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GeoWealth Management’s Natera NTRA Stock Holding History

GeoWealth Management’s Portfolio NTRA Stock Details NTRA Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$217K Buy
+799
New +$170K 0.01% 763
2025
Q3 		– Sell
-764
Closed -$129K – 1064
2025
Q2 		$129K Buy
+764
New +$119K 0.01% 757
2025
Q1 		– Sell
-709
Closed -$112K – 1553
2024
Q4 		$112K Sell
709
-720
-50% -$105K ﹤0.01% 934
2024
Q3 		$181K Buy
+1,429
New +$164K 0.01% 745

Other funds holding NTRA

JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
DFO
Duquesne Family Office New York $5.21B AUM 87.01% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

GeoWealth Management's NTRA Position: Q2 2026 in Review

GeoWealth Management opened a new position in Natera (NTRA) in Q2 2026: 799 shares worth $217K. The stake represents 0.01% of the portfolio and ranks #763 among its holdings. This is a return to the name: GeoWealth Management previously reported a position in NTRA as recently as Q2 2025.

GeoWealth Management first reported a position in NTRA in Q3 2024 and has held it in 4 quarters since. 849 funds tracked by Wall St. Rank hold NTRA as of Q2 2026.

  • GeoWealth Management held 799 shares of Natera worth $217K as of Q2 2026.
  • Natera was a new GeoWealth Management position in Q2 2026.
  • Natera made up 0.01% of GeoWealth Management's portfolio in Q2 2026, its #763 holding.
  • GeoWealth Management first reported a position in Natera in Q3 2024 and has held it in 4 quarters since.
  • 849 funds tracked by Wall St. Rank held Natera as of Q2 2026.

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