GeoWealth Management’s Progyny PGNY Stock Holding History

GeoWealth Management’s Portfolio PGNY Stock Details PGNY Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q3	–	Sell	-1,165	Closed	-$25.6K	–	1091
2025 Q2	$25.6K	Buy	+1,165	New	+$25.6K	﹤0.01%	1034

Other funds holding PGNY

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

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

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

Thrivent Financial for Lutherans Minneapolis, Minnesota $52.5B AUM 27.12% 1-Year Est. Return

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

ACH

ArrowMark Colorado Holdings Denver, Colorado $3.76B AUM 21.77% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

FAM

Fred Alger Management New York $22.8B AUM 64.63% 1-Year Est. Return

FWIA

Fort Washington Investment Advisors Cincinnati, Ohio $19.9B AUM 22.19% 1-Year Est. Return

GeoWealth Management's PGNY Position: Q3 2025 in Review

GeoWealth Management sold out of Progyny (PGNY) in Q3 2025, closing a stake of 1,165 shares — an estimated $25.6K sold.

GeoWealth Management first reported a position in PGNY in Q2 2025 and held it in 1 quarter. The position peaked at $25.6K in Q2 2025. 301 funds tracked by Wall St. Rank hold PGNY as of Q3 2025.

GeoWealth Management reported no remaining Progyny position as of Q3 2025 after selling out during the quarter.
GeoWealth Management sold 1,165 Progyny shares in Q3 2025, an estimated $25.6K.
GeoWealth Management first reported a position in Progyny in Q2 2025 and held it in 1 quarter.
GeoWealth Management's Progyny position peaked at $25.6K in Q2 2025.
301 funds tracked by Wall St. Rank held Progyny as of Q3 2025.

Based on GeoWealth Management's 13F filing for Q3 2025, filed 13 Nov 2025.