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GeoWealth Management’s Construction Partners ROAD Stock Holding History

GeoWealth Management’s Portfolio ROAD Stock Details ROAD Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q1 		– Sell
-15
Closed -$1.33K – 1657
2024
Q4 		$1.33K Buy
+15
New +$1.3K ﹤0.01% 1678

Other funds holding ROAD

Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
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
CCA
Conestoga Capital Advisors Wayne, Pennsylvania $5.01B AUM 6.26% 1-Year Est. Return
Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management Los Angeles, California $34B AUM 6.31% 1-Year Est. Return
GCM
Geneva Capital Management Milwaukee, Wisconsin $4.71B AUM 6.32% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return
WA
Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return

GeoWealth Management's ROAD Position: Q1 2025 in Review

GeoWealth Management sold out of Construction Partners (ROAD) in Q1 2025, closing a stake of 15 shares — an estimated $1.33K sold.

GeoWealth Management first reported a position in ROAD in Q4 2024 and held it in 1 quarter. The position peaked at $1.33K in Q4 2024. 279 funds tracked by Wall St. Rank hold ROAD as of Q1 2025.

  • GeoWealth Management reported no remaining Construction Partners position as of Q1 2025 after selling out during the quarter.
  • GeoWealth Management sold 15 Construction Partners shares in Q1 2025, an estimated $1.33K.
  • GeoWealth Management first reported a position in Construction Partners in Q4 2024 and held it in 1 quarter.
  • GeoWealth Management's Construction Partners position peaked at $1.33K in Q4 2024.
  • 279 funds tracked by Wall St. Rank held Construction Partners as of Q1 2025.

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