GeoWealth Management’s Logitech LOGI Stock Holding History

GeoWealth Management’s Portfolio LOGI Stock Details LOGI Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q1	–	Sell	-428	Closed	-$35.2K	–	1495
2024 Q4	$35.2K	Sell	428 -124	-22%	-$10.3K	﹤0.01%	1255
2024 Q3	$49.5K	Buy	+552	New	+$49.1K	﹤0.01%	1074

Other funds holding LOGI

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Acadian Asset Management Boston, Massachusetts $70.5B AUM 36% 1-Year Est. Return

Vontobel Holding Zurich, Switzerland $29.1B AUM 22.79% 1-Year Est. Return

UBS AM Chicago, Illinois $481B AUM 26.39% 1-Year Est. Return

Barclays London, United Kingdom $416B AUM 33.63% 1-Year Est. Return

Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return

Zurich Cantonal Bank Zurich, Switzerland $46B AUM 27.59% 1-Year Est. Return

Pictet Asset Management Carouge, Switzerland $94.8B AUM 24.11% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

GeoWealth Management's LOGI Position: Q1 2025 in Review

GeoWealth Management sold out of Logitech (LOGI) in Q1 2025, closing a stake of 428 shares — an estimated $35.2K sold.

GeoWealth Management first reported a position in LOGI in Q3 2024 and held it in 2 quarters. The position peaked at $49.5K in Q3 2024. 333 funds tracked by Wall St. Rank hold LOGI as of Q1 2025.

GeoWealth Management reported no remaining Logitech position as of Q1 2025 after selling out during the quarter.
GeoWealth Management sold 428 Logitech shares in Q1 2025, an estimated $35.2K.
GeoWealth Management first reported a position in Logitech in Q3 2024 and held it in 2 quarters.
GeoWealth Management's Logitech position peaked at $49.5K in Q3 2024.
333 funds tracked by Wall St. Rank held Logitech as of Q1 2025.

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