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GeoWealth Management’s RB Global RBA Stock Holding History

GeoWealth Management’s Portfolio RBA Stock Details RBA Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q3 		– Sell
-1,051
Closed -$112K – 1110
2025
Q2 		$112K Buy
+1,051
New +$108K ﹤0.01% 790
2025
Q1 		– Sell
-580
Closed -$52.3K – 1636
2024
Q4 		$52.3K Buy
580
+72
+14% +$6.44K ﹤0.01% 1149
2024
Q3 		$40.9K Buy
+508
New +$41.2K ﹤0.01% 1131

Other funds holding RBA

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Fidelity International
Fidelity International Hamilton, Bermuda $139B AUM 29.06% 1-Year Est. Return
Vontobel Holding
Vontobel Holding Zurich, Switzerland $31.4B AUM 31.97% 1-Year Est. Return
EIG
EdgePoint Investment Group Toronto, Ontario, Canada $13.2B AUM 32.43% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

GeoWealth Management's RBA Position: Q3 2025 in Review

GeoWealth Management sold out of RB Global (RBA) in Q3 2025, closing a stake of 1,051 shares — an estimated $112K sold.

GeoWealth Management first reported a position in RBA in Q3 2024 and held it in 3 quarters. The position peaked at $112K in Q2 2025. 523 funds tracked by Wall St. Rank hold RBA as of Q3 2025.

  • GeoWealth Management reported no remaining RB Global position as of Q3 2025 after selling out during the quarter.
  • GeoWealth Management sold 1,051 RB Global shares in Q3 2025, an estimated $112K.
  • GeoWealth Management first reported a position in RB Global in Q3 2024 and held it in 3 quarters.
  • GeoWealth Management's RB Global position peaked at $112K in Q2 2025.
  • 523 funds tracked by Wall St. Rank held RB Global as of Q3 2025.

Based on GeoWealth Management's 13F filing for Q3 2025, filed 13 Nov 2025.