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GeoWealth Management’s Remitly RELY Stock Holding History

GeoWealth Management’s Portfolio RELY Stock Details RELY Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q3 		– Sell
-16
Closed -$300 – 1114
2025
Q2 		$300 Hold
16
– – ﹤0.01% 1188
2025
Q1 		$333 Sell
16
-373
-96% -$8.55K ﹤0.01% 1045
2024
Q4 		$8.78K Buy
389
+68
+21% +$1.25K ﹤0.01% 1500
2024
Q3 		$4.3K Buy
+321
New +$4.36K ﹤0.01% 1467

Other funds holding RELY

N
Naspers South Africa $253M AUM 25.32% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return
GIM
Generation Investment Management London, United Kingdom $11.2B AUM 0.58% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return
ACH
ArrowMark Colorado Holdings Denver, Colorado $3.76B AUM 21.77% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
Marshall Wace
Marshall Wace London, United Kingdom $100B AUM 35.1% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

GeoWealth Management's RELY Position: Q3 2025 in Review

GeoWealth Management sold out of Remitly (RELY) in Q3 2025, closing a stake of 16 shares — an estimated $300 sold.

GeoWealth Management first reported a position in RELY in Q3 2024 and held it in 4 quarters. The position peaked at $8.78K in Q4 2024. 282 funds tracked by Wall St. Rank hold RELY as of Q3 2025.

  • GeoWealth Management reported no remaining Remitly position as of Q3 2025 after selling out during the quarter.
  • GeoWealth Management sold 16 Remitly shares in Q3 2025, an estimated $300.
  • GeoWealth Management first reported a position in Remitly in Q3 2024 and held it in 4 quarters.
  • GeoWealth Management's Remitly position peaked at $8.78K in Q4 2024.
  • 282 funds tracked by Wall St. Rank held Remitly as of Q3 2025.

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