GeoWealth Management’s Rambus RMBS Stock Holding History

GeoWealth Management’s Portfolio RMBS Stock Details RMBS Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q1	–	Sell	-1,291	Closed	-$68.2K	–	1654
2024 Q4	$68.2K	Buy	+1,291	New	+$65.8K	﹤0.01%	1059

Other funds holding RMBS

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

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

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

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

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

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

Norges Bank Oslo, Norway $935B AUM

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

GeoWealth Management's RMBS Position: Q1 2025 in Review

GeoWealth Management sold out of Rambus (RMBS) in Q1 2025, closing a stake of 1,291 shares — an estimated $68.2K sold.

GeoWealth Management first reported a position in RMBS in Q4 2024 and held it in 1 quarter. The position peaked at $68.2K in Q4 2024. 414 funds tracked by Wall St. Rank hold RMBS as of Q1 2025.

GeoWealth Management reported no remaining Rambus position as of Q1 2025 after selling out during the quarter.
GeoWealth Management sold 1,291 Rambus shares in Q1 2025, an estimated $68.2K.
GeoWealth Management first reported a position in Rambus in Q4 2024 and held it in 1 quarter.
GeoWealth Management's Rambus position peaked at $68.2K in Q4 2024.
414 funds tracked by Wall St. Rank held Rambus as of Q1 2025.

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