GM
JBTM

GeoWealth Management’s JBT Marel JBTM Stock Holding History

GeoWealth Management’s Portfolio JBTM Stock Details JBTM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q1 		– Sell
-8
Closed -$1.02K – 1828
2024
Q4 		$1.02K Sell
8
-5
-38% -$577 ﹤0.01% 1698
2024
Q3 		$1.28K Buy
+13
New +$1.2K ﹤0.01% 1585

Other funds holding JBTM

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
UBS AM
UBS AM Chicago, Illinois $481B AUM 26.39% 1-Year Est. Return
LV
Lifeyrissjodur Verzlunarmanna Reykjavik $204M AUM 4.64% 1-Year Est. Return
Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management Los Angeles, California $34B AUM 6.31% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
CCA
Conestoga Capital Advisors Wayne, Pennsylvania $5.01B AUM 6.26% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

GeoWealth Management's JBTM Position: Q1 2025 in Review

GeoWealth Management sold out of JBT Marel (JBTM) in Q1 2025, closing a stake of 8 shares — an estimated $1.02K sold.

GeoWealth Management first reported a position in JBTM in Q3 2024 and held it in 2 quarters. The position peaked at $1.28K in Q3 2024. 337 funds tracked by Wall St. Rank hold JBTM as of Q1 2025.

  • GeoWealth Management reported no remaining JBT Marel position as of Q1 2025 after selling out during the quarter.
  • GeoWealth Management sold 8 JBT Marel shares in Q1 2025, an estimated $1.02K.
  • GeoWealth Management first reported a position in JBT Marel in Q3 2024 and held it in 2 quarters.
  • GeoWealth Management's JBT Marel position peaked at $1.28K in Q3 2024.
  • 337 funds tracked by Wall St. Rank held JBT Marel as of Q1 2025.

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