GeoWealth Management’s National Grid NGG Stock Holding History

GeoWealth Management’s Portfolio NGG Stock Details NGG Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$1.04M	Buy	12,583 +751	+6%	+$63.9K	0.03%	317
2026 Q1	$1M	Buy	11,832 +3,051	+35%	+$263K	0.04%	287
2025 Q4	$679K	Buy	8,781 +834	+10%	+$62.7K	0.03%	368
2025 Q3	$569K	Buy	7,947 +1,567	+25%	+$110K	0.02%	421
2025 Q2	$468K	Buy	6,380 +2,873	+82%	+$197K	0.02%	415
2025 Q1	$220K	Buy	3,507 +1,060	+43%	+$62.3K	0.01%	636
2024 Q4	$139K	Sell	2,447 -1,443	-37%	-$86.8K	﹤0.01%	880
2024 Q3	$255K	Buy	3,890 +867	+29%	+$53.1K	0.01%	644
2024 Q2	$162K	Buy	3,023 +57	+2%	+$3.44K	0.01%	730
2024 Q1	$191K	Buy	2,966 +372	+14%	+$23.5K	0.01%	698
2023 Q4	$166K	Buy	2,594 +2,246	+645%	+$134K	0.01%	531
2023 Q3	$20K	Buy	+348	New	+$21K	﹤0.01%	435

Other funds holding NGG

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Natixis Advisors Boston, Massachusetts $88.9B AUM 38.03% 1-Year Est. Return

Federated Hermes Pittsburgh, Pennsylvania $69.6B AUM 42.52% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return

WCM Investment Management Laguna Beach, California $55.2B AUM 57.07% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

GeoWealth Management's NGG Position: Q2 2026 in Review

GeoWealth Management increased its National Grid (NGG) stake by 6.3% in Q2 2026, buying an estimated $63.9K and bringing the position to 12,583 shares worth $1.04M. The position accounts for 0.03% of the portfolio, ranked #317.

GeoWealth Management first reported a position in NGG in Q3 2023 and has held it in 12 quarters since. 619 funds tracked by Wall St. Rank hold NGG as of Q2 2026.

GeoWealth Management held 12,583 shares of National Grid worth $1.04M as of Q2 2026.
GeoWealth Management bought 751 National Grid shares in Q2 2026, an estimated $63.9K.
National Grid made up 0.03% of GeoWealth Management's portfolio in Q2 2026, its #317 holding.
GeoWealth Management first reported a position in National Grid in Q3 2023 and has held it in 12 quarters since.
619 funds tracked by Wall St. Rank held National Grid as of Q2 2026.

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