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GeoWealth Management’s Home BancShares HOMB Stock Holding History

GeoWealth Management’s Portfolio HOMB Stock Details HOMB Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q1 		– Sell
-21
Closed -$594 – 1389
2024
Q4 		$594 Hold
21
– – ﹤0.01% 1722
2024
Q3 		$569 Buy
+21
New +$559 ﹤0.01% 1626

Other funds holding HOMB

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
CCM
Copeland Capital Management Conshohocken, Pennsylvania $4.5B AUM 18.67% 1-Year Est. Return

GeoWealth Management's HOMB Position: Q1 2025 in Review

GeoWealth Management sold out of Home BancShares (HOMB) in Q1 2025, closing a stake of 21 shares — an estimated $594 sold.

GeoWealth Management first reported a position in HOMB in Q3 2024 and held it in 2 quarters. The position peaked at $594 in Q4 2024. 333 funds tracked by Wall St. Rank hold HOMB as of Q1 2025.

  • GeoWealth Management reported no remaining Home BancShares position as of Q1 2025 after selling out during the quarter.
  • GeoWealth Management sold 21 Home BancShares shares in Q1 2025, an estimated $594.
  • GeoWealth Management first reported a position in Home BancShares in Q3 2024 and held it in 2 quarters.
  • GeoWealth Management's Home BancShares position peaked at $594 in Q4 2024.
  • 333 funds tracked by Wall St. Rank held Home BancShares as of Q1 2025.

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