GeoWealth Management’s Samsara IOT Stock Holding History

GeoWealth Management’s Portfolio IOT Stock Details IOT Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q3	–	Sell	-407	Closed	-$16.2K	–	987
2025 Q2	$16.2K	Buy	+407	New	+$16.8K	﹤0.01%	1085

Other funds holding IOT

Baillie Gifford & Co Edinburgh, United Kingdom $110B AUM 4.8% 1-Year Est. Return

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

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Sands Capital Management Arlington, Virginia $26.9B AUM 34.44% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

GCGM

General Catalyst Group Management Cambridge, Massachusetts $189M AUM 10.96% 1-Year Est. Return

Brown Advisory Baltimore, Maryland $64.6B AUM 18.98% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

GeoWealth Management's IOT Position: Q3 2025 in Review

GeoWealth Management sold out of Samsara (IOT) in Q3 2025, closing a stake of 407 shares — an estimated $16.2K sold.

GeoWealth Management first reported a position in IOT in Q2 2025 and held it in 1 quarter. The position peaked at $16.2K in Q2 2025. 516 funds tracked by Wall St. Rank hold IOT as of Q3 2025.

GeoWealth Management reported no remaining Samsara position as of Q3 2025 after selling out during the quarter.
GeoWealth Management sold 407 Samsara shares in Q3 2025, an estimated $16.2K.
GeoWealth Management first reported a position in Samsara in Q2 2025 and held it in 1 quarter.
GeoWealth Management's Samsara position peaked at $16.2K in Q2 2025.
516 funds tracked by Wall St. Rank held Samsara as of Q3 2025.

Based on GeoWealth Management's 13F filing for Q3 2025, filed 13 Nov 2025.