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GeoWealth Management’s Invesco IVZ Stock Holding History

GeoWealth Management’s Portfolio IVZ Stock Details IVZ Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q3 		– Sell
-129
Closed -$2.03K – 994
2025
Q2 		$2.03K Buy
+129
New +$1.85K ﹤0.01% 1163
2025
Q1 		– Sell
-2,585
Closed -$45.2K – 1448
2024
Q4 		$45.2K Buy
2,585
+30
+1% +$534 ﹤0.01% 1197
2024
Q3 		$44.9K Buy
+2,555
New +$42K ﹤0.01% 1105

Other funds holding IVZ

MMLI
Massachusetts Mutual Life Insurance Springfield, Massachusetts $2.38B AUM 57.6% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
TFM
Trian Fund Management New York $4.23B AUM 31.93% 1-Year Est. Return
Millennium Management
Millennium Management New York $276B AUM 44.8% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

GeoWealth Management's IVZ Position: Q3 2025 in Review

GeoWealth Management sold out of Invesco (IVZ) in Q3 2025, closing a stake of 129 shares — an estimated $2.03K sold.

GeoWealth Management first reported a position in IVZ in Q3 2024 and held it in 3 quarters. The position peaked at $45.2K in Q4 2024. 566 funds tracked by Wall St. Rank hold IVZ as of Q3 2025.

  • GeoWealth Management reported no remaining Invesco position as of Q3 2025 after selling out during the quarter.
  • GeoWealth Management sold 129 Invesco shares in Q3 2025, an estimated $2.03K.
  • GeoWealth Management first reported a position in Invesco in Q3 2024 and held it in 3 quarters.
  • GeoWealth Management's Invesco position peaked at $45.2K in Q4 2024.
  • 566 funds tracked by Wall St. Rank held Invesco as of Q3 2025.

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