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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
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 $15.1B AUM 29.02% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

GeoWealth Management's NDAQ Position: Q1 2026 in Review

GeoWealth Management reduced its Nasdaq (NDAQ) stake by 21% in Q1 2026, selling an estimated $179K and leaving 7,613 shares worth $646K. The position accounts for 0.02% of the portfolio, ranked #411.

GeoWealth Management first reported a position in NDAQ in Q3 2024 and has held it in 7 quarters since. The position peaked at $934K in Q4 2025. 1,086 funds tracked by Wall St. Rank hold NDAQ as of Q1 2026.

  • GeoWealth Management held 7,613 shares of Nasdaq worth $646K as of Q1 2026.
  • GeoWealth Management sold 2,002 Nasdaq shares in Q1 2026, an estimated $179K.
  • Nasdaq made up 0.02% of GeoWealth Management's portfolio in Q1 2026, its #411 holding.
  • GeoWealth Management first reported a position in Nasdaq in Q3 2024 and has held it in 7 quarters since.
  • GeoWealth Management's Nasdaq position peaked at $934K in Q4 2025.
  • 1,086 funds tracked by Wall St. Rank held Nasdaq as of Q1 2026.

Based on GeoWealth Management's 13F filing for Q1 2026, filed 13 May 2026.