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GeoWealth Management’s Guidewire Software GWRE Stock Holding History

GeoWealth Management’s Portfolio GWRE Stock Details GWRE Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q3 		– Sell
-826
Closed -$194K – 957
2025
Q2 		$194K Buy
826
+32
+4% +$6.88K 0.01% 668
2025
Q1 		$149K Sell
794
-99
-11% -$19.2K 0.01% 725
2024
Q4 		$151K Buy
893
+715
+402% +$134K ﹤0.01% 856
2024
Q3 		$32.6K Buy
+178
New +$27K ﹤0.01% 1191

Other funds holding GWRE

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BAMCO Inc
BAMCO Inc New York $66.6B AUM 7.35% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
LP
Linonia Partnership New York $5.6B AUM 1.81% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
DCP
Darsana Capital Partners New York $22.3B AUM 42.01% 1-Year Est. Return
ROIC
Route One Investment Company San Francisco, California $2.49B AUM 10.92% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Artisan Partners
Artisan Partners Milwaukee, Wisconsin $63.1B AUM 35.51% 1-Year Est. Return

GeoWealth Management's GWRE Position: Q3 2025 in Review

GeoWealth Management sold out of Guidewire Software (GWRE) in Q3 2025, closing a stake of 826 shares — an estimated $194K sold.

GeoWealth Management first reported a position in GWRE in Q3 2024 and held it in 4 quarters. The position peaked at $194K in Q2 2025. 689 funds tracked by Wall St. Rank hold GWRE as of Q3 2025.

  • GeoWealth Management reported no remaining Guidewire Software position as of Q3 2025 after selling out during the quarter.
  • GeoWealth Management sold 826 Guidewire Software shares in Q3 2025, an estimated $194K.
  • GeoWealth Management first reported a position in Guidewire Software in Q3 2024 and held it in 4 quarters.
  • GeoWealth Management's Guidewire Software position peaked at $194K in Q2 2025.
  • 689 funds tracked by Wall St. Rank held Guidewire Software as of Q3 2025.

Based on GeoWealth Management's 13F filing for Q3 2025, filed 13 Nov 2025.