GeoWealth Management’s MP Materials MP Stock Holding History

GeoWealth Management’s Portfolio MP Stock Details MP Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q1	–	Sell	-1,087	Closed	-$17K	–	1524
2024 Q4	$17K	Buy	+1,087	New	+$20.2K	﹤0.01%	1409

Other funds holding MP

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

Hancock Prospecting West Perth, Australia $3.33B AUM 65.96% 1-Year Est. Return

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

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

CLG

Cooperman Leon G $3.05B AUM 42.78% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

GeoWealth Management's MP Position: Q1 2025 in Review

GeoWealth Management sold out of MP Materials (MP) in Q1 2025, closing a stake of 1,087 shares — an estimated $17K sold.

GeoWealth Management first reported a position in MP in Q4 2024 and held it in 1 quarter. The position peaked at $17K in Q4 2024. 407 funds tracked by Wall St. Rank hold MP as of Q1 2025.

GeoWealth Management reported no remaining MP Materials position as of Q1 2025 after selling out during the quarter.
GeoWealth Management sold 1,087 MP Materials shares in Q1 2025, an estimated $17K.
GeoWealth Management first reported a position in MP Materials in Q4 2024 and held it in 1 quarter.
GeoWealth Management's MP Materials position peaked at $17K in Q4 2024.
407 funds tracked by Wall St. Rank held MP Materials as of Q1 2025.

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