GeoWealth Management’s Gartner IT Stock Holding History

GeoWealth Management’s Portfolio IT Stock Details IT Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q3	–	Sell	-256	Closed	-$103K	–	990
2025 Q2	$103K	Buy	256 +16	+7%	+$6.7K	﹤0.01%	804
2025 Q1	$101K	Sell	240 -420	-64%	-$207K	﹤0.01%	785
2024 Q4	$320K	Sell	660 -197	-23%	-$102K	0.01%	605
2024 Q3	$434K	Sell	857 -15	-2%	-$7.21K	0.02%	493
2024 Q2	$392K	Buy	872 +50	+6%	+$22.2K	0.02%	502
2024 Q1	$392K	Sell	822 -89	-10%	-$41K	0.02%	498
2023 Q4	$411K	Buy	+911	New	+$364K	0.03%	363

Other funds holding IT

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

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

BAMCO Inc New York $33.1B AUM 11.16% 1-Year Est. Return

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

IFP

Independent Franchise Partners London, United Kingdom $14.3B AUM 3.49% 1-Year Est. Return

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

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

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

SGA

Sustainable Growth Advisers Stamford, Connecticut $10.6B AUM 2.6% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

GeoWealth Management's IT Position: Q3 2025 in Review

GeoWealth Management sold out of Gartner (IT) in Q3 2025, closing a stake of 256 shares — an estimated $103K sold.

GeoWealth Management first reported a position in IT in Q4 2023 and held it in 7 quarters. The position peaked at $434K in Q3 2024. 793 funds tracked by Wall St. Rank hold IT as of Q3 2025.

GeoWealth Management reported no remaining Gartner position as of Q3 2025 after selling out during the quarter.
GeoWealth Management sold 256 Gartner shares in Q3 2025, an estimated $103K.
GeoWealth Management first reported a position in Gartner in Q4 2023 and held it in 7 quarters.
GeoWealth Management's Gartner position peaked at $434K in Q3 2024.
793 funds tracked by Wall St. Rank held Gartner as of Q3 2025.

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