GeoWealth Management’s Insulet PODD Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
Sell
-312
Closed -$98K 1098
2025
Q2
$98K Sell
312
-11
-3% -$3.17K ﹤0.01% 823
2025
Q1
$84.8K Sell
323
-192
-37% -$52K ﹤0.01% 821
2024
Q4
$134K Sell
515
-94
-15% -$23.7K ﹤0.01% 891
2024
Q3
$142K Buy
+609
New +$125K 0.01% 811

Other funds holding PODD

GeoWealth Management's PODD Position: Q3 2025 in Review

GeoWealth Management sold out of Insulet (PODD) in Q3 2025, closing a stake of 312 shares — an estimated $98K sold.

GeoWealth Management first reported a position in PODD in Q3 2024 and held it in 4 quarters. The position peaked at $142K in Q3 2024. 812 funds tracked by Wall St. Rank hold PODD as of Q3 2025.

  • GeoWealth Management reported no remaining Insulet position as of Q3 2025 after selling out during the quarter.
  • GeoWealth Management sold 312 Insulet shares in Q3 2025, an estimated $98K.
  • GeoWealth Management first reported a position in Insulet in Q3 2024 and held it in 4 quarters.
  • GeoWealth Management's Insulet position peaked at $142K in Q3 2024.
  • 812 funds tracked by Wall St. Rank held Insulet as of Q3 2025.

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