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GeoWealth Management’s HEICO Corp HEI Stock Holding History

GeoWealth Management’s Portfolio HEI Stock Details HEI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q3 		– Sell
-155
Closed -$50.8K – 962
2025
Q2 		$50.8K Buy
+155
New +$42.9K ﹤0.01% 936
2025
Q1 		– Sell
-125
Closed -$29.7K – 1378
2024
Q4 		$29.7K Sell
125
-163
-57% -$42.2K ﹤0.01% 1292
2024
Q3 		$75.3K Buy
+288
New +$69.7K ﹤0.01% 958

Other funds holding HEI

Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 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
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return
Nuveen
Nuveen Charlotte, North Carolina $419B AUM 43.02% 1-Year Est. Return
RP
Riverbridge Partners Minneapolis, Minnesota $3.58B AUM 4.02% 1-Year Est. Return

GeoWealth Management's HEI Position: Q3 2025 in Review

GeoWealth Management sold out of HEICO Corp (HEI) in Q3 2025, closing a stake of 155 shares — an estimated $50.8K sold.

GeoWealth Management first reported a position in HEI in Q3 2024 and held it in 3 quarters. The position peaked at $75.3K in Q3 2024. 714 funds tracked by Wall St. Rank hold HEI as of Q3 2025.

  • GeoWealth Management reported no remaining HEICO Corp position as of Q3 2025 after selling out during the quarter.
  • GeoWealth Management sold 155 HEICO Corp shares in Q3 2025, an estimated $50.8K.
  • GeoWealth Management first reported a position in HEICO Corp in Q3 2024 and held it in 3 quarters.
  • GeoWealth Management's HEICO Corp position peaked at $75.3K in Q3 2024.
  • 714 funds tracked by Wall St. Rank held HEICO Corp as of Q3 2025.

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