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GeoWealth Management’s Peloton Interactive PTON Stock Holding History

GeoWealth Management’s Portfolio PTON Stock Details PTON Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q1 		– Sell
-80
Closed -$696 – 1629
2024
Q4 		$696 Sell
80
-97
-55% -$756 ﹤0.01% 1713
2024
Q3 		$828 Buy
+177
New +$696 ﹤0.01% 1607

Other funds holding PTON

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
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
D.E. Shaw & Co
D.E. Shaw & Co New York $166B AUM 43.98% 1-Year Est. Return
HAI
Hennessy Advisors Inc Novato, California $3.13B AUM 77.26% 1-Year Est. Return
QOP
Quinn Opportunity Partners Charlottesville, Virginia $1.92B AUM 31.26% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

GeoWealth Management's PTON Position: Q1 2025 in Review

GeoWealth Management sold out of Peloton Interactive (PTON) in Q1 2025, closing a stake of 80 shares — an estimated $696 sold.

GeoWealth Management first reported a position in PTON in Q3 2024 and held it in 2 quarters. The position peaked at $828 in Q3 2024. 456 funds tracked by Wall St. Rank hold PTON as of Q1 2025.

  • GeoWealth Management reported no remaining Peloton Interactive position as of Q1 2025 after selling out during the quarter.
  • GeoWealth Management sold 80 Peloton Interactive shares in Q1 2025, an estimated $696.
  • GeoWealth Management first reported a position in Peloton Interactive in Q3 2024 and held it in 2 quarters.
  • GeoWealth Management's Peloton Interactive position peaked at $828 in Q3 2024.
  • 456 funds tracked by Wall St. Rank held Peloton Interactive as of Q1 2025.

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