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GeoWealth Management’s Prudential PUK Stock Holding History

GeoWealth Management’s Portfolio PUK Stock Details PUK Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$886K Sell
33,035
-173
-0.5% -$5.05K 0.03% 350
2026
Q1 		$944K Buy
33,208
+5,104
+18% +$157K 0.03% 305
2025
Q4 		$875K Buy
28,104
+5,514
+24% +$158K 0.03% 308
2025
Q3 		$632K Sell
22,590
-37
-0.2% -$969 0.02% 394
2025
Q2 		$566K Sell
22,627
-9,513
-30% -$213K 0.02% 379
2025
Q1 		$691K Buy
32,140
+318
+1% +$5.69K 0.03% 358
2024
Q4 		$507K Sell
31,822
-4,418
-12% -$74K 0.02% 463
2024
Q3 		$672K Buy
36,240
+2,209
+6% +$38.6K 0.02% 403
2024
Q2 		$623K Buy
34,031
+9,293
+38% +$175K 0.03% 374
2024
Q1 		$477K Buy
24,738
+6,762
+38% +$140K 0.02% 444
2023
Q4 		$404K Buy
+17,976
New +$394K 0.03% 366

Other funds holding PUK

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $225B AUM 49.49% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
CCM
Causeway Capital Management Los Angeles, California $9.24B AUM 21.27% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $121B AUM 27.52% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

GeoWealth Management's PUK Position: Q2 2026 in Review

GeoWealth Management reduced its Prudential (PUK) stake by 0.52% in Q2 2026, selling an estimated $5.05K and leaving 33,035 shares worth $886K. The position accounts for 0.03% of the portfolio, ranked #350.

GeoWealth Management first reported a position in PUK in Q4 2023 and has held it in 11 quarters since. The position peaked at $944K in Q1 2026. 278 funds tracked by Wall St. Rank hold PUK as of Q2 2026.

  • GeoWealth Management held 33,035 shares of Prudential worth $886K as of Q2 2026.
  • GeoWealth Management sold 173 Prudential shares in Q2 2026, an estimated $5.05K.
  • Prudential made up 0.03% of GeoWealth Management's portfolio in Q2 2026, its #350 holding.
  • GeoWealth Management first reported a position in Prudential in Q4 2023 and has held it in 11 quarters since.
  • GeoWealth Management's Prudential position peaked at $944K in Q1 2026.
  • 278 funds tracked by Wall St. Rank held Prudential as of Q2 2026.

Based on GeoWealth Management's 13F filing for Q2 2026, filed 30 Jul 2026.