GM
PARA

GeoWealth Management’s Paramount Global Class B PARA Stock Holding History

GeoWealth Management’s Portfolio PARA Stock Details PARA Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q3 		– Sell
-2,384
Closed -$30.8K – 1085
2025
Q2 		$30.8K Buy
2,384
+1,532
+180% +$17.9K ﹤0.01% 1014
2025
Q1 		$10.2K Sell
852
-161
-16% -$1.8K ﹤0.01% 995
2024
Q4 		$10.6K Buy
1,013
+716
+241% +$7.7K ﹤0.01% 1482
2024
Q3 		$3.15K Buy
+297
New +$3.23K ﹤0.01% 1508

Other funds holding PARA

HRC
Hoertkorn Richard Charles $122M AUM 31% 1-Year Est. Return
RIM
Rakuten Investment Management Tokyo, Japan $49.2B AUM
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
DekaBank Deutsche Girozentrale
DekaBank Deutsche Girozentrale Frankfurt, Germany $60.6B AUM 23.27% 1-Year Est. Return
SRC
Shufro Rose & Co New York $1.47B AUM 19.38% 1-Year Est. Return
IA
IFP Advisors Tampa, Florida $4.82B AUM 20.19% 1-Year Est. Return
HNB
Huntington National Bank Columbus, Ohio $18.1B AUM 24.69% 1-Year Est. Return
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return

GeoWealth Management's PARA Position: Q3 2025 in Review

GeoWealth Management sold out of Paramount Global Class B (PARA) in Q3 2025, closing a stake of 2,384 shares — an estimated $30.8K sold.

GeoWealth Management first reported a position in PARA in Q3 2024 and held it in 4 quarters. The position peaked at $30.8K in Q2 2025. 8 funds tracked by Wall St. Rank hold PARA as of Q3 2025.

  • GeoWealth Management reported no remaining Paramount Global Class B position as of Q3 2025 after selling out during the quarter.
  • GeoWealth Management sold 2,384 Paramount Global Class B shares in Q3 2025, an estimated $30.8K.
  • GeoWealth Management first reported a position in Paramount Global Class B in Q3 2024 and held it in 4 quarters.
  • GeoWealth Management's Paramount Global Class B position peaked at $30.8K in Q2 2025.
  • 8 funds tracked by Wall St. Rank held Paramount Global Class B as of Q3 2025.

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