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GeoWealth Management’s Northern Trust Morningstar Global Upstream Natural Resources ETF GUNR Stock Holding History

GeoWealth Management’s Portfolio GUNR Stock Details GUNR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		– Sell
-561
Closed -$30.9K – 917
2026
Q1 		$30.9K Buy
+561
New +$29.3K ﹤0.01% 818

Other funds holding GUNR

Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
MCM
MAI Capital Management Independence, Ohio $26.6B AUM 22.97% 1-Year Est. Return
VA
Valmark Advisers Akron, Ohio $9.42B AUM 17.63% 1-Year Est. Return
CFFNO
Common Fund For Nonprofit Organizations Wilton, Connecticut $1.09B AUM 22.7% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
FIB
First Interstate Bank Billings, Montana $1.92B AUM 19.65% 1-Year Est. Return
COI
Connable Office Inc Kalamazoo, Michigan $1.14B AUM 24.79% 1-Year Est. Return
AWA
Aaron Wealth Advisors Chicago, Illinois $1.97B AUM 36.91% 1-Year Est. Return
MWP
Moller Wealth Partners $553M AUM 19.85% 1-Year Est. Return
NB
NBT Bank Norwich, New York $1.51B AUM 24.9% 1-Year Est. Return

GeoWealth Management's GUNR Position: Q2 2026 in Review

GeoWealth Management sold out of Northern Trust Morningstar Global Upstream Natural Resources ETF (GUNR) in Q2 2026, closing a stake of 561 shares — an estimated $30.9K sold.

GeoWealth Management first reported a position in GUNR in Q1 2026 and held it in 1 quarter. The position peaked at $30.9K in Q1 2026. 317 funds tracked by Wall St. Rank hold GUNR as of Q2 2026.

  • GeoWealth Management reported no remaining Northern Trust Morningstar Global Upstream Natural Resources ETF position as of Q2 2026 after selling out during the quarter.
  • GeoWealth Management sold 561 Northern Trust Morningstar Global Upstream Natural Resources ETF shares in Q2 2026, an estimated $30.9K.
  • GeoWealth Management first reported a position in Northern Trust Morningstar Global Upstream Natural Resources ETF in Q1 2026 and held it in 1 quarter.
  • GeoWealth Management's Northern Trust Morningstar Global Upstream Natural Resources ETF position peaked at $30.9K in Q1 2026.
  • 317 funds tracked by Wall St. Rank held Northern Trust Morningstar Global Upstream Natural Resources ETF as of Q2 2026.

Based on GeoWealth Management's 13F filing for Q2 2026, filed 30 Jul 2026.