GeoWealth Management’s KBR KBR Stock Holding History

GeoWealth Management’s Portfolio KBR Stock Details KBR Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q1	–	Sell	-2,022	Closed	-$117K	–	1470
2024 Q4	$117K	Buy	2,022 +1,950	+2,708%	+$124K	﹤0.01%	920
2024 Q3	$4.69K	Buy	+72	New	+$4.69K	﹤0.01%	1459

Other funds holding KBR

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

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

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

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

Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return

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

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

PIP

Permian Investment Partners Dallas, Texas $905M AUM 13.43% 1-Year Est. Return

GeoWealth Management's KBR Position: Q1 2025 in Review

GeoWealth Management sold out of KBR (KBR) in Q1 2025, closing a stake of 2,022 shares — an estimated $117K sold.

GeoWealth Management first reported a position in KBR in Q3 2024 and held it in 2 quarters. The position peaked at $117K in Q4 2024. 392 funds tracked by Wall St. Rank hold KBR as of Q1 2025.

GeoWealth Management reported no remaining KBR position as of Q1 2025 after selling out during the quarter.
GeoWealth Management sold 2,022 KBR shares in Q1 2025, an estimated $117K.
GeoWealth Management first reported a position in KBR in Q3 2024 and held it in 2 quarters.
GeoWealth Management's KBR position peaked at $117K in Q4 2024.
392 funds tracked by Wall St. Rank held KBR as of Q1 2025.

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