GeoWealth Management’s MoneyLion Inc. ML Stock Holding History

GeoWealth Management’s Portfolio ML Stock Details ML Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q1	–	Sell	-10	Closed	-$860	–	1841
2024 Q4	$860	Buy	+10	New	+$675	﹤0.01%	1707

Other funds holding ML

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

StepStone Group La Jolla, California $207M AUM 12.33% 1-Year Est. Return

MMCAP International Grand Cayman, Cayman Islands $1.16B AUM 77.9% 1-Year Est. Return

LMR Partners London, United Kingdom $45.4B AUM 60.68% 1-Year Est. Return

UOC

UBS O'Connor Chicago, Illinois $3.38B AUM 63.08% 1-Year Est. Return

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

AAM

Alpine Associates Management Palm Beach, Florida $1.7B AUM 97.55% 1-Year Est. Return

GCL

Glazer Capital LLC New York $4.71B AUM 81.93% 1-Year Est. Return

Hudson Bay Capital Management Stamford, Connecticut $29B AUM 30.2% 1-Year Est. Return

Tudor Investment Corp Stamford, Connecticut $53.9B AUM 29.12% 1-Year Est. Return

GeoWealth Management's ML Position: Q1 2025 in Review

GeoWealth Management sold out of MoneyLion Inc. (ML) in Q1 2025, closing a stake of 10 shares — an estimated $860 sold.

GeoWealth Management first reported a position in ML in Q4 2024 and held it in 1 quarter. The position peaked at $860 in Q4 2024. 149 funds tracked by Wall St. Rank hold ML as of Q1 2025.

GeoWealth Management reported no remaining MoneyLion Inc. position as of Q1 2025 after selling out during the quarter.
GeoWealth Management sold 10 MoneyLion Inc. shares in Q1 2025, an estimated $860.
GeoWealth Management first reported a position in MoneyLion Inc. in Q4 2024 and held it in 1 quarter.
GeoWealth Management's MoneyLion Inc. position peaked at $860 in Q4 2024.
149 funds tracked by Wall St. Rank held MoneyLion Inc. as of Q1 2025.

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