GeoWealth Management’s Fortive FTV Stock Holding History

GeoWealth Management’s Portfolio FTV Stock Details FTV Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q3	–	Sell	-816	Closed	-$42.5K	–	941
2025 Q2	$42.5K	Sell	816 -199	-20%	-$10.4K	﹤0.01%	972
2025 Q1	$56K	Sell	1,015 -1,638	-62%	-$96.2K	﹤0.01%	879
2024 Q4	$150K	Sell	2,653 -203	-7%	-$11.7K	﹤0.01%	857
2024 Q3	$170K	Buy	+2,856	New	+$157K	0.01%	761
2024 Q2	–	Sell	-4,302	Closed	-$279K	–	893
2024 Q1	$279K	Buy	+4,302	New	+$261K	0.01%	591
2023 Q2	–	Sell	-62	Closed	-$3K	–	448
2023 Q1	$3K	Sell	62 -8,755	-99%	-$440K	﹤0.01%	360
2022 Q4	$427K	Buy	+8,817	New	+$427K	0.05%	161

Other funds holding FTV

Dodge & Cox San Francisco, California $191B AUM 17.5% 1-Year Est. Return

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

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Viking Global Investors Stamford, Connecticut $35.1B AUM 21.36% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Flossbach Von Storch Cologne, Germany $22.1B AUM 6.81% 1-Year Est. Return

Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $33B AUM 40.62% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

GeoWealth Management's FTV Position: Q3 2025 in Review

GeoWealth Management sold out of Fortive (FTV) in Q3 2025, closing a stake of 816 shares — an estimated $42.5K sold.

GeoWealth Management first reported a position in FTV in Q4 2022 and held it in 7 quarters. The position peaked at $427K in Q4 2022. 737 funds tracked by Wall St. Rank hold FTV as of Q3 2025.

GeoWealth Management reported no remaining Fortive position as of Q3 2025 after selling out during the quarter.
GeoWealth Management sold 816 Fortive shares in Q3 2025, an estimated $42.5K.
GeoWealth Management first reported a position in Fortive in Q4 2022 and held it in 7 quarters.
GeoWealth Management's Fortive position peaked at $427K in Q4 2022.
737 funds tracked by Wall St. Rank held Fortive as of Q3 2025.

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