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GeoWealth Management’s OneMain Financial OMF Stock Holding History

GeoWealth Management’s Portfolio OMF Stock Details OMF Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$237K Buy
3,887
+66
+2% +$3.72K 0.01% 724
2026
Q1 		$204K Buy
+3,821
New +$227K 0.01% 719
2025
Q3 		– Sell
-863
Closed -$49.2K – 1077
2025
Q2 		$49.2K Buy
+863
New +$43K ﹤0.01% 944
2025
Q1 		– Sell
-599
Closed -$31.2K – 1567
2024
Q4 		$31.2K Sell
599
-69
-10% -$3.58K ﹤0.01% 1282
2024
Q3 		$31.4K Buy
+668
New +$32.1K ﹤0.01% 1199

Other funds holding OMF

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
BWA
Brave Warrior Advisors New York $4.59B AUM 9.32% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
FMI
Fiduciary Management Inc Milwaukee, Wisconsin $7.03B AUM 11.68% 1-Year Est. Return

GeoWealth Management's OMF Position: Q2 2026 in Review

GeoWealth Management increased its OneMain Financial (OMF) stake by 1.7% in Q2 2026, buying an estimated $3.72K and bringing the position to 3,887 shares worth $237K. The position accounts for 0.01% of the portfolio, ranked #724.

GeoWealth Management first reported a position in OMF in Q3 2024 and has held it in 5 quarters since. 525 funds tracked by Wall St. Rank hold OMF as of Q2 2026.

  • GeoWealth Management held 3,887 shares of OneMain Financial worth $237K as of Q2 2026.
  • GeoWealth Management bought 66 OneMain Financial shares in Q2 2026, an estimated $3.72K.
  • OneMain Financial made up 0.01% of GeoWealth Management's portfolio in Q2 2026, its #724 holding.
  • GeoWealth Management first reported a position in OneMain Financial in Q3 2024 and has held it in 5 quarters since.
  • 525 funds tracked by Wall St. Rank held OneMain Financial as of Q2 2026.

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