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GeoWealth Management’s Moderna MRNA Stock Holding History

GeoWealth Management’s Portfolio MRNA Stock Details MRNA Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q1 		– Sell
-413
Closed -$17.2K – 1529
2024
Q4 		$17.2K Sell
413
-201
-33% -$9.61K ﹤0.01% 1406
2024
Q3 		$41K Sell
614
-708
-54% -$65K ﹤0.01% 1130
2024
Q2 		$157K Sell
1,322
-52
-4% -$6.58K 0.01% 733
2024
Q1 		$146K Buy
+1,374
New +$138K 0.01% 738

Other funds holding MRNA

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
TP
Theleme Partners London, United Kingdom $1.5B AUM 19.72% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

GeoWealth Management's MRNA Position: Q1 2025 in Review

GeoWealth Management sold out of Moderna (MRNA) in Q1 2025, closing a stake of 413 shares — an estimated $17.2K sold.

GeoWealth Management first reported a position in MRNA in Q1 2024 and held it in 4 quarters. The position peaked at $157K in Q2 2024. 693 funds tracked by Wall St. Rank hold MRNA as of Q1 2025.

  • GeoWealth Management reported no remaining Moderna position as of Q1 2025 after selling out during the quarter.
  • GeoWealth Management sold 413 Moderna shares in Q1 2025, an estimated $17.2K.
  • GeoWealth Management first reported a position in Moderna in Q1 2024 and held it in 4 quarters.
  • GeoWealth Management's Moderna position peaked at $157K in Q2 2024.
  • 693 funds tracked by Wall St. Rank held Moderna as of Q1 2025.

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