GeoWealth Management’s ClearBridge Large Cap Growth Select ETF LRGE Stock Holding History

GeoWealth Management’s Portfolio LRGE Stock Details LRGE Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q1	–	Sell	-3,104	Closed	-$234K	–	1496
2024 Q4	$234K	Sell	3,104 -184	-6%	-$13.9K	0.01%	703
2024 Q3	$240K	Buy	+3,288	New	+$231K	0.01%	663

Other funds holding LRGE

OWA

Opal Wealth Advisors Jericho, New York $442M AUM 16.5% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

AAS

Avantax Advisory Services Dallas, Texas $18.2B AUM 15.06% 1-Year Est. Return

Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

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

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

AFA

AA Financial Advisors Columbus, Ohio $710M AUM 18.48% 1-Year Est. Return

GeoWealth Management's LRGE Position: Q1 2025 in Review

GeoWealth Management sold out of ClearBridge Large Cap Growth Select ETF (LRGE) in Q1 2025, closing a stake of 3,104 shares — an estimated $234K sold.

GeoWealth Management first reported a position in LRGE in Q3 2024 and held it in 2 quarters. The position peaked at $240K in Q3 2024. 83 funds tracked by Wall St. Rank hold LRGE as of Q1 2025.

GeoWealth Management reported no remaining ClearBridge Large Cap Growth Select ETF position as of Q1 2025 after selling out during the quarter.
GeoWealth Management sold 3,104 ClearBridge Large Cap Growth Select ETF shares in Q1 2025, an estimated $234K.
GeoWealth Management first reported a position in ClearBridge Large Cap Growth Select ETF in Q3 2024 and held it in 2 quarters.
GeoWealth Management's ClearBridge Large Cap Growth Select ETF position peaked at $240K in Q3 2024.
83 funds tracked by Wall St. Rank held ClearBridge Large Cap Growth Select ETF as of Q1 2025.

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