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GeoWealth Management’s Phillips Edison & Co PECO Stock Holding History

GeoWealth Management’s Portfolio PECO Stock Details PECO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		– Sell
-41
Closed -$1.5K – 1272
2025
Q1 		$1.5K Sell
41
-266
-87% -$9.61K ﹤0.01% 1031
2024
Q4 		$11.5K Buy
307
+71
+30% +$2.71K ﹤0.01% 1470
2024
Q3 		$8.9K Buy
+236
New +$8.42K ﹤0.01% 1385

Other funds holding PECO

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM

GeoWealth Management's PECO Position: Q2 2025 in Review

GeoWealth Management sold out of Phillips Edison & Co (PECO) in Q2 2025, closing a stake of 41 shares — an estimated $1.5K sold.

GeoWealth Management first reported a position in PECO in Q3 2024 and held it in 3 quarters. The position peaked at $11.5K in Q4 2024. 420 funds tracked by Wall St. Rank hold PECO as of Q2 2025.

  • GeoWealth Management reported no remaining Phillips Edison & Co position as of Q2 2025 after selling out during the quarter.
  • GeoWealth Management sold 41 Phillips Edison & Co shares in Q2 2025, an estimated $1.5K.
  • GeoWealth Management first reported a position in Phillips Edison & Co in Q3 2024 and held it in 3 quarters.
  • GeoWealth Management's Phillips Edison & Co position peaked at $11.5K in Q4 2024.
  • 420 funds tracked by Wall St. Rank held Phillips Edison & Co as of Q2 2025.

Based on GeoWealth Management's 13F filing for Q2 2025, filed 13 Aug 2025.