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GeoWealth Management’s Pembina Pipeline PBA Stock Holding History

GeoWealth Management’s Portfolio PBA Stock Details PBA Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q1 		– Sell
-422
Closed -$15.6K – 1582
2024
Q4 		$15.6K Buy
422
+272
+181% +$11.1K ﹤0.01% 1425
2024
Q3 		$6.19K Buy
+150
New +$5.87K ﹤0.01% 1429

Other funds holding PBA

Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return
Fidelity International
Fidelity International Hamilton, Bermuda $139B AUM 29.06% 1-Year Est. Return
Mackenzie Financial
Mackenzie Financial Toronto Ontario, Ontario, Canada $100B AUM 36.93% 1-Year Est. Return
CIBC World Market
CIBC World Market Toronto, Ontario, Canada $62.3B AUM 44.64% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return
Canada Pension Plan Investment Board
Canada Pension Plan Investment Board Toronto Ontario, Ontario, Canada $181B AUM 41.77% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
TD Asset Management
TD Asset Management Toronto, Ontario, Canada $115B AUM 41.58% 1-Year Est. Return

GeoWealth Management's PBA Position: Q1 2025 in Review

GeoWealth Management sold out of Pembina Pipeline (PBA) in Q1 2025, closing a stake of 422 shares — an estimated $15.6K sold.

GeoWealth Management first reported a position in PBA in Q3 2024 and held it in 2 quarters. The position peaked at $15.6K in Q4 2024. 419 funds tracked by Wall St. Rank hold PBA as of Q1 2025.

  • GeoWealth Management reported no remaining Pembina Pipeline position as of Q1 2025 after selling out during the quarter.
  • GeoWealth Management sold 422 Pembina Pipeline shares in Q1 2025, an estimated $15.6K.
  • GeoWealth Management first reported a position in Pembina Pipeline in Q3 2024 and held it in 2 quarters.
  • GeoWealth Management's Pembina Pipeline position peaked at $15.6K in Q4 2024.
  • 419 funds tracked by Wall St. Rank held Pembina Pipeline as of Q1 2025.

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