GeoWealth Management’s Idacorp IDA Stock Holding History

GeoWealth Management’s Portfolio IDA Stock Details IDA Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q1	–	Sell	-85	Closed	-$9.29K	–	1417
2024 Q4	$9.29K	Buy	85 +15	+21%	+$1.65K	﹤0.01%	1496
2024 Q3	$7.22K	Buy	+70	New	+$6.99K	﹤0.01%	1414

Other funds holding IDA

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

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return

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

AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return

WHRC

W.H. Reaves & Co Jersey City, New Jersey $6.03B AUM 40.55% 1-Year Est. Return

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

Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return

Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return

GeoWealth Management's IDA Position: Q1 2025 in Review

GeoWealth Management sold out of Idacorp (IDA) in Q1 2025, closing a stake of 85 shares — an estimated $9.29K sold.

GeoWealth Management first reported a position in IDA in Q3 2024 and held it in 2 quarters. The position peaked at $9.29K in Q4 2024. 454 funds tracked by Wall St. Rank hold IDA as of Q1 2025.

GeoWealth Management reported no remaining Idacorp position as of Q1 2025 after selling out during the quarter.
GeoWealth Management sold 85 Idacorp shares in Q1 2025, an estimated $9.29K.
GeoWealth Management first reported a position in Idacorp in Q3 2024 and held it in 2 quarters.
GeoWealth Management's Idacorp position peaked at $9.29K in Q4 2024.
454 funds tracked by Wall St. Rank held Idacorp as of Q1 2025.

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