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GeoWealth Management’s Performance Food Group PFGC Stock Holding History

GeoWealth Management’s Portfolio PFGC Stock Details PFGC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q1 		– Sell
-51
Closed -$4.31K – 1597
2024
Q4 		$4.31K Sell
51
-11
-18% -$928 ﹤0.01% 1566
2024
Q3 		$4.86K Buy
+62
New +$4.34K ﹤0.01% 1457
2024
Q2 		– Sell
-12,762
Closed -$953K – 924
2024
Q1 		$953K Buy
+12,762
New +$939K 0.04% 305

Other funds holding PFGC

Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
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
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

GeoWealth Management's PFGC Position: Q1 2025 in Review

GeoWealth Management sold out of Performance Food Group (PFGC) in Q1 2025, closing a stake of 51 shares — an estimated $4.31K sold.

GeoWealth Management first reported a position in PFGC in Q1 2024 and held it in 3 quarters. The position peaked at $953K in Q1 2024. 414 funds tracked by Wall St. Rank hold PFGC as of Q1 2025.

  • GeoWealth Management reported no remaining Performance Food Group position as of Q1 2025 after selling out during the quarter.
  • GeoWealth Management sold 51 Performance Food Group shares in Q1 2025, an estimated $4.31K.
  • GeoWealth Management first reported a position in Performance Food Group in Q1 2024 and held it in 3 quarters.
  • GeoWealth Management's Performance Food Group position peaked at $953K in Q1 2024.
  • 414 funds tracked by Wall St. Rank held Performance Food Group as of Q1 2025.

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