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GeoWealth Management’s Penske Automotive Group PAG Stock Holding History

GeoWealth Management’s Portfolio PAG Stock Details PAG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q3 		– Sell
-191
Closed -$32.8K – 1084
2025
Q2 		$32.8K Buy
+191
New +$30.6K ﹤0.01% 1007

Other funds holding PAG

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
BAM
Burgundy Asset Management Toronto, Ontario, Canada $10.6B AUM 13.39% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

GeoWealth Management's PAG Position: Q3 2025 in Review

GeoWealth Management sold out of Penske Automotive Group (PAG) in Q3 2025, closing a stake of 191 shares — an estimated $32.8K sold.

GeoWealth Management first reported a position in PAG in Q2 2025 and held it in 1 quarter. The position peaked at $32.8K in Q2 2025. 387 funds tracked by Wall St. Rank hold PAG as of Q3 2025.

  • GeoWealth Management reported no remaining Penske Automotive Group position as of Q3 2025 after selling out during the quarter.
  • GeoWealth Management sold 191 Penske Automotive Group shares in Q3 2025, an estimated $32.8K.
  • GeoWealth Management first reported a position in Penske Automotive Group in Q2 2025 and held it in 1 quarter.
  • GeoWealth Management's Penske Automotive Group position peaked at $32.8K in Q2 2025.
  • 387 funds tracked by Wall St. Rank held Penske Automotive Group as of Q3 2025.

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