GeoWealth Management’s Itron ITRI Stock Holding History

GeoWealth Management’s Portfolio ITRI Stock Details ITRI Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q1	–	Sell	-234	Closed	-$25.4K	–	1445
2024 Q4	$25.4K	Buy	234 +229	+4,580%	+$25.6K	﹤0.01%	1329
2024 Q3	$534	Buy	+5	New	+$506	﹤0.01%	1629

Other funds holding ITRI

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

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

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Amundi Paris, France $416B AUM 44.19% 1-Year Est. Return

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

Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

Macquarie Group Sydney, NSW 2000, Australia $23.2B AUM 40.19% 1-Year Est. Return

GeoWealth Management's ITRI Position: Q1 2025 in Review

GeoWealth Management sold out of Itron (ITRI) in Q1 2025, closing a stake of 234 shares — an estimated $25.4K sold.

GeoWealth Management first reported a position in ITRI in Q3 2024 and held it in 2 quarters. The position peaked at $25.4K in Q4 2024. 426 funds tracked by Wall St. Rank hold ITRI as of Q1 2025.

GeoWealth Management reported no remaining Itron position as of Q1 2025 after selling out during the quarter.
GeoWealth Management sold 234 Itron shares in Q1 2025, an estimated $25.4K.
GeoWealth Management first reported a position in Itron in Q3 2024 and held it in 2 quarters.
GeoWealth Management's Itron position peaked at $25.4K in Q4 2024.
426 funds tracked by Wall St. Rank held Itron as of Q1 2025.

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