GeoWealth Management’s PPL Corp PPL Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
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

GeoWealth Management's PPL Position: Q1 2026 in Review

GeoWealth Management increased its PPL Corp (PPL) stake by 2.7% in Q1 2026, buying an estimated $18.7K and bringing the position to 18,998 shares worth $726K. The position accounts for 0.03% of the portfolio, ranked #376.

GeoWealth Management first reported a position in PPL in Q1 2023 and has held it in 13 quarters since. The position peaked at $740K in Q3 2025. 988 funds tracked by Wall St. Rank hold PPL as of Q1 2026.

  • GeoWealth Management held 18,998 shares of PPL Corp worth $726K as of Q1 2026.
  • GeoWealth Management bought 507 PPL Corp shares in Q1 2026, an estimated $18.7K.
  • PPL Corp made up 0.03% of GeoWealth Management's portfolio in Q1 2026, its #376 holding.
  • GeoWealth Management first reported a position in PPL Corp in Q1 2023 and has held it in 13 quarters since.
  • GeoWealth Management's PPL Corp position peaked at $740K in Q3 2025.
  • 988 funds tracked by Wall St. Rank held PPL Corp as of Q1 2026.

Based on GeoWealth Management's 13F filing for Q1 2026, filed 13 May 2026.