GeoWealth Management’s Plexus PLXS Stock Holding History

GeoWealth Management’s Portfolio PLXS Stock Details PLXS Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q1	–	Sell	-40	Closed	-$6.26K	–	1609
2024 Q4	$6.26K	Buy	+40	New	+$6.11K	﹤0.01%	1532

Other funds holding PLXS

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

DGI

Disciplined Growth Investors Minneapolis, Minnesota $4.89B AUM 33.85% 1-Year Est. Return

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

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

BNP Paribas Asset Management Paris, France $86.1B AUM 29.11% 1-Year Est. Return

FMI

Fiduciary Management Inc Milwaukee, Wisconsin $8.06B AUM 6.78% 1-Year Est. Return

EARNEST Partners Atlanta, Georgia $24.3B AUM 34.41% 1-Year Est. Return

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

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

GeoWealth Management's PLXS Position: Q1 2025 in Review

GeoWealth Management sold out of Plexus (PLXS) in Q1 2025, closing a stake of 40 shares — an estimated $6.26K sold.

GeoWealth Management first reported a position in PLXS in Q4 2024 and held it in 1 quarter. The position peaked at $6.26K in Q4 2024. 327 funds tracked by Wall St. Rank hold PLXS as of Q1 2025.

GeoWealth Management reported no remaining Plexus position as of Q1 2025 after selling out during the quarter.
GeoWealth Management sold 40 Plexus shares in Q1 2025, an estimated $6.26K.
GeoWealth Management first reported a position in Plexus in Q4 2024 and held it in 1 quarter.
GeoWealth Management's Plexus position peaked at $6.26K in Q4 2024.
327 funds tracked by Wall St. Rank held Plexus as of Q1 2025.

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