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GeoWealth Management’s H.B. Fuller FUL Stock Holding History

GeoWealth Management’s Portfolio FUL Stock Details FUL Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q1 		– Sell
-49
Closed -$3.31K – 1339
2024
Q4 		$3.31K Sell
49
-23
-32% -$1.73K ﹤0.01% 1598
2024
Q3 		$5.72K Buy
+72
New +$5.85K ﹤0.01% 1441

Other funds holding FUL

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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
MPI
Mairs & Power Inc St Paul, Minnesota $9.79B AUM 20.6% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management Los Angeles, California $34B AUM 6.31% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

GeoWealth Management's FUL Position: Q1 2025 in Review

GeoWealth Management sold out of H.B. Fuller (FUL) in Q1 2025, closing a stake of 49 shares — an estimated $3.31K sold.

GeoWealth Management first reported a position in FUL in Q3 2024 and held it in 2 quarters. The position peaked at $5.72K in Q3 2024. 324 funds tracked by Wall St. Rank hold FUL as of Q1 2025.

  • GeoWealth Management reported no remaining H.B. Fuller position as of Q1 2025 after selling out during the quarter.
  • GeoWealth Management sold 49 H.B. Fuller shares in Q1 2025, an estimated $3.31K.
  • GeoWealth Management first reported a position in H.B. Fuller in Q3 2024 and held it in 2 quarters.
  • GeoWealth Management's H.B. Fuller position peaked at $5.72K in Q3 2024.
  • 324 funds tracked by Wall St. Rank held H.B. Fuller as of Q1 2025.

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