GeoWealth Management’s Plug Power PLUG Stock Holding History

GeoWealth Management’s Portfolio PLUG Stock Details PLUG Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q1	–	Sell	-242	Closed	-$516	–	1608
2024 Q4	$516	Hold	242	–	–	﹤0.01%	1729
2024 Q3	$547	Buy	+242	New	+$542	﹤0.01%	1628

Other funds holding PLUG

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

HCM

Heights Capital Management San Francisco, California $359M AUM 7.93% 1-Year Est. Return

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

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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Legal & General Group London, United Kingdom $432B AUM 29.4% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

GeoWealth Management's PLUG Position: Q1 2025 in Review

GeoWealth Management sold out of Plug Power (PLUG) in Q1 2025, closing a stake of 242 shares — an estimated $516 sold.

GeoWealth Management first reported a position in PLUG in Q3 2024 and held it in 2 quarters. The position peaked at $547 in Q3 2024. 429 funds tracked by Wall St. Rank hold PLUG as of Q1 2025.

GeoWealth Management reported no remaining Plug Power position as of Q1 2025 after selling out during the quarter.
GeoWealth Management sold 242 Plug Power shares in Q1 2025, an estimated $516.
GeoWealth Management first reported a position in Plug Power in Q3 2024 and held it in 2 quarters.
GeoWealth Management's Plug Power position peaked at $547 in Q3 2024.
429 funds tracked by Wall St. Rank held Plug Power as of Q1 2025.

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