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GeoWealth Management’s Installed Building Products IBP Stock Holding History

GeoWealth Management’s Portfolio IBP Stock Details IBP Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q1 		– Sell
-6
Closed -$1.05K – 1412
2024
Q4 		$1.05K Sell
6
-7
-54% -$1.52K ﹤0.01% 1694
2024
Q3 		$3.2K Buy
+13
New +$2.94K ﹤0.01% 1506

Other funds holding IBP

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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management San Mateo, California $29.7B AUM 43.33% 1-Year Est. Return
EC
Eminence Capital New York $4.36B AUM 3.1% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return

GeoWealth Management's IBP Position: Q1 2025 in Review

GeoWealth Management sold out of Installed Building Products (IBP) in Q1 2025, closing a stake of 6 shares — an estimated $1.05K sold.

GeoWealth Management first reported a position in IBP in Q3 2024 and held it in 2 quarters. The position peaked at $3.2K in Q3 2024. 354 funds tracked by Wall St. Rank hold IBP as of Q1 2025.

  • GeoWealth Management reported no remaining Installed Building Products position as of Q1 2025 after selling out during the quarter.
  • GeoWealth Management sold 6 Installed Building Products shares in Q1 2025, an estimated $1.05K.
  • GeoWealth Management first reported a position in Installed Building Products in Q3 2024 and held it in 2 quarters.
  • GeoWealth Management's Installed Building Products position peaked at $3.2K in Q3 2024.
  • 354 funds tracked by Wall St. Rank held Installed Building Products as of Q1 2025.

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