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GeoWealth Management’s Lumen Technologies, Inc. Common Stock LUMN Stock Holding History

GeoWealth Management’s Portfolio LUMN Stock Details LUMN Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q1 		– Sell
-531
Closed -$2.82K – 1498
2024
Q4 		$2.82K Buy
531
+96
+22% +$662 ﹤0.01% 1613
2024
Q3 		$3.09K Buy
+435
New +$1.86K ﹤0.01% 1510
2024
Q2 		– Sell
-24,704
Closed -$38.5K – 915
2024
Q1 		$38.5K Buy
+24,704
New +$38.6K ﹤0.01% 816

Other funds holding LUMN

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
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
HSBC Holdings
HSBC Holdings London, United Kingdom $239B AUM 42.32% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

GeoWealth Management's LUMN Position: Q1 2025 in Review

GeoWealth Management sold out of Lumen Technologies, Inc. Common Stock (LUMN) in Q1 2025, closing a stake of 531 shares — an estimated $2.82K sold.

GeoWealth Management first reported a position in LUMN in Q1 2024 and held it in 3 quarters. The position peaked at $38.5K in Q1 2024. 539 funds tracked by Wall St. Rank hold LUMN as of Q1 2025.

  • GeoWealth Management reported no remaining Lumen Technologies, Inc. Common Stock position as of Q1 2025 after selling out during the quarter.
  • GeoWealth Management sold 531 Lumen Technologies, Inc. Common Stock shares in Q1 2025, an estimated $2.82K.
  • GeoWealth Management first reported a position in Lumen Technologies, Inc. Common Stock in Q1 2024 and held it in 3 quarters.
  • GeoWealth Management's Lumen Technologies, Inc. Common Stock position peaked at $38.5K in Q1 2024.
  • 539 funds tracked by Wall St. Rank held Lumen Technologies, Inc. Common Stock as of Q1 2025.

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