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GeoWealth Management’s Hawaiian Electric Industries HE Stock Holding History

GeoWealth Management’s Portfolio HE Stock Details HE Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q3 		– Sell
-69
Closed -$733 – 960
2025
Q2 		$733 Buy
+69
New +$720 ﹤0.01% 1173
2025
Q1 		– Sell
-2,161
Closed -$21K – 1377
2024
Q4 		$21K Sell
2,161
-1,694
-44% -$17.1K ﹤0.01% 1367
2024
Q3 		$37.3K Buy
+3,855
New +$47.8K ﹤0.01% 1158

Other funds holding HE

HKAM
Horizon Kinetics Asset Management New York $8.82B AUM 23.05% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
QCM
Quantinno Capital Management New York $83.3B AUM 37.97% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return

GeoWealth Management's HE Position: Q3 2025 in Review

GeoWealth Management sold out of Hawaiian Electric Industries (HE) in Q3 2025, closing a stake of 69 shares — an estimated $733 sold.

GeoWealth Management first reported a position in HE in Q3 2024 and held it in 3 quarters. The position peaked at $37.3K in Q3 2024. 294 funds tracked by Wall St. Rank hold HE as of Q3 2025.

  • GeoWealth Management reported no remaining Hawaiian Electric Industries position as of Q3 2025 after selling out during the quarter.
  • GeoWealth Management sold 69 Hawaiian Electric Industries shares in Q3 2025, an estimated $733.
  • GeoWealth Management first reported a position in Hawaiian Electric Industries in Q3 2024 and held it in 3 quarters.
  • GeoWealth Management's Hawaiian Electric Industries position peaked at $37.3K in Q3 2024.
  • 294 funds tracked by Wall St. Rank held Hawaiian Electric Industries as of Q3 2025.

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