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GeoWealth Management’s Mueller Industries MLI Stock Holding History

GeoWealth Management’s Portfolio MLI Stock Details MLI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q1 		– Sell
-19,406
Closed -$770K – 1513
2024
Q4 		$770K Sell
19,406
-1,924
-9% -$78.2K 0.03% 363
2024
Q3 		$790K Sell
21,330
-7,042
-25% -$236K 0.03% 363
2024
Q2 		$808K Buy
+28,372
New +$795K 0.04% 313

Other funds holding MLI

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
GI
GAMCO Investors Greenwich, Connecticut $10.2B AUM 30.27% 1-Year Est. Return
William Blair Investment Management
William Blair Investment Management Chicago, Illinois $30.3B AUM 33.75% 1-Year Est. Return
Allspring Global Investments
Allspring Global Investments Charlotte, North Carolina $59.7B AUM 29.08% 1-Year Est. Return

GeoWealth Management's MLI Position: Q1 2025 in Review

GeoWealth Management sold out of Mueller Industries (MLI) in Q1 2025, closing a stake of 19,406 shares — an estimated $770K sold.

GeoWealth Management first reported a position in MLI in Q2 2024 and held it in 3 quarters. The position peaked at $808K in Q2 2024. 533 funds tracked by Wall St. Rank hold MLI as of Q1 2025.

  • GeoWealth Management reported no remaining Mueller Industries position as of Q1 2025 after selling out during the quarter.
  • GeoWealth Management sold 19,406 Mueller Industries shares in Q1 2025, an estimated $770K.
  • GeoWealth Management first reported a position in Mueller Industries in Q2 2024 and held it in 3 quarters.
  • GeoWealth Management's Mueller Industries position peaked at $808K in Q2 2024.
  • 533 funds tracked by Wall St. Rank held Mueller Industries as of Q1 2025.

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