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GeoWealth Management’s Universal Display OLED Stock Holding History

GeoWealth Management’s Portfolio OLED Stock Details OLED Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q3 		– Sell
-91
Closed -$14.1K – 1076
2025
Q2 		$14.1K Buy
91
+35
+63% +$4.9K ﹤0.01% 1099
2025
Q1 		$7.81K Sell
56
-25
-31% -$3.73K ﹤0.01% 1002
2024
Q4 		$11.8K Buy
81
+4
+5% +$712 ﹤0.01% 1465
2024
Q3 		$16.2K Buy
+77
New +$15.6K ﹤0.01% 1322

Other funds holding OLED

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
Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management Los Angeles, California $34B AUM 6.31% 1-Year Est. Return
Primecap Management
Primecap Management Pasadena, California $127B AUM 44.11% 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
GF
Greenhouse Funds Baltimore, Maryland $2.23B AUM 12.38% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

GeoWealth Management's OLED Position: Q3 2025 in Review

GeoWealth Management sold out of Universal Display (OLED) in Q3 2025, closing a stake of 91 shares — an estimated $14.1K sold.

GeoWealth Management first reported a position in OLED in Q3 2024 and held it in 4 quarters. The position peaked at $16.2K in Q3 2024. 492 funds tracked by Wall St. Rank hold OLED as of Q3 2025.

  • GeoWealth Management reported no remaining Universal Display position as of Q3 2025 after selling out during the quarter.
  • GeoWealth Management sold 91 Universal Display shares in Q3 2025, an estimated $14.1K.
  • GeoWealth Management first reported a position in Universal Display in Q3 2024 and held it in 4 quarters.
  • GeoWealth Management's Universal Display position peaked at $16.2K in Q3 2024.
  • 492 funds tracked by Wall St. Rank held Universal Display as of Q3 2025.

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