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GeoWealth Management’s Interactive Brokers IBKR Stock Holding History

GeoWealth Management’s Portfolio IBKR Stock Details IBKR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$250K Sell
2,873
-229
-7% -$19.1K 0.01% 711
2026
Q1 		$208K Sell
3,102
-745
-19% -$53.2K 0.01% 713
2025
Q4 		$247K Sell
3,847
-42
-1% -$2.81K 0.01% 621
2025
Q3 		$268K Sell
3,889
-923
-19% -$58.1K 0.01% 622
2025
Q2 		$267K Sell
4,812
-276
-5% -$13.1K 0.01% 575
2025
Q1 		$211K Sell
5,088
-2,700
-35% -$134K 0.01% 647
2024
Q4 		$344K Sell
7,788
-1,572
-17% -$66.2K 0.01% 581
2024
Q3 		$326K Sell
9,360
-2,188
-19% -$67.8K 0.01% 579
2024
Q2 		$354K Buy
11,548
+1,328
+13% +$39.6K 0.02% 535
2024
Q1 		$285K Buy
10,220
+6,756
+195% +$168K 0.01% 587
2023
Q4 		$71K Buy
3,464
+584
+20% +$12K 0.01% 609
2023
Q3 		$63K Buy
2,880
+2,092
+265% +$46.5K 0.01% 376
2023
Q2 		$16K Sell
788
-48
-6% -$947 ﹤0.01% 389
2023
Q1 		$17K Buy
+836
New +$17K ﹤0.01% 328
2021
Q2 		– Sell
-21,548
Closed -$394K – 276
2021
Q1 		$394K Sell
21,548
-5,156
-19% -$92.9K 0.06% 144
2020
Q4 		$415K Buy
26,704
+2,556
+11% +$33.9K 0.07% 152
2020
Q3 		$291K Sell
24,148
-1,728
-7% -$21.5K 0.09% 125
2020
Q2 		$270K Buy
+25,876
New +$270K 0.11% 127

Other funds holding IBKR

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
GWM
Greenwich Wealth Management Greenwich, Connecticut $2.74B AUM 36.19% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Two Sigma Investments
Two Sigma Investments New York $138B AUM 41.87% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

GeoWealth Management's IBKR Position: Q2 2026 in Review

GeoWealth Management reduced its Interactive Brokers (IBKR) stake by 7.4% in Q2 2026, selling an estimated $19.1K and leaving 2,873 shares worth $250K. The position accounts for 0.01% of the portfolio, ranked #711.

GeoWealth Management first reported a position in IBKR in Q2 2020 and has held it in 18 quarters since. The position peaked at $415K in Q4 2020. 1,118 funds tracked by Wall St. Rank hold IBKR as of Q2 2026.

  • GeoWealth Management held 2,873 shares of Interactive Brokers worth $250K as of Q2 2026.
  • GeoWealth Management sold 229 Interactive Brokers shares in Q2 2026, an estimated $19.1K.
  • Interactive Brokers made up 0.01% of GeoWealth Management's portfolio in Q2 2026, its #711 holding.
  • GeoWealth Management first reported a position in Interactive Brokers in Q2 2020 and has held it in 18 quarters since.
  • GeoWealth Management's Interactive Brokers position peaked at $415K in Q4 2020.
  • 1,118 funds tracked by Wall St. Rank held Interactive Brokers as of Q2 2026.

Based on GeoWealth Management's 13F filing for Q2 2026, filed 30 Jul 2026.