GeoWealth Management
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GeoWealth Management’s State Street Global Allocation ETF GAL Stock Holding History

GeoWealth Management’s Portfolio GAL Stock Details GAL Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q3 		– Sell
-5,464
Closed -$236K – 1707
2024
Q2 		$236K Buy
+5,464
New +$235K 0.01% 640
2023
Q4 		– Sell
-6,054
Closed -$231K – 693
2023
Q3 		$231K Buy
+6,054
New +$241K 0.03% 269

Other funds holding GAL

Mesirow Financial Investment Management
Mesirow Financial Investment Management Chicago, Illinois $6.37B AUM 23.22% 1-Year Est. Return
Raymond James & Associates
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
First Foundation Advisors
First Foundation Advisors Irvine, California $2.78B AUM 23.76% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Bright Financial Advisors
Bright Financial Advisors Portage, Michigan $239M AUM 11.59% 1-Year Est. Return
Golden State Equity Partners
Golden State Equity Partners South Coast Metro, California $37.1M AUM 20.75% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Taylor Financial Group
Taylor Financial Group Roanoke, Virginia $182M AUM 21.76% 1-Year Est. Return

GeoWealth Management's GAL Position: Q3 2024 in Review

GeoWealth Management sold out of State Street Global Allocation ETF (GAL) in Q3 2024, closing a stake of 5,464 shares — an estimated $236K sold.

GeoWealth Management first reported a position in GAL in Q3 2023 and held it in 2 quarters. The position peaked at $236K in Q2 2024. 52 funds tracked by Wall St. Rank hold GAL as of Q3 2024.

  • GeoWealth Management reported no remaining State Street Global Allocation ETF position as of Q3 2024 after selling out during the quarter.
  • GeoWealth Management sold 5,464 State Street Global Allocation ETF shares in Q3 2024, an estimated $236K.
  • GeoWealth Management first reported a position in State Street Global Allocation ETF in Q3 2023 and held it in 2 quarters.
  • GeoWealth Management's State Street Global Allocation ETF position peaked at $236K in Q2 2024.
  • 52 funds tracked by Wall St. Rank held State Street Global Allocation ETF as of Q3 2024.

Based on GeoWealth Management's 13F filing for Q3 2024, filed 12 Nov 2024.