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GeoWealth Management’s Nicolet Bankshares NIC Stock Holding History

GeoWealth Management’s Portfolio NIC Stock Details NIC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q3 		– Sell
-3
Closed -$370 – 1058
2025
Q2 		$370 Hold
3
– – ﹤0.01% 1183
2025
Q1 		$327 Sell
3
-13
-81% -$1.46K ﹤0.01% 1046
2024
Q4 		$1.68K Buy
16
+6
+60% +$634 ﹤0.01% 1661
2024
Q3 		$957 Buy
+10
New +$935 ﹤0.01% 1595

Other funds holding NIC

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
NB
Nicolet Bankshares Green Bay, Wisconsin $2.71B AUM 17.55% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return
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
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $116B AUM 26.37% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return

GeoWealth Management's NIC Position: Q3 2025 in Review

GeoWealth Management sold out of Nicolet Bankshares (NIC) in Q3 2025, closing a stake of 3 shares — an estimated $370 sold.

GeoWealth Management first reported a position in NIC in Q3 2024 and held it in 4 quarters. The position peaked at $1.68K in Q4 2024. 180 funds tracked by Wall St. Rank hold NIC as of Q3 2025.

  • GeoWealth Management reported no remaining Nicolet Bankshares position as of Q3 2025 after selling out during the quarter.
  • GeoWealth Management sold 3 Nicolet Bankshares shares in Q3 2025, an estimated $370.
  • GeoWealth Management first reported a position in Nicolet Bankshares in Q3 2024 and held it in 4 quarters.
  • GeoWealth Management's Nicolet Bankshares position peaked at $1.68K in Q4 2024.
  • 180 funds tracked by Wall St. Rank held Nicolet Bankshares as of Q3 2025.

Based on GeoWealth Management's 13F filing for Q3 2025, filed 13 Nov 2025.