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GeoWealth Management’s KLA KLAC Stock Holding History

GeoWealth Management’s Portfolio KLAC Stock Details KLAC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$422K Sell
2,860
-710
-20% -$104K 0.02% 503
2025
Q4 		$434K Sell
3,570
-140
-4% -$16.4K 0.02% 481
2025
Q3 		$400K Hold
3,710
– – 0.01% 494
2025
Q2 		$332K Buy
3,710
+70
+2% +$5.27K 0.01% 524
2025
Q1 		$247K Sell
3,640
-3,460
-49% -$249K 0.01% 602
2024
Q4 		$447K Sell
7,100
-1,720
-20% -$116K 0.01% 496
2024
Q3 		$683K Sell
8,820
-1,090
-11% -$85.5K 0.02% 399
2024
Q2 		$817K Sell
9,910
-24,310
-71% -$1.8M 0.04% 310
2024
Q1 		$2.39M Buy
34,220
+26,490
+343% +$1.7M 0.09% 156
2023
Q4 		$449K Buy
7,730
+5,670
+275% +$295K 0.04% 350
2023
Q3 		$95K Buy
2,060
+380
+23% +$18.2K 0.01% 335
2023
Q2 		$82K Buy
1,680
+240
+17% +$10K 0.01% 299
2023
Q1 		$57K Buy
+1,440
New +$56.8K 0.01% 283

Other funds holding KLAC

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
Primecap Management
Primecap Management Pasadena, California $127B AUM 44.11% 1-Year Est. Return

GeoWealth Management's KLAC Position: Q1 2026 in Review

GeoWealth Management reduced its KLA (KLAC) stake by 20% in Q1 2026, selling an estimated $104K and leaving 2,860 shares worth $422K. The position accounts for 0.02% of the portfolio, ranked #503.

GeoWealth Management first reported a position in KLAC in Q1 2023 and has held it in 13 quarters since. The position peaked at $2.39M in Q1 2024. 2,063 funds tracked by Wall St. Rank hold KLAC as of Q1 2026.

  • GeoWealth Management held 2,860 shares of KLA worth $422K as of Q1 2026.
  • GeoWealth Management sold 710 KLA shares in Q1 2026, an estimated $104K.
  • KLA made up 0.02% of GeoWealth Management's portfolio in Q1 2026, its #503 holding.
  • GeoWealth Management first reported a position in KLA in Q1 2023 and has held it in 13 quarters since.
  • GeoWealth Management's KLA position peaked at $2.39M in Q1 2024.
  • 2,063 funds tracked by Wall St. Rank held KLA as of Q1 2026.

Based on GeoWealth Management's 13F filing for Q1 2026, filed 13 May 2026.