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GeoWealth Management’s iShares GNMA Bond ETF GNMA Stock Holding History

GeoWealth Management’s Portfolio GNMA Stock Details GNMA Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q1 		– Sell
-1,702
Closed -$73.1K – 1362
2024
Q4 		$73.1K Buy
1,702
+1,298
+321% +$56.6K ﹤0.01% 1045
2024
Q3 		$18.1K Buy
+404
New +$17.9K ﹤0.01% 1296

Other funds holding GNMA

Kovitz Investment Group Partners
Kovitz Investment Group Partners Chicago, Illinois $4.31B AUM 20.41% 1-Year Est. Return
NCM
Northland Capital Management Virginia, Minnesota $183M AUM 14.55% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
PGA
Portland Global Advisors Portland, Maine $938M AUM 13.22% 1-Year Est. Return
PP
Prosperity Planning Kansas City, Missouri $436M AUM 15.43% 1-Year Est. Return
FMII
Farmers & Merchants Investments Inc Lincoln, Nebraska $3.62B AUM 21.35% 1-Year Est. Return
OIA
OneDigital Investment Advisors Overland Park, Kansas $10.2B AUM 16.58% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $303B AUM 30.15% 1-Year Est. Return
Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return

GeoWealth Management's GNMA Position: Q1 2025 in Review

GeoWealth Management sold out of iShares GNMA Bond ETF (GNMA) in Q1 2025, closing a stake of 1,702 shares — an estimated $73.1K sold.

GeoWealth Management first reported a position in GNMA in Q3 2024 and held it in 2 quarters. The position peaked at $73.1K in Q4 2024. 122 funds tracked by Wall St. Rank hold GNMA as of Q1 2025.

  • GeoWealth Management reported no remaining iShares GNMA Bond ETF position as of Q1 2025 after selling out during the quarter.
  • GeoWealth Management sold 1,702 iShares GNMA Bond ETF shares in Q1 2025, an estimated $73.1K.
  • GeoWealth Management first reported a position in iShares GNMA Bond ETF in Q3 2024 and held it in 2 quarters.
  • GeoWealth Management's iShares GNMA Bond ETF position peaked at $73.1K in Q4 2024.
  • 122 funds tracked by Wall St. Rank held iShares GNMA Bond ETF as of Q1 2025.

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