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GeoWealth Management’s Loews L Stock Holding History

GeoWealth Management’s Portfolio L Stock Details L Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q3 		– Sell
-253
Closed -$23.2K – 1018
2025
Q2 		$23.2K Buy
+253
New +$22.2K ﹤0.01% 1044
2025
Q1 		– Sell
-498
Closed -$42.2K – 1483
2024
Q4 		$42.2K Sell
498
-310
-38% -$25.5K ﹤0.01% 1208
2024
Q3 		$63.9K Buy
+808
New +$63.4K ﹤0.01% 1008

Other funds holding L

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Allspring Global Investments
Allspring Global Investments Charlotte, North Carolina $59.7B AUM 29.08% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

GeoWealth Management's L Position: Q3 2025 in Review

GeoWealth Management sold out of Loews (L) in Q3 2025, closing a stake of 253 shares — an estimated $23.2K sold.

GeoWealth Management first reported a position in L in Q3 2024 and held it in 3 quarters. The position peaked at $63.9K in Q3 2024. 696 funds tracked by Wall St. Rank hold L as of Q3 2025.

  • GeoWealth Management reported no remaining Loews position as of Q3 2025 after selling out during the quarter.
  • GeoWealth Management sold 253 Loews shares in Q3 2025, an estimated $23.2K.
  • GeoWealth Management first reported a position in Loews in Q3 2024 and held it in 3 quarters.
  • GeoWealth Management's Loews position peaked at $63.9K in Q3 2024.
  • 696 funds tracked by Wall St. Rank held Loews as of Q3 2025.

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