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GeoWealth Management’s Invesco CurrencyShares Swiss Franc Trust FXF Stock Holding History

GeoWealth Management’s Portfolio FXF Stock Details FXF Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q4 		– Sell
-743
Closed -$78K – 1835
2024
Q3 		$78K Buy
+743
New +$76.3K ﹤0.01% 953

Other funds holding FXF

ATPW
Ashton Thomas Private Wealth Scottsdale, Arizona $4.23B AUM 20.9% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
CIBC World Market
CIBC World Market Toronto, Ontario, Canada $61.3B AUM 39.33% 1-Year Est. Return
FTUS
Flow Traders U.S. New York $3.16B AUM 19.52% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $89.9B AUM 20.5% 1-Year Est. Return
NC
NewSquare Capital Newtown Square, Pennsylvania $1.15B AUM 24.78% 1-Year Est. Return
CAPTRUST Financial Advisors
CAPTRUST Financial Advisors Raleigh, North Carolina $57.3B AUM 18.32% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

GeoWealth Management's FXF Position: Q4 2024 in Review

GeoWealth Management sold out of Invesco CurrencyShares Swiss Franc Trust (FXF) in Q4 2024, closing a stake of 743 shares — an estimated $78K sold.

GeoWealth Management first reported a position in FXF in Q3 2024 and held it in 1 quarter. The position peaked at $78K in Q3 2024. 42 funds tracked by Wall St. Rank hold FXF as of Q4 2024.

  • GeoWealth Management reported no remaining Invesco CurrencyShares Swiss Franc Trust position as of Q4 2024 after selling out during the quarter.
  • GeoWealth Management sold 743 Invesco CurrencyShares Swiss Franc Trust shares in Q4 2024, an estimated $78K.
  • GeoWealth Management first reported a position in Invesco CurrencyShares Swiss Franc Trust in Q3 2024 and held it in 1 quarter.
  • GeoWealth Management's Invesco CurrencyShares Swiss Franc Trust position peaked at $78K in Q3 2024.
  • 42 funds tracked by Wall St. Rank held Invesco CurrencyShares Swiss Franc Trust as of Q4 2024.

Based on GeoWealth Management's 13F filing for Q4 2024, filed 13 Feb 2025.