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GeoWealth Management’s Rio Tinto RIO Stock Holding History

GeoWealth Management’s Portfolio RIO Stock Details RIO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q1 		– Sell
-1,039
Closed -$61.1K – 1647
2024
Q4 		$61.1K Buy
1,039
+120
+13% +$7.67K ﹤0.01% 1095
2024
Q3 		$65.4K Buy
+919
New +$59K ﹤0.01% 1004
2024
Q1 		– Sell
-2,697
Closed -$201K – 896
2023
Q4 		$201K Buy
+2,697
New +$181K 0.02% 507
2022
Q4 		– Sell
-3,885
Closed -$214K – 388
2022
Q3 		$214K Sell
3,885
-299
-7% -$17.2K 0.02% 232
2022
Q2 		$255K Buy
4,184
+142
+4% +$10.2K 0.03% 223
2022
Q1 		$326K Buy
+4,042
New +$307K 0.03% 255

Other funds holding RIO

Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
State Farm Mutual Automobile Insurance
State Farm Mutual Automobile Insurance Bloomington, Illinois $127B AUM 32.55% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
AOI
Auto-Owners Insurance Lansing, Michigan $4.43B AUM 30.05% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
JAG
Journey Advisory Group Covington, Kentucky $1.17B AUM 20.21% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

GeoWealth Management's RIO Position: Q1 2025 in Review

GeoWealth Management sold out of Rio Tinto (RIO) in Q1 2025, closing a stake of 1,039 shares — an estimated $61.1K sold.

GeoWealth Management first reported a position in RIO in Q1 2022 and held it in 6 quarters. The position peaked at $326K in Q1 2022. 780 funds tracked by Wall St. Rank hold RIO as of Q1 2025.

  • GeoWealth Management reported no remaining Rio Tinto position as of Q1 2025 after selling out during the quarter.
  • GeoWealth Management sold 1,039 Rio Tinto shares in Q1 2025, an estimated $61.1K.
  • GeoWealth Management first reported a position in Rio Tinto in Q1 2022 and held it in 6 quarters.
  • GeoWealth Management's Rio Tinto position peaked at $326K in Q1 2022.
  • 780 funds tracked by Wall St. Rank held Rio Tinto as of Q1 2025.

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