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GeoWealth Management’s Pinnacle West Capital PNW Stock Holding History

GeoWealth Management’s Portfolio PNW Stock Details PNW Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$400K Buy
3,734
+436
+13% +$44.6K 0.01% 562
2026
Q1 		$332K Buy
+3,298
New +$318K 0.01% 574
2025
Q1 		– Sell
-557
Closed -$47.2K – 1612
2024
Q4 		$47.2K Sell
557
-223
-29% -$19.8K ﹤0.01% 1184
2024
Q3 		$69.1K Buy
+780
New +$66.6K ﹤0.01% 982
2023
Q4 		– Sell
-9,042
Closed -$666K – 710
2023
Q3 		$666K Buy
+9,042
New +$718K 0.08% 181

Other funds holding PNW

Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 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
Barrow, Hanley, Mewhinney & Strauss
Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $33B AUM 40.62% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
AIP
Atlas Infrastructure Partners London, United Kingdom $3.3B AUM 16.21% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
SCP
Soroban Capital Partners New York $47.8B AUM 11.8% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

GeoWealth Management's PNW Position: Q2 2026 in Review

GeoWealth Management increased its Pinnacle West Capital (PNW) stake by 13% in Q2 2026, buying an estimated $44.6K and bringing the position to 3,734 shares worth $400K. The position accounts for 0.01% of the portfolio, ranked #562.

GeoWealth Management first reported a position in PNW in Q3 2023 and has held it in 5 quarters since. The position peaked at $666K in Q3 2023. 731 funds tracked by Wall St. Rank hold PNW as of Q2 2026.

  • GeoWealth Management held 3,734 shares of Pinnacle West Capital worth $400K as of Q2 2026.
  • GeoWealth Management bought 436 Pinnacle West Capital shares in Q2 2026, an estimated $44.6K.
  • Pinnacle West Capital made up 0.01% of GeoWealth Management's portfolio in Q2 2026, its #562 holding.
  • GeoWealth Management first reported a position in Pinnacle West Capital in Q3 2023 and has held it in 5 quarters since.
  • GeoWealth Management's Pinnacle West Capital position peaked at $666K in Q3 2023.
  • 731 funds tracked by Wall St. Rank held Pinnacle West Capital as of Q2 2026.

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