GeoWealth Management’s Paycom PAYC Stock Holding History

GeoWealth Management’s Portfolio PAYC Stock Details PAYC Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q1	–	Sell	-568	Closed	-$116K	–	1580
2024 Q4	$116K	Buy	568 +146	+35%	+$29.7K	﹤0.01%	922
2024 Q3	$70.3K	Buy	+422	New	+$67.5K	﹤0.01%	975

Other funds holding PAYC

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Polen Capital Management Boca Raton, Florida $14.5B AUM 5.7% 1-Year Est. Return

Harris Associates Chicago, Illinois $75B AUM 11.27% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return

Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Sylebra Capital Palo Alto, California $774M AUM 56.69% 1-Year Est. Return

GeoWealth Management's PAYC Position: Q1 2025 in Review

GeoWealth Management sold out of Paycom (PAYC) in Q1 2025, closing a stake of 568 shares — an estimated $116K sold.

GeoWealth Management first reported a position in PAYC in Q3 2024 and held it in 2 quarters. The position peaked at $116K in Q4 2024. 722 funds tracked by Wall St. Rank hold PAYC as of Q1 2025.

GeoWealth Management reported no remaining Paycom position as of Q1 2025 after selling out during the quarter.
GeoWealth Management sold 568 Paycom shares in Q1 2025, an estimated $116K.
GeoWealth Management first reported a position in Paycom in Q3 2024 and held it in 2 quarters.
GeoWealth Management's Paycom position peaked at $116K in Q4 2024.
722 funds tracked by Wall St. Rank held Paycom as of Q1 2025.

Based on GeoWealth Management's 13F filing for Q1 2025, filed 9 May 2025.