q3
Sell
-2,463
Closed -$260K 939
2025
Q2
$260K Sell
2,463
-11,271
-82% -$1.14M 0.01% 582
2025
Q1
$1.32M Buy
13,734
+11,386
+485% +$1.15M 0.05% 214
2024
Q4
$222K Sell
2,348
-52
-2% -$4.63K 0.01% 728
2024
Q3
$186K Buy
+2,400
New +$164K 0.01% 735
2024
Q2
Sell
-3,412
Closed -$233K 892
2024
Q1
$233K Buy
+3,412
New +$227K 0.01% 633
2023
Q3
Sell
-401
Closed -$30K 499
2023
Q2
$30K Buy
+401
New +$27.3K ﹤0.01% 350

Other funds holding FTNT

GeoWealth Management's FTNT Position: Q2 2026 in Review

GeoWealth Management opened a new position in Fortinet (FTNT) in Q2 2026: 2,285 shares worth $351K. The stake represents 0.01% of the portfolio and ranks #604 among its holdings. This is a return to the name: GeoWealth Management previously reported a position in FTNT as recently as Q2 2025.

GeoWealth Management first reported a position in FTNT in Q2 2023 and has held it in 7 quarters since. The position peaked at $1.32M in Q1 2025. 1,583 funds tracked by Wall St. Rank hold FTNT as of Q2 2026.

  • GeoWealth Management held 2,285 shares of Fortinet worth $351K as of Q2 2026.
  • Fortinet was a new GeoWealth Management position in Q2 2026.
  • Fortinet made up 0.01% of GeoWealth Management's portfolio in Q2 2026, its #604 holding.
  • GeoWealth Management first reported a position in Fortinet in Q2 2023 and has held it in 7 quarters since.
  • GeoWealth Management's Fortinet position peaked at $1.32M in Q1 2025.
  • 1,583 funds tracked by Wall St. Rank held Fortinet as of Q2 2026.

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