GeoWealth Management’s Linde LIN Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q1
$1.01M Sell
2,029
-64
-3% -$30.2K 0.04% 284
2025
Q4
$893K Buy
2,093
+308
+17% +$132K 0.03% 302
2025
Q3
$848K Sell
1,785
-246
-12% -$116K 0.03% 337
2025
Q2
$953K Sell
2,031
-95
-4% -$43.4K 0.04% 269
2025
Q1
$990K Sell
2,126
-670
-24% -$302K 0.04% 266
2024
Q4
$1.17M Sell
2,796
-331
-11% -$151K 0.04% 270
2024
Q3
$1.49M Sell
3,127
-152
-5% -$69.4K 0.05% 229
2024
Q2
$1.44M Buy
3,279
+298
+10% +$131K 0.06% 206
2024
Q1
$1.38M Buy
2,981
+892
+43% +$386K 0.05% 234
2023
Q4
$858K Buy
+2,089
New +$824K 0.07% 232

Other funds holding LIN

GeoWealth Management's LIN Position: Q1 2026 in Review

GeoWealth Management reduced its Linde (LIN) stake by 3.1% in Q1 2026, selling an estimated $30.2K and leaving 2,029 shares worth $1.01M. The position accounts for 0.04% of the portfolio, ranked #284.

GeoWealth Management first reported a position in LIN in Q4 2023 and has held it in 10 quarters since. The position peaked at $1.49M in Q3 2024. 2,267 funds tracked by Wall St. Rank hold LIN as of Q1 2026.

  • GeoWealth Management held 2,029 shares of Linde worth $1.01M as of Q1 2026.
  • GeoWealth Management sold 64 Linde shares in Q1 2026, an estimated $30.2K.
  • Linde made up 0.04% of GeoWealth Management's portfolio in Q1 2026, its #284 holding.
  • GeoWealth Management first reported a position in Linde in Q4 2023 and has held it in 10 quarters since.
  • GeoWealth Management's Linde position peaked at $1.49M in Q3 2024.
  • 2,267 funds tracked by Wall St. Rank held Linde as of Q1 2026.

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