GeoWealth Management’s Marqeta MQ Stock Holding History

GeoWealth Management’s Portfolio MQ Stock Details MQ Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q1	–	Sell	-64	Closed	-$966	–	1526
2024 Q4	$966	Buy	64 +56	+700%	+$983	﹤0.01%	1701
2024 Q3	$148	Buy	+8	New	+$167	﹤0.01%	1664

Other funds holding MQ

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

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

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

T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return

Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

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

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Vitruvian Partners London, United Kingdom $112M AUM 2.02% 1-Year Est. Return

NRCM

North Reef Capital Management Laguna Beach, California $2.91B AUM 11.03% 1-Year Est. Return

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

GeoWealth Management's MQ Position: Q1 2025 in Review

GeoWealth Management sold out of Marqeta (MQ) in Q1 2025, closing a stake of 64 shares — an estimated $966 sold.

GeoWealth Management first reported a position in MQ in Q3 2024 and held it in 2 quarters. The position peaked at $966 in Q4 2024. 255 funds tracked by Wall St. Rank hold MQ as of Q1 2025.

GeoWealth Management reported no remaining Marqeta position as of Q1 2025 after selling out during the quarter.
GeoWealth Management sold 64 Marqeta shares in Q1 2025, an estimated $966.
GeoWealth Management first reported a position in Marqeta in Q3 2024 and held it in 2 quarters.
GeoWealth Management's Marqeta position peaked at $966 in Q4 2024.
255 funds tracked by Wall St. Rank held Marqeta as of Q1 2025.

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