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GeoWealth Management’s Main Street Capital MAIN Stock Holding History

GeoWealth Management’s Portfolio MAIN Stock Details MAIN Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q1 		– Sell
-56
Closed -$3.28K – 1501
2024
Q4 		$3.28K Hold
56
– – ﹤0.01% 1600
2024
Q3 		$2.81K Buy
+56
New +$2.8K ﹤0.01% 1525

Other funds holding MAIN

T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
VanEck Associates
VanEck Associates New York $133B AUM 72.99% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Legal & General Group
Legal & General Group London, United Kingdom $432B AUM 29.4% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
AHC
Adell Harriman & Carpenter Houston, Texas $1.64B AUM 36.77% 1-Year Est. Return
SIS
Sound Income Strategies Ft Lauderdale, Florida $2.07B AUM 4.33% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

GeoWealth Management's MAIN Position: Q1 2025 in Review

GeoWealth Management sold out of Main Street Capital (MAIN) in Q1 2025, closing a stake of 56 shares — an estimated $3.28K sold.

GeoWealth Management first reported a position in MAIN in Q3 2024 and held it in 2 quarters. The position peaked at $3.28K in Q4 2024. 390 funds tracked by Wall St. Rank hold MAIN as of Q1 2025.

  • GeoWealth Management reported no remaining Main Street Capital position as of Q1 2025 after selling out during the quarter.
  • GeoWealth Management sold 56 Main Street Capital shares in Q1 2025, an estimated $3.28K.
  • GeoWealth Management first reported a position in Main Street Capital in Q3 2024 and held it in 2 quarters.
  • GeoWealth Management's Main Street Capital position peaked at $3.28K in Q4 2024.
  • 390 funds tracked by Wall St. Rank held Main Street Capital as of Q1 2025.

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