GeoWealth Management
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GeoWealth Management’s Imperial Oil IMO Stock Holding History

GeoWealth Management’s Portfolio IMO Stock Details IMO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		$169K Buy
+1,371
New +$175K 0.01% 841
2026
Q2 		– Sell
-1,257
Closed -$165K – 920
2026
Q1 		$165K Buy
+1,257
New +$141K 0.01% 759

Other funds holding IMO

Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
First Eagle Investment Management
First Eagle Investment Management New York $63.7B AUM 20.33% 1-Year Est. Return
Fidelity International
Fidelity International Hamilton, Bermuda $144B AUM 22.91% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.76T AUM
Morgan Stanley
Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return
TD Asset Management
TD Asset Management Toronto, Ontario, Canada $116B AUM 33.19% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $313B AUM 26.62% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $500B AUM 36.84% 1-Year Est. Return

GeoWealth Management's IMO Position: Q3 2026 in Review

GeoWealth Management opened a new position in Imperial Oil (IMO) in Q3 2026: 1,371 shares worth $169K. The stake represents 0.01% of the portfolio and ranks #841 among its holdings. This is a return to the name: GeoWealth Management previously reported a position in IMO as recently as Q1 2026.

GeoWealth Management first reported a position in IMO in Q1 2026 and has held it in 2 quarters since. 354 funds tracked by Wall St. Rank hold IMO as of Q3 2026.

  • GeoWealth Management held 1,371 shares of Imperial Oil worth $169K as of Q3 2026.
  • Imperial Oil was a new GeoWealth Management position in Q3 2026.
  • Imperial Oil made up 0.01% of GeoWealth Management's portfolio in Q3 2026, its #841 holding.
  • GeoWealth Management first reported a position in Imperial Oil in Q1 2026 and has held it in 2 quarters since.
  • 354 funds tracked by Wall St. Rank held Imperial Oil as of Q3 2026.

Based on GeoWealth Management's 13F filing for Q3 2026, filed 12 Nov 2026.