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GeoWealth Management’s State Street Income Allocation ETF INKM Stock Holding History

GeoWealth Management’s Portfolio INKM Stock Details INKM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q1 		– Sell
-22
Closed -$688 – 1430
2024
Q4 		$688 Sell
22
-626
-97% -$20.2K ﹤0.01% 1715
2024
Q3 		$21.2K Buy
+648
New +$20.7K ﹤0.01% 1269
2024
Q1 		– Sell
-12,731
Closed -$395K – 877
2023
Q4 		$395K Buy
+12,731
New +$374K 0.03% 371
2022
Q1 		– Sell
-301,769
Closed -$10.7M – 410
2021
Q4 		$10.7M Buy
+301,769
New +$10.7M 0.87% 30

Other funds holding INKM

LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
MWM
Manske Wealth Management Houston, Texas $357M AUM 20.31% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $74.2B AUM 21.09% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
RL
Retireful LLC Haslett, Michigan $107M AUM 165.49% 1-Year Est. Return
RPC
Rossmore Private Capital Glastonbury, Connecticut $1.14B AUM 23.53% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

GeoWealth Management's INKM Position: Q1 2025 in Review

GeoWealth Management sold out of State Street Income Allocation ETF (INKM) in Q1 2025, closing a stake of 22 shares — an estimated $688 sold.

GeoWealth Management first reported a position in INKM in Q4 2021 and held it in 4 quarters. The position peaked at $10.7M in Q4 2021. 24 funds tracked by Wall St. Rank hold INKM as of Q1 2025.

  • GeoWealth Management reported no remaining State Street Income Allocation ETF position as of Q1 2025 after selling out during the quarter.
  • GeoWealth Management sold 22 State Street Income Allocation ETF shares in Q1 2025, an estimated $688.
  • GeoWealth Management first reported a position in State Street Income Allocation ETF in Q4 2021 and held it in 4 quarters.
  • GeoWealth Management's State Street Income Allocation ETF position peaked at $10.7M in Q4 2021.
  • 24 funds tracked by Wall St. Rank held State Street Income Allocation ETF as of Q1 2025.

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