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GeoWealth Management’s Onto Innovation ONTO Stock Holding History

GeoWealth Management’s Portfolio ONTO Stock Details ONTO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q4 		– Sell
-61
Closed -$12.7K – 1861
2024
Q3 		$12.7K Buy
+61
New +$12.3K ﹤0.01% 1341

Other funds holding ONTO

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Artisan Partners
Artisan Partners Milwaukee, Wisconsin $63.1B AUM 35.51% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
PCMI
Paradigm Capital Management Inc Albany, New York $3.67B AUM 121.12% 1-Year Est. Return
GCM
Geneva Capital Management Milwaukee, Wisconsin $4.36B AUM 17.81% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

GeoWealth Management's ONTO Position: Q4 2024 in Review

GeoWealth Management sold out of Onto Innovation (ONTO) in Q4 2024, closing a stake of 61 shares — an estimated $12.7K sold.

GeoWealth Management first reported a position in ONTO in Q3 2024 and held it in 1 quarter. The position peaked at $12.7K in Q3 2024. 520 funds tracked by Wall St. Rank hold ONTO as of Q4 2024.

  • GeoWealth Management reported no remaining Onto Innovation position as of Q4 2024 after selling out during the quarter.
  • GeoWealth Management sold 61 Onto Innovation shares in Q4 2024, an estimated $12.7K.
  • GeoWealth Management first reported a position in Onto Innovation in Q3 2024 and held it in 1 quarter.
  • GeoWealth Management's Onto Innovation position peaked at $12.7K in Q3 2024.
  • 520 funds tracked by Wall St. Rank held Onto Innovation as of Q4 2024.

Based on GeoWealth Management's 13F filing for Q4 2024, filed 13 Feb 2025.