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GeoWealth Management’s Rocket Lab Corp RKLB Stock Holding History

GeoWealth Management’s Portfolio RKLB Stock Details RKLB Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q1 		– Sell
-37
Closed -$942 – 1651
2024
Q4 		$942 Hold
37
– – ﹤0.01% 1703
2024
Q3 		$360 Buy
+37
New +$225 ﹤0.01% 1646

Other funds holding RKLB

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VS
VK Services Menlo Park, California $543K AUM 174.84% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
D.E. Shaw & Co
D.E. Shaw & Co New York $166B AUM 43.98% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
DMC
Deer Management Company Larchmont, New York $622M AUM 24.27% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

GeoWealth Management's RKLB Position: Q1 2025 in Review

GeoWealth Management sold out of Rocket Lab Corp (RKLB) in Q1 2025, closing a stake of 37 shares — an estimated $942 sold.

GeoWealth Management first reported a position in RKLB in Q3 2024 and held it in 2 quarters. The position peaked at $942 in Q4 2024. 415 funds tracked by Wall St. Rank hold RKLB as of Q1 2025.

  • GeoWealth Management reported no remaining Rocket Lab Corp position as of Q1 2025 after selling out during the quarter.
  • GeoWealth Management sold 37 Rocket Lab Corp shares in Q1 2025, an estimated $942.
  • GeoWealth Management first reported a position in Rocket Lab Corp in Q3 2024 and held it in 2 quarters.
  • GeoWealth Management's Rocket Lab Corp position peaked at $942 in Q4 2024.
  • 415 funds tracked by Wall St. Rank held Rocket Lab Corp as of Q1 2025.

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