GeoWealth Management’s PotlatchDeltic PCH Stock Holding History

GeoWealth Management’s Portfolio PCH Stock Details PCH Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q1	–	Sell	-3,326	Closed	-$131K	–	1588
2024 Q4	$131K	Buy	+3,326	New	+$141K	﹤0.01%	898

Other funds holding PCH

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

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

Norges Bank Oslo, Norway $935B AUM

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

Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return

Legal & General Group London, United Kingdom $432B AUM 29.4% 1-Year Est. Return

DRZID

DePrince Race & Zollo Inc (DRZ) Winter Park, Florida $5.29B AUM 20.14% 1-Year Est. Return

WHG

Westwood Holdings Group Dallas, Texas $13.7B AUM 21.48% 1-Year Est. Return

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

SAM

Silvercrest Asset Management New York $13.8B AUM 28.39% 1-Year Est. Return

GeoWealth Management's PCH Position: Q1 2025 in Review

GeoWealth Management sold out of PotlatchDeltic (PCH) in Q1 2025, closing a stake of 3,326 shares — an estimated $131K sold.

GeoWealth Management first reported a position in PCH in Q4 2024 and held it in 1 quarter. The position peaked at $131K in Q4 2024. 315 funds tracked by Wall St. Rank hold PCH as of Q1 2025.

GeoWealth Management reported no remaining PotlatchDeltic position as of Q1 2025 after selling out during the quarter.
GeoWealth Management sold 3,326 PotlatchDeltic shares in Q1 2025, an estimated $131K.
GeoWealth Management first reported a position in PotlatchDeltic in Q4 2024 and held it in 1 quarter.
GeoWealth Management's PotlatchDeltic position peaked at $131K in Q4 2024.
315 funds tracked by Wall St. Rank held PotlatchDeltic as of Q1 2025.

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