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GeoWealth Management’s Stride LRN Stock Holding History

GeoWealth Management’s Portfolio LRN Stock Details LRN Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q1 		– Sell
-797
Closed -$82.8K – 1497
2024
Q4 		$82.8K Buy
+797
New +$75.8K ﹤0.01% 1019

Other funds holding LRN

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
William Blair Investment Management
William Blair Investment Management Chicago, Illinois $33.3B AUM 44.76% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London $209B AUM 37.72% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return
CAM
Congress Asset Management Boston, Massachusetts $15.4B AUM 30.35% 1-Year Est. Return
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management San Mateo, California $36.7B AUM 74.15% 1-Year Est. Return

GeoWealth Management's LRN Position: Q1 2025 in Review

GeoWealth Management sold out of Stride (LRN) in Q1 2025, closing a stake of 797 shares — an estimated $82.8K sold.

GeoWealth Management first reported a position in LRN in Q4 2024 and held it in 1 quarter. The position peaked at $82.8K in Q4 2024. 473 funds tracked by Wall St. Rank hold LRN as of Q1 2025.

  • GeoWealth Management reported no remaining Stride position as of Q1 2025 after selling out during the quarter.
  • GeoWealth Management sold 797 Stride shares in Q1 2025, an estimated $82.8K.
  • GeoWealth Management first reported a position in Stride in Q4 2024 and held it in 1 quarter.
  • GeoWealth Management's Stride position peaked at $82.8K in Q4 2024.
  • 473 funds tracked by Wall St. Rank held Stride as of Q1 2025.

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