GM
PPL

GeoWealth Management’s PPL Corp PPL Stock Holding History

GeoWealth Management’s Portfolio PPL Stock Details PPL Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$697K Buy
19,186
+188
+1% +$6.95K 0.02% 417
2026
Q1 		$726K Buy
18,998
+507
+3% +$18.7K 0.03% 376
2025
Q4 		$648K Sell
18,491
-1,430
-7% -$51.6K 0.02% 382
2025
Q3 		$740K Buy
19,921
+506
+3% +$18.2K 0.03% 368
2025
Q2 		$658K Buy
19,415
+517
+3% +$18K 0.03% 346
2025
Q1 		$682K Buy
18,898
+5,529
+41% +$187K 0.03% 364
2024
Q4 		$434K Sell
13,369
-260
-2% -$8.56K 0.01% 506
2024
Q3 		$451K Sell
13,629
-534
-4% -$16.3K 0.02% 484
2024
Q2 		$392K Buy
14,163
+509
+4% +$14.3K 0.02% 501
2024
Q1 		$376K Sell
13,654
-2,896
-17% -$77.1K 0.01% 510
2023
Q4 		$449K Buy
16,550
+16,489
+27,031% +$418K 0.04% 351
2023
Q3 		$2K Buy
61
+1
+2% +$26 ﹤0.01% 474
2023
Q2 		$2K Hold
60
– – ﹤0.01% 434
2023
Q1 		$2K Buy
+60
New +$1.7K ﹤0.01% 373

Other funds holding PPL

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
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

GeoWealth Management's PPL Position: Q2 2026 in Review

GeoWealth Management increased its PPL Corp (PPL) stake by 0.99% in Q2 2026, buying an estimated $6.95K and bringing the position to 19,186 shares worth $697K. The position accounts for 0.02% of the portfolio, ranked #417.

GeoWealth Management first reported a position in PPL in Q1 2023 and has held it in 14 quarters since. The position peaked at $740K in Q3 2025. 1,037 funds tracked by Wall St. Rank hold PPL as of Q2 2026.

  • GeoWealth Management held 19,186 shares of PPL Corp worth $697K as of Q2 2026.
  • GeoWealth Management bought 188 PPL Corp shares in Q2 2026, an estimated $6.95K.
  • PPL Corp made up 0.02% of GeoWealth Management's portfolio in Q2 2026, its #417 holding.
  • GeoWealth Management first reported a position in PPL Corp in Q1 2023 and has held it in 14 quarters since.
  • GeoWealth Management's PPL Corp position peaked at $740K in Q3 2025.
  • 1,037 funds tracked by Wall St. Rank held PPL Corp as of Q2 2026.

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