GeoWealth Management’s Halozyme HALO Stock Holding History

GeoWealth Management’s Portfolio HALO Stock Details HALO Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q1	–	Sell	-782	Closed	-$37.4K	–	1374
2024 Q4	$37.4K	Buy	782 +25	+3%	+$1.28K	﹤0.01%	1239
2024 Q3	$43.3K	Buy	+757	New	+$43.4K	﹤0.01%	1117

Other funds holding HALO

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

SCM

Snyder Capital Management San Francisco, California $5.16B AUM 26.72% 1-Year Est. Return

AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

GeoWealth Management's HALO Position: Q1 2025 in Review

GeoWealth Management sold out of Halozyme (HALO) in Q1 2025, closing a stake of 782 shares — an estimated $37.4K sold.

GeoWealth Management first reported a position in HALO in Q3 2024 and held it in 2 quarters. The position peaked at $43.3K in Q3 2024. 550 funds tracked by Wall St. Rank hold HALO as of Q1 2025.

GeoWealth Management reported no remaining Halozyme position as of Q1 2025 after selling out during the quarter.
GeoWealth Management sold 782 Halozyme shares in Q1 2025, an estimated $37.4K.
GeoWealth Management first reported a position in Halozyme in Q3 2024 and held it in 2 quarters.
GeoWealth Management's Halozyme position peaked at $43.3K in Q3 2024.
550 funds tracked by Wall St. Rank held Halozyme as of Q1 2025.

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