GeoWealth Management’s Principal Financial Group PFG Stock Holding History
Bought
Maintained
Sold
Other funds holding PFG
NLI
GeoWealth Management's PFG Position: Q3 2025 in Review
GeoWealth Management sold out of Principal Financial Group (PFG) in Q3 2025, closing a stake of 554 shares — an estimated $44K sold.
GeoWealth Management first reported a position in PFG in Q4 2023 and held it in 7 quarters. The position peaked at $206K in Q1 2024. 829 funds tracked by Wall St. Rank hold PFG as of Q3 2025.
- GeoWealth Management reported no remaining Principal Financial Group position as of Q3 2025 after selling out during the quarter.
- GeoWealth Management sold 554 Principal Financial Group shares in Q3 2025, an estimated $44K.
- GeoWealth Management first reported a position in Principal Financial Group in Q4 2023 and held it in 7 quarters.
- GeoWealth Management's Principal Financial Group position peaked at $206K in Q1 2024.
- 829 funds tracked by Wall St. Rank held Principal Financial Group as of Q3 2025.
Based on GeoWealth Management's 13F filing for Q3 2025, filed 13 Nov 2025.