GeoWealth Management’s Grand Canyon Education LOPE Stock Holding History

GeoWealth Management’s Portfolio LOPE Stock Details LOPE Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q3	–	Sell	-126	Closed	-$23.8K	–	1027
2025 Q2	$23.8K	Buy	126 +6	+5%	+$1.11K	﹤0.01%	1040
2025 Q1	$20.8K	Sell	120 -34	-22%	-$5.9K	﹤0.01%	966
2024 Q4	$25.2K	Buy	+154	New	+$23.6K	﹤0.01%	1330

Other funds holding LOPE

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

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

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Riverbridge Partners Minneapolis, Minnesota $3.58B AUM 4.02% 1-Year Est. Return

BAM

Burgundy Asset Management Toronto, Ontario, Canada $10.6B AUM 13.39% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

GKIM

GW&K Investment Management Boston, Massachusetts $12.8B AUM 48.82% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

GeoWealth Management's LOPE Position: Q3 2025 in Review

GeoWealth Management sold out of Grand Canyon Education (LOPE) in Q3 2025, closing a stake of 126 shares — an estimated $23.8K sold.

GeoWealth Management first reported a position in LOPE in Q4 2024 and held it in 3 quarters. The position peaked at $25.2K in Q4 2024. 489 funds tracked by Wall St. Rank hold LOPE as of Q3 2025.

GeoWealth Management reported no remaining Grand Canyon Education position as of Q3 2025 after selling out during the quarter.
GeoWealth Management sold 126 Grand Canyon Education shares in Q3 2025, an estimated $23.8K.
GeoWealth Management first reported a position in Grand Canyon Education in Q4 2024 and held it in 3 quarters.
GeoWealth Management's Grand Canyon Education position peaked at $25.2K in Q4 2024.
489 funds tracked by Wall St. Rank held Grand Canyon Education as of Q3 2025.

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