GeoWealth Management’s Parsons PSN Stock Holding History

GeoWealth Management’s Portfolio PSN Stock Details PSN Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q1	–	Sell	-7	Closed	-$646	–	1625
2024 Q4	$646	Sell	7 -2	-22%	-$204	﹤0.01%	1718
2024 Q3	$933	Buy	+9	New	+$807	﹤0.01%	1599

Other funds holding PSN

Newport Trust Company Washington, District of Columbia $41.5B AUM 16.76% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

EARNEST Partners Atlanta, Georgia $27.7B AUM 52.44% 1-Year Est. Return

Artisan Partners Milwaukee, Wisconsin $63.1B AUM 35.51% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Citadel Advisors Miami, Florida $875B AUM 40.89% 1-Year Est. Return

T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

GeoWealth Management's PSN Position: Q1 2025 in Review

GeoWealth Management sold out of Parsons (PSN) in Q1 2025, closing a stake of 7 shares — an estimated $646 sold.

GeoWealth Management first reported a position in PSN in Q3 2024 and held it in 2 quarters. The position peaked at $933 in Q3 2024. 357 funds tracked by Wall St. Rank hold PSN as of Q1 2025.

GeoWealth Management reported no remaining Parsons position as of Q1 2025 after selling out during the quarter.
GeoWealth Management sold 7 Parsons shares in Q1 2025, an estimated $646.
GeoWealth Management first reported a position in Parsons in Q3 2024 and held it in 2 quarters.
GeoWealth Management's Parsons position peaked at $933 in Q3 2024.
357 funds tracked by Wall St. Rank held Parsons as of Q1 2025.

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