GeoWealth Management’s Palomar PLMR Stock Holding History

GeoWealth Management’s Portfolio PLMR Stock Details PLMR Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q3	–	Sell	-5,720	Closed	-$882K	–	1096
2025 Q2	$882K	Buy	+5,720	New	+$886K	0.03%	289

Other funds holding PLMR

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

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

Westfield Capital Management Boston, Massachusetts $23.8B AUM 49.45% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

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

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

SIMG

Stephens Investment Management Group Houston, Texas $7.3B AUM 41.96% 1-Year Est. Return

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $154B AUM 29.96% 1-Year Est. Return

American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return

GeoWealth Management's PLMR Position: Q3 2025 in Review

GeoWealth Management sold out of Palomar (PLMR) in Q3 2025, closing a stake of 5,720 shares — an estimated $882K sold.

GeoWealth Management first reported a position in PLMR in Q2 2025 and held it in 1 quarter. The position peaked at $882K in Q2 2025. 351 funds tracked by Wall St. Rank hold PLMR as of Q3 2025.

GeoWealth Management reported no remaining Palomar position as of Q3 2025 after selling out during the quarter.
GeoWealth Management sold 5,720 Palomar shares in Q3 2025, an estimated $882K.
GeoWealth Management first reported a position in Palomar in Q2 2025 and held it in 1 quarter.
GeoWealth Management's Palomar position peaked at $882K in Q2 2025.
351 funds tracked by Wall St. Rank held Palomar as of Q3 2025.

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