GM
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GeoWealth Management’s Principal Financial Group PFG Stock Holding History

GeoWealth Management’s Portfolio PFG Stock Details PFG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q3 		– Sell
-554
Closed -$44K – 1090
2025
Q2 		$44K Buy
554
+86
+18% +$6.6K ﹤0.01% 965
2025
Q1 		$39.5K Sell
468
-401
-46% -$33.4K ﹤0.01% 917
2024
Q4 		$67.3K Sell
869
-60
-6% -$5.06K ﹤0.01% 1066
2024
Q3 		$79.8K Sell
929
-796
-46% -$64.3K ﹤0.01% 948
2024
Q2 		$135K Sell
1,725
-656
-28% -$53.3K 0.01% 750
2024
Q1 		$206K Buy
2,381
+1,033
+77% +$82.9K 0.01% 682
2023
Q4 		$106K Buy
+1,348
New +$97.6K 0.01% 583

Other funds holding PFG

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
NLI
Nippon Life Insurance Tokyo, Japan $6.04B AUM 4.21% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return