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GeoWealth Management’s Prudential Financial PRU Stock Holding History

GeoWealth Management’s Portfolio PRU Stock Details PRU Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$265K Sell
2,708
-359
-12% -$37.2K 0.01% 656
2025
Q4 		$346K Sell
3,067
-695
-18% -$74.5K 0.01% 527
2025
Q3 		$390K Buy
3,762
+265
+8% +$27.9K 0.01% 507
2025
Q2 		$376K Sell
3,497
-1,920
-35% -$199K 0.01% 478
2025
Q1 		$605K Sell
5,417
-1,429
-21% -$163K 0.02% 383
2024
Q4 		$811K Sell
6,846
-364
-5% -$44.9K 0.03% 350
2024
Q3 		$873K Sell
7,210
-263
-4% -$31.1K 0.03% 333
2024
Q2 		$876K Buy
7,473
+4,326
+137% +$499K 0.04% 300
2024
Q1 		$369K Buy
3,147
+3,129
+17,383% +$337K 0.01% 515
2023
Q4 		$2K Sell
18
-747
-98% -$71.7K ﹤0.01% 669
2023
Q3 		$73K Buy
765
+742
+3,226% +$70.2K 0.01% 364
2023
Q2 		$2K Sell
23
-10
-30% -$837 ﹤0.01% 435
2023
Q1 		$3K Sell
33
-2,497
-99% -$238K ﹤0.01% 362
2022
Q4 		$251K Sell
2,530
-9,361
-79% -$948K 0.03% 217
2022
Q3 		$1.02M Buy
11,891
+3,532
+42% +$340K 0.11% 114
2022
Q2 		$798K Sell
8,359
-271
-3% -$28.7K 0.11% 118
2022
Q1 		$1.02M Buy
+8,630
New +$981K 0.09% 143

Other funds holding PRU

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

GeoWealth Management's PRU Position: Q1 2026 in Review

GeoWealth Management reduced its Prudential Financial (PRU) stake by 12% in Q1 2026, selling an estimated $37.2K and leaving 2,708 shares worth $265K. The position accounts for 0.01% of the portfolio, ranked #656.

GeoWealth Management first reported a position in PRU in Q1 2022 and has held it in 17 quarters since. The position peaked at $1.02M in Q3 2022. 1,353 funds tracked by Wall St. Rank hold PRU as of Q1 2026.

  • GeoWealth Management held 2,708 shares of Prudential Financial worth $265K as of Q1 2026.
  • GeoWealth Management sold 359 Prudential Financial shares in Q1 2026, an estimated $37.2K.
  • Prudential Financial made up 0.01% of GeoWealth Management's portfolio in Q1 2026, its #656 holding.
  • GeoWealth Management first reported a position in Prudential Financial in Q1 2022 and has held it in 17 quarters since.
  • GeoWealth Management's Prudential Financial position peaked at $1.02M in Q3 2022.
  • 1,353 funds tracked by Wall St. Rank held Prudential Financial as of Q1 2026.

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