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GeoWealth Management’s Okta OKTA Stock Holding History

GeoWealth Management’s Portfolio OKTA Stock Details OKTA Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q3 		– Sell
-1,357
Closed -$136K – 1075
2025
Q2 		$136K Buy
1,357
+375
+38% +$40K 0.01% 747
2025
Q1 		$103K Sell
982
-29
-3% -$2.83K ﹤0.01% 779
2024
Q4 		$79.7K Buy
1,011
+409
+68% +$31.7K ﹤0.01% 1029
2024
Q3 		$44.8K Buy
+602
New +$52.6K ﹤0.01% 1108
2023
Q2 		– Sell
-972
Closed -$84K – 463
2023
Q1 		$84K Buy
+972
New +$74K 0.01% 254

Other funds holding OKTA

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
UBS AM
UBS AM Chicago, Illinois $481B AUM 26.39% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

GeoWealth Management's OKTA Position: Q3 2025 in Review

GeoWealth Management sold out of Okta (OKTA) in Q3 2025, closing a stake of 1,357 shares — an estimated $136K sold.

GeoWealth Management first reported a position in OKTA in Q1 2023 and held it in 5 quarters. The position peaked at $136K in Q2 2025. 749 funds tracked by Wall St. Rank hold OKTA as of Q3 2025.

  • GeoWealth Management reported no remaining Okta position as of Q3 2025 after selling out during the quarter.
  • GeoWealth Management sold 1,357 Okta shares in Q3 2025, an estimated $136K.
  • GeoWealth Management first reported a position in Okta in Q1 2023 and held it in 5 quarters.
  • GeoWealth Management's Okta position peaked at $136K in Q2 2025.
  • 749 funds tracked by Wall St. Rank held Okta as of Q3 2025.

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