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GeoWealth Management’s Primerica PRI Stock Holding History

GeoWealth Management’s Portfolio PRI Stock Details PRI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q3 		– Sell
-317
Closed -$86.8K – 1101
2025
Q2 		$86.8K Buy
+317
New +$84K ﹤0.01% 844
2025
Q1 		– Sell
-37
Closed -$10K – 1621
2024
Q4 		$10K Buy
+37
New +$10.5K ﹤0.01% 1491

Other funds holding PRI

Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management Los Angeles, California $34B AUM 6.31% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
BAMCO Inc
BAMCO Inc New York $33.1B AUM 11.16% 1-Year Est. Return
BAM
Burgundy Asset Management Toronto, Ontario, Canada $10.6B AUM 13.39% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
BWA
Brave Warrior Advisors New York $4.04B AUM 1.15% 1-Year Est. Return
FMI
Fiduciary Management Inc Milwaukee, Wisconsin $8.06B AUM 6.78% 1-Year Est. Return

GeoWealth Management's PRI Position: Q3 2025 in Review

GeoWealth Management sold out of Primerica (PRI) in Q3 2025, closing a stake of 317 shares — an estimated $86.8K sold.

GeoWealth Management first reported a position in PRI in Q4 2024 and held it in 2 quarters. The position peaked at $86.8K in Q2 2025. 496 funds tracked by Wall St. Rank hold PRI as of Q3 2025.

  • GeoWealth Management reported no remaining Primerica position as of Q3 2025 after selling out during the quarter.
  • GeoWealth Management sold 317 Primerica shares in Q3 2025, an estimated $86.8K.
  • GeoWealth Management first reported a position in Primerica in Q4 2024 and held it in 2 quarters.
  • GeoWealth Management's Primerica position peaked at $86.8K in Q2 2025.
  • 496 funds tracked by Wall St. Rank held Primerica as of Q3 2025.

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