GeoWealth Management’s Robinhood HOOD Stock Holding History

GeoWealth Management’s Portfolio HOOD Stock Details HOOD Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$242K	Sell	3,489 -382	-10%	-$33.5K	0.01%	675
2025 Q4	$438K	Sell	3,871 -533	-12%	-$69.3K	0.02%	476
2025 Q3	$630K	Sell	4,404 -1,863	-30%	-$203K	0.02%	396
2025 Q2	$587K	Buy	+6,267	New	+$371K	0.02%	370
2025 Q1	–	Sell	-1,428	Closed	-$53.2K	–	1390
2024 Q4	$53.2K	Buy	+1,428	New	+$46.1K	﹤0.01%	1144

Other funds holding HOOD

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

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

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

NMO

Newlands Management Operations Dallas, Texas $15.5B AUM 25.52% 1-Year Est. Return

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

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

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

IVAV

Index Venture Associates VI St. Helier, Channel Islands, Jersey $2.11B AUM 13.76% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

GeoWealth Management's HOOD Position: Q1 2026 in Review

GeoWealth Management reduced its Robinhood (HOOD) stake by 9.9% in Q1 2026, selling an estimated $33.5K and leaving 3,489 shares worth $242K. The position accounts for 0.01% of the portfolio, ranked #675.

GeoWealth Management first reported a position in HOOD in Q4 2024 and has held it in 5 quarters since. The position peaked at $630K in Q3 2025. 1,262 funds tracked by Wall St. Rank hold HOOD as of Q1 2026.

GeoWealth Management held 3,489 shares of Robinhood worth $242K as of Q1 2026.
GeoWealth Management sold 382 Robinhood shares in Q1 2026, an estimated $33.5K.
Robinhood made up 0.01% of GeoWealth Management's portfolio in Q1 2026, its #675 holding.
GeoWealth Management first reported a position in Robinhood in Q4 2024 and has held it in 5 quarters since.
GeoWealth Management's Robinhood position peaked at $630K in Q3 2025.
1,262 funds tracked by Wall St. Rank held Robinhood as of Q1 2026.

Based on GeoWealth Management's 13F filing for Q1 2026, filed 13 May 2026.