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GeoWealth Management’s Polaris PII Stock Holding History

GeoWealth Management’s Portfolio PII Stock Details PII Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q3 		– Sell
-1,881
Closed -$76.5K – 1093
2025
Q2 		$76.5K Buy
+1,881
New +$70.9K ﹤0.01% 871
2025
Q1 		– Sell
-340
Closed -$19.6K – 1604
2024
Q4 		$19.6K Buy
340
+254
+295% +$17.7K ﹤0.01% 1382
2024
Q3 		$7.16K Buy
+86
New +$6.99K ﹤0.01% 1415

Other funds holding PII

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

GeoWealth Management's PII Position: Q3 2025 in Review

GeoWealth Management sold out of Polaris (PII) in Q3 2025, closing a stake of 1,881 shares — an estimated $76.5K sold.

GeoWealth Management first reported a position in PII in Q3 2024 and held it in 3 quarters. The position peaked at $76.5K in Q2 2025. 428 funds tracked by Wall St. Rank hold PII as of Q3 2025.

  • GeoWealth Management reported no remaining Polaris position as of Q3 2025 after selling out during the quarter.
  • GeoWealth Management sold 1,881 Polaris shares in Q3 2025, an estimated $76.5K.
  • GeoWealth Management first reported a position in Polaris in Q3 2024 and held it in 3 quarters.
  • GeoWealth Management's Polaris position peaked at $76.5K in Q2 2025.
  • 428 funds tracked by Wall St. Rank held Polaris as of Q3 2025.

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