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GeoWealth Management’s Progress Software PRGS Stock Holding History

GeoWealth Management’s Portfolio PRGS Stock Details PRGS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q1 		– Sell
-3,880
Closed -$253K – 1620
2024
Q4 		$253K Buy
3,880
+3,354
+638% +$224K 0.01% 676
2024
Q3 		$35.4K Buy
+526
New +$30.1K ﹤0.01% 1171

Other funds holding PRGS

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BTW
Boston Trust Walden Boston, Massachusetts $13.1B AUM 24.63% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Allspring Global Investments
Allspring Global Investments Charlotte, North Carolina $65.2B AUM 39.42% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $23.2B AUM 40.19% 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

GeoWealth Management's PRGS Position: Q1 2025 in Review

GeoWealth Management sold out of Progress Software (PRGS) in Q1 2025, closing a stake of 3,880 shares — an estimated $253K sold.

GeoWealth Management first reported a position in PRGS in Q3 2024 and held it in 2 quarters. The position peaked at $253K in Q4 2024. 313 funds tracked by Wall St. Rank hold PRGS as of Q1 2025.

  • GeoWealth Management reported no remaining Progress Software position as of Q1 2025 after selling out during the quarter.
  • GeoWealth Management sold 3,880 Progress Software shares in Q1 2025, an estimated $253K.
  • GeoWealth Management first reported a position in Progress Software in Q3 2024 and held it in 2 quarters.
  • GeoWealth Management's Progress Software position peaked at $253K in Q4 2024.
  • 313 funds tracked by Wall St. Rank held Progress Software as of Q1 2025.

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