GeoWealth Management
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GeoWealth Management’s VanEck Mortgage REIT Income ETF MORT Stock Holding History

GeoWealth Management’s Portfolio MORT Stock Details MORT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q1 		– Sell
-41,101
Closed -$436K – 1522
2024
Q4 		$436K Buy
41,101
+7,409
+22% +$83.4K 0.01% 502
2024
Q3 		$407K Sell
33,692
-4,904
-13% -$57.1K 0.01% 510
2024
Q2 		$432K Buy
38,596
+19,393
+101% +$214K 0.02% 469
2024
Q1 		$224K Buy
19,203
+6,374
+50% +$72.1K 0.01% 650
2023
Q4 		$152K Buy
+12,829
New +$141K 0.01% 539

Other funds holding MORT

LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
Gradient Investments
Gradient Investments Arden Hills, Minnesota $7B AUM 14.85% 1-Year Est. Return
AXS Investments
AXS Investments Port Chester, New York $1.03B AUM 25.05% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $45.2B AUM 20.72% 1-Year Est. Return
Drive Wealth Management
Drive Wealth Management Lehi, Utah $583M AUM 27.24% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return
MML Investors Services
MML Investors Services Springfield, Massachusetts $32.8B AUM 18.62% 1-Year Est. Return
Arete Wealth Advisors
Arete Wealth Advisors Chicago, Illinois $1.58B AUM 24.44% 1-Year Est. Return
Two Sigma Investments
Two Sigma Investments New York $138B AUM 41.87% 1-Year Est. Return

GeoWealth Management's MORT Position: Q1 2025 in Review

GeoWealth Management sold out of VanEck Mortgage REIT Income ETF (MORT) in Q1 2025, closing a stake of 41,101 shares — an estimated $436K sold.

GeoWealth Management first reported a position in MORT in Q4 2023 and held it in 5 quarters. The position peaked at $436K in Q4 2024. 84 funds tracked by Wall St. Rank hold MORT as of Q1 2025.

  • GeoWealth Management reported no remaining VanEck Mortgage REIT Income ETF position as of Q1 2025 after selling out during the quarter.
  • GeoWealth Management sold 41,101 VanEck Mortgage REIT Income ETF shares in Q1 2025, an estimated $436K.
  • GeoWealth Management first reported a position in VanEck Mortgage REIT Income ETF in Q4 2023 and held it in 5 quarters.
  • GeoWealth Management's VanEck Mortgage REIT Income ETF position peaked at $436K in Q4 2024.
  • 84 funds tracked by Wall St. Rank held VanEck Mortgage REIT Income ETF as of Q1 2025.

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