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GeoWealth Management’s Pultegroup PHM Stock Holding History

GeoWealth Management’s Portfolio PHM Stock Details PHM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$467K Buy
3,405
+279
+9% +$33.9K 0.01% 516
2026
Q1 		$368K Sell
3,126
-378
-11% -$48.4K 0.01% 544
2025
Q4 		$411K Sell
3,504
-196
-5% -$24K 0.02% 487
2025
Q3 		$489K Buy
3,700
+394
+12% +$48.9K 0.02% 456
2025
Q2 		$349K Sell
3,306
-2,255
-41% -$227K 0.01% 506
2025
Q1 		$572K Buy
5,561
+2,115
+61% +$228K 0.02% 394
2024
Q4 		$375K Sell
3,446
-5,919
-63% -$769K 0.01% 556
2024
Q3 		$1.34M Buy
9,365
+5,062
+118% +$644K 0.05% 245
2024
Q2 		$474K Sell
4,303
-3,724
-46% -$423K 0.02% 445
2024
Q1 		$968K Buy
8,027
+6,640
+479% +$712K 0.04% 303
2023
Q4 		$142K Buy
1,387
+849
+158% +$72.1K 0.01% 544
2023
Q3 		$41K Buy
+538
New +$42.9K ﹤0.01% 404

Other funds holding PHM

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
GA
Greenhaven Associates Purchase, New York $8.66B AUM 17.37% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

GeoWealth Management's PHM Position: Q2 2026 in Review

GeoWealth Management increased its Pultegroup (PHM) stake by 8.9% in Q2 2026, buying an estimated $33.9K and bringing the position to 3,405 shares worth $467K. The position accounts for 0.01% of the portfolio, ranked #516.

GeoWealth Management first reported a position in PHM in Q3 2023 and has held it in 12 quarters since. The position peaked at $1.34M in Q3 2024. 1,039 funds tracked by Wall St. Rank hold PHM as of Q2 2026.

  • GeoWealth Management held 3,405 shares of Pultegroup worth $467K as of Q2 2026.
  • GeoWealth Management bought 279 Pultegroup shares in Q2 2026, an estimated $33.9K.
  • Pultegroup made up 0.01% of GeoWealth Management's portfolio in Q2 2026, its #516 holding.
  • GeoWealth Management first reported a position in Pultegroup in Q3 2023 and has held it in 12 quarters since.
  • GeoWealth Management's Pultegroup position peaked at $1.34M in Q3 2024.
  • 1,039 funds tracked by Wall St. Rank held Pultegroup as of Q2 2026.

Based on GeoWealth Management's 13F filing for Q2 2026, filed 30 Jul 2026.