GeoWealth Management’s Vail Resorts MTN Stock Holding History

GeoWealth Management’s Portfolio MTN Stock Details MTN Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q1	–	Sell	-291	Closed	-$54.5K	–	1531
2024 Q4	$54.5K	Buy	291 +180	+162%	+$32.2K	﹤0.01%	1140
2024 Q3	$19.3K	Sell	111 -87	-44%	-$15.6K	﹤0.01%	1285
2024 Q2	$35.7K	Buy	+198	New	+$39.4K	﹤0.01%	827
2023 Q1	–	Sell	-23	Closed	-$5K	–	419
2022 Q4	$5K	Buy	+23	New	+$5.4K	﹤0.01%	345

Other funds holding MTN

BAMCO Inc New York $66.6B AUM 7.35% 1-Year Est. Return

Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

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

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Harris Associates Chicago, Illinois $75.4B AUM 14.46% 1-Year Est. Return

Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $128B AUM 35.83% 1-Year Est. Return

First Pacific Advisors El Segundo, California $8.09B AUM 21.95% 1-Year Est. Return

GeoWealth Management's MTN Position: Q1 2025 in Review

GeoWealth Management sold out of Vail Resorts (MTN) in Q1 2025, closing a stake of 291 shares — an estimated $54.5K sold.

GeoWealth Management first reported a position in MTN in Q4 2022 and held it in 4 quarters. The position peaked at $54.5K in Q4 2024. 449 funds tracked by Wall St. Rank hold MTN as of Q1 2025.

GeoWealth Management reported no remaining Vail Resorts position as of Q1 2025 after selling out during the quarter.
GeoWealth Management sold 291 Vail Resorts shares in Q1 2025, an estimated $54.5K.
GeoWealth Management first reported a position in Vail Resorts in Q4 2022 and held it in 4 quarters.
GeoWealth Management's Vail Resorts position peaked at $54.5K in Q4 2024.
449 funds tracked by Wall St. Rank held Vail Resorts as of Q1 2025.

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