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GeoWealth Management’s Global Net Lease GNL Stock Holding History

GeoWealth Management’s Portfolio GNL Stock Details GNL Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q1 		– Sell
-349
Closed -$2.55K – 1361
2024
Q4 		$2.55K Sell
349
-54
-13% -$415 ﹤0.01% 1627
2024
Q3 		$3.39K Buy
+403
New +$3.38K ﹤0.01% 1499

Other funds holding GNL

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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
HPM
Helix Partners Management New York $374M AUM 136.73% 1-Year Est. Return
HSBC Holdings
HSBC Holdings London, United Kingdom $192B AUM 27.2% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

GeoWealth Management's GNL Position: Q1 2025 in Review

GeoWealth Management sold out of Global Net Lease (GNL) in Q1 2025, closing a stake of 349 shares — an estimated $2.55K sold.

GeoWealth Management first reported a position in GNL in Q3 2024 and held it in 2 quarters. The position peaked at $3.39K in Q3 2024. 325 funds tracked by Wall St. Rank hold GNL as of Q1 2025.

  • GeoWealth Management reported no remaining Global Net Lease position as of Q1 2025 after selling out during the quarter.
  • GeoWealth Management sold 349 Global Net Lease shares in Q1 2025, an estimated $2.55K.
  • GeoWealth Management first reported a position in Global Net Lease in Q3 2024 and held it in 2 quarters.
  • GeoWealth Management's Global Net Lease position peaked at $3.39K in Q3 2024.
  • 325 funds tracked by Wall St. Rank held Global Net Lease as of Q1 2025.

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