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GeoWealth Management’s Liberty Energy LBRT Stock Holding History

GeoWealth Management’s Portfolio LBRT Stock Details LBRT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q1 		– Sell
-1,678
Closed -$33.4K – 1485
2024
Q4 		$33.4K Sell
1,678
-40
-2% -$740 ﹤0.01% 1267
2024
Q3 		$32.8K Buy
+1,718
New +$35.5K ﹤0.01% 1188

Other funds holding LBRT

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $23.2B AUM 40.19% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

GeoWealth Management's LBRT Position: Q1 2025 in Review

GeoWealth Management sold out of Liberty Energy (LBRT) in Q1 2025, closing a stake of 1,678 shares — an estimated $33.4K sold.

GeoWealth Management first reported a position in LBRT in Q3 2024 and held it in 2 quarters. The position peaked at $33.4K in Q4 2024. 313 funds tracked by Wall St. Rank hold LBRT as of Q1 2025.

  • GeoWealth Management reported no remaining Liberty Energy position as of Q1 2025 after selling out during the quarter.
  • GeoWealth Management sold 1,678 Liberty Energy shares in Q1 2025, an estimated $33.4K.
  • GeoWealth Management first reported a position in Liberty Energy in Q3 2024 and held it in 2 quarters.
  • GeoWealth Management's Liberty Energy position peaked at $33.4K in Q4 2024.
  • 313 funds tracked by Wall St. Rank held Liberty Energy as of Q1 2025.

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