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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
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 $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
CCM
Cantillon Capital Management New York $15.1B AUM 23.54% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management Los Angeles, California $34B AUM 6.31% 1-Year Est. Return
GWM
Greenwich Wealth Management Greenwich, Connecticut $2.45B AUM 39.53% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

GeoWealth Management's IBKR Position: Q1 2026 in Review

GeoWealth Management reduced its Interactive Brokers (IBKR) stake by 19% in Q1 2026, selling an estimated $53.2K and leaving 3,102 shares worth $208K. The position accounts for 0.01% of the portfolio, ranked #713.

GeoWealth Management first reported a position in IBKR in Q2 2020 and has held it in 17 quarters since. The position peaked at $415K in Q4 2020. 993 funds tracked by Wall St. Rank hold IBKR as of Q1 2026.

  • GeoWealth Management held 3,102 shares of Interactive Brokers worth $208K as of Q1 2026.
  • GeoWealth Management sold 745 Interactive Brokers shares in Q1 2026, an estimated $53.2K.
  • Interactive Brokers made up 0.01% of GeoWealth Management's portfolio in Q1 2026, its #713 holding.
  • GeoWealth Management first reported a position in Interactive Brokers in Q2 2020 and has held it in 17 quarters since.
  • GeoWealth Management's Interactive Brokers position peaked at $415K in Q4 2020.
  • 993 funds tracked by Wall St. Rank held Interactive Brokers as of Q1 2026.

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