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GeoWealth Management’s Putnam Focused Large Cap Growth ETF PGRO Stock Holding History

GeoWealth Management’s Portfolio PGRO Stock Details PGRO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q1 		– Sell
-7,669
Closed -$297K – 1600
2024
Q4 		$297K Buy
+7,669
New +$290K 0.01% 630

Other funds holding PGRO

Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
PFG
Prosperity Financial Group San Ramon, California $271M AUM 30.27% 1-Year Est. Return
PFA
Professional Financial Advisors North Platte, Nebraska $578M AUM 19.5% 1-Year Est. Return
BEI
Benjamin Edwards Inc Clayton, Missouri $10.1B AUM 14.03% 1-Year Est. Return
Janney Montgomery Scott
Janney Montgomery Scott Philadelphia, Pennsylvania $40.4B AUM 21.2% 1-Year Est. Return
ACA
Aptus Capital Advisors Fairhope, Alabama $12.7B AUM 17.41% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
NLP
Next Level Private Harrison, New York $511M AUM 30.94% 1-Year Est. Return

GeoWealth Management's PGRO Position: Q1 2025 in Review

GeoWealth Management sold out of Putnam Focused Large Cap Growth ETF (PGRO) in Q1 2025, closing a stake of 7,669 shares — an estimated $297K sold.

GeoWealth Management first reported a position in PGRO in Q4 2024 and held it in 1 quarter. The position peaked at $297K in Q4 2024. 14 funds tracked by Wall St. Rank hold PGRO as of Q1 2025.

  • GeoWealth Management reported no remaining Putnam Focused Large Cap Growth ETF position as of Q1 2025 after selling out during the quarter.
  • GeoWealth Management sold 7,669 Putnam Focused Large Cap Growth ETF shares in Q1 2025, an estimated $297K.
  • GeoWealth Management first reported a position in Putnam Focused Large Cap Growth ETF in Q4 2024 and held it in 1 quarter.
  • GeoWealth Management's Putnam Focused Large Cap Growth ETF position peaked at $297K in Q4 2024.
  • 14 funds tracked by Wall St. Rank held Putnam Focused Large Cap Growth ETF as of Q1 2025.

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