GeoWealth Management’s Kirby Corp KEX Stock Holding History

GeoWealth Management’s Portfolio KEX Stock Details KEX Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q1	–	Sell	-71	Closed	-$7.51K	–	1472
2024 Q4	$7.51K	Buy	71 +30	+73%	+$3.62K	﹤0.01%	1512
2024 Q3	$5.02K	Buy	+41	New	+$4.89K	﹤0.01%	1453

Other funds holding KEX

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

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

Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return

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

Select Equity Group New York $19.5B AUM 17.33% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

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

Luther King Capital Management (LKCM) Fort Worth, Texas $23.1B AUM 21.31% 1-Year Est. Return

AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return

GeoWealth Management's KEX Position: Q1 2025 in Review

GeoWealth Management sold out of Kirby Corp (KEX) in Q1 2025, closing a stake of 71 shares — an estimated $7.51K sold.

GeoWealth Management first reported a position in KEX in Q3 2024 and held it in 2 quarters. The position peaked at $7.51K in Q4 2024. 411 funds tracked by Wall St. Rank hold KEX as of Q1 2025.

GeoWealth Management reported no remaining Kirby Corp position as of Q1 2025 after selling out during the quarter.
GeoWealth Management sold 71 Kirby Corp shares in Q1 2025, an estimated $7.51K.
GeoWealth Management first reported a position in Kirby Corp in Q3 2024 and held it in 2 quarters.
GeoWealth Management's Kirby Corp position peaked at $7.51K in Q4 2024.
411 funds tracked by Wall St. Rank held Kirby Corp as of Q1 2025.

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