GeoWealth Management’s PACCAR PCAR Stock Holding History

GeoWealth Management’s Portfolio PCAR Stock Details PCAR Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q3	–	Sell	-1,112	Closed	-$106K	–	1086
2025 Q2	$106K	Sell	1,112 -800	-42%	-$73.9K	﹤0.01%	799
2025 Q1	$186K	Sell	1,912 -1,704	-47%	-$180K	0.01%	676
2024 Q4	$376K	Sell	3,616 -4	-0.1%	-$438	0.01%	555
2024 Q3	$357K	Sell	3,620 -198	-5%	-$19.4K	0.01%	556
2024 Q2	$393K	Sell	3,818 -9,565	-71%	-$1.05M	0.02%	499
2024 Q1	$1.66M	Sell	13,383 -479	-3%	-$51.5K	0.06%	205
2023 Q4	$1.35M	Buy	13,862 +13,072	+1,655%	+$1.17M	0.11%	179
2023 Q3	$67K	Sell	790 -31	-4%	-$2.64K	0.01%	371
2023 Q2	$68K	Sell	821 -26	-3%	-$1.92K	0.01%	313
2023 Q1	$62K	Buy	+847	New	+$60.6K	0.01%	281

Other funds holding PCAR

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

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

GeoWealth Management's PCAR Position: Q3 2025 in Review

GeoWealth Management sold out of PACCAR (PCAR) in Q3 2025, closing a stake of 1,112 shares — an estimated $106K sold.

GeoWealth Management first reported a position in PCAR in Q1 2023 and held it in 10 quarters. The position peaked at $1.66M in Q1 2024. 977 funds tracked by Wall St. Rank hold PCAR as of Q3 2025.

GeoWealth Management reported no remaining PACCAR position as of Q3 2025 after selling out during the quarter.
GeoWealth Management sold 1,112 PACCAR shares in Q3 2025, an estimated $106K.
GeoWealth Management first reported a position in PACCAR in Q1 2023 and held it in 10 quarters.
GeoWealth Management's PACCAR position peaked at $1.66M in Q1 2024.
977 funds tracked by Wall St. Rank held PACCAR as of Q3 2025.

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