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GeoWealth Management’s Nasdaq NDAQ Stock Holding History

GeoWealth Management’s Portfolio NDAQ Stock Details NDAQ Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$571K Sell
7,247
-366
-5% -$32.1K 0.02% 471
2026
Q1 		$646K Sell
7,613
-2,002
-21% -$179K 0.02% 411
2025
Q4 		$934K Sell
9,615
-325
-3% -$29.2K 0.03% 289
2025
Q3 		$879K Sell
9,940
-28
-0.3% -$2.59K 0.03% 330
2025
Q2 		$891K Buy
9,968
+5,727
+135% +$457K 0.03% 281
2025
Q1 		$322K Sell
4,241
-818
-16% -$64.4K 0.01% 534
2024
Q4 		$391K Buy
5,059
+2,623
+108% +$203K 0.01% 536
2024
Q3 		$178K Buy
+2,436
New +$166K 0.01% 751

Other funds holding NDAQ

IA
Investor AB Stockholm, Sweden $14.4B AUM 4.07% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return

GeoWealth Management's NDAQ Position: Q2 2026 in Review

GeoWealth Management reduced its Nasdaq (NDAQ) stake by 4.8% in Q2 2026, selling an estimated $32.1K and leaving 7,247 shares worth $571K. The position accounts for 0.02% of the portfolio, ranked #471.

GeoWealth Management first reported a position in NDAQ in Q3 2024 and has held it in 8 quarters since. The position peaked at $934K in Q4 2025. 1,087 funds tracked by Wall St. Rank hold NDAQ as of Q2 2026.

  • GeoWealth Management held 7,247 shares of Nasdaq worth $571K as of Q2 2026.
  • GeoWealth Management sold 366 Nasdaq shares in Q2 2026, an estimated $32.1K.
  • Nasdaq made up 0.02% of GeoWealth Management's portfolio in Q2 2026, its #471 holding.
  • GeoWealth Management first reported a position in Nasdaq in Q3 2024 and has held it in 8 quarters since.
  • GeoWealth Management's Nasdaq position peaked at $934K in Q4 2025.
  • 1,087 funds tracked by Wall St. Rank held Nasdaq as of Q2 2026.

Based on GeoWealth Management's 13F filing for Q2 2026, filed 30 Jul 2026.