GeoWealth Management’s Riot Platforms RIOT Stock Holding History

GeoWealth Management’s Portfolio RIOT Stock Details RIOT Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q1	–	Sell	-72	Closed	-$735	–	1648
2024 Q4	$735	Buy	72 +28	+64%	+$305	﹤0.01%	1712
2024 Q3	$326	Buy	+44	New	+$381	﹤0.01%	1648

Other funds holding RIOT

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Starboard Value New York $4.57B AUM 4.97% 1-Year Est. Return

MMA

Mizuho Markets Americas New York $3.66B AUM 25.21% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

D.E. Shaw & Co New York $166B AUM 43.98% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

VARA

Value Aligned Research Advisors Princeton, New Jersey $20.7B AUM 292.88% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

GeoWealth Management's RIOT Position: Q1 2025 in Review

GeoWealth Management sold out of Riot Platforms (RIOT) in Q1 2025, closing a stake of 72 shares — an estimated $735 sold.

GeoWealth Management first reported a position in RIOT in Q3 2024 and held it in 2 quarters. The position peaked at $735 in Q4 2024. 331 funds tracked by Wall St. Rank hold RIOT as of Q1 2025.

GeoWealth Management reported no remaining Riot Platforms position as of Q1 2025 after selling out during the quarter.
GeoWealth Management sold 72 Riot Platforms shares in Q1 2025, an estimated $735.
GeoWealth Management first reported a position in Riot Platforms in Q3 2024 and held it in 2 quarters.
GeoWealth Management's Riot Platforms position peaked at $735 in Q4 2024.
331 funds tracked by Wall St. Rank held Riot Platforms as of Q1 2025.

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