GeoWealth Management’s Pearson PSO Stock Holding History

GeoWealth Management’s Portfolio PSO Stock Details PSO Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q1	–	Sell	-8,300	Closed	-$134K	–	1626
2024 Q4	$134K	Buy	+8,300	New	+$124K	﹤0.01%	892

Other funds holding PSO

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return

Millennium Management New York $240B AUM 35.51% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

13D Management New York $64.5M AUM 38.54% 1-Year Est. Return

Renaissance Group Covington, Kentucky $2.39B AUM 27.81% 1-Year Est. Return

GeoWealth Management's PSO Position: Q1 2025 in Review

GeoWealth Management sold out of Pearson (PSO) in Q1 2025, closing a stake of 8,300 shares — an estimated $134K sold.

GeoWealth Management first reported a position in PSO in Q4 2024 and held it in 1 quarter. The position peaked at $134K in Q4 2024. 177 funds tracked by Wall St. Rank hold PSO as of Q1 2025.

GeoWealth Management reported no remaining Pearson position as of Q1 2025 after selling out during the quarter.
GeoWealth Management sold 8,300 Pearson shares in Q1 2025, an estimated $134K.
GeoWealth Management first reported a position in Pearson in Q4 2024 and held it in 1 quarter.
GeoWealth Management's Pearson position peaked at $134K in Q4 2024.
177 funds tracked by Wall St. Rank held Pearson as of Q1 2025.

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