GeoWealth Management’s Astoria US Quality Kings ETF ROE Stock Holding History
Bought
Maintained
Sold
Other funds holding ROE
PFM
HGA
VWWMG
BCMIO
GWM
BAM
OPWM
GeoWealth Management's ROE Position: Q1 2026 in Review
GeoWealth Management increased its Astoria US Quality Kings ETF (ROE) stake by 3.2% in Q1 2026, buying an estimated $37.4K and bringing the position to 33,196 shares worth $1.18M. The position accounts for 0.04% of the portfolio, ranked #247.
GeoWealth Management first reported a position in ROE in Q3 2024 and has held it in 7 quarters since. 55 funds tracked by Wall St. Rank hold ROE as of Q1 2026.
- GeoWealth Management held 33,196 shares of Astoria US Quality Kings ETF worth $1.18M as of Q1 2026.
- GeoWealth Management bought 1,021 Astoria US Quality Kings ETF shares in Q1 2026, an estimated $37.4K.
- Astoria US Quality Kings ETF made up 0.04% of GeoWealth Management's portfolio in Q1 2026, its #247 holding.
- GeoWealth Management first reported a position in Astoria US Quality Kings ETF in Q3 2024 and has held it in 7 quarters since.
- 55 funds tracked by Wall St. Rank held Astoria US Quality Kings ETF as of Q1 2026.
Based on GeoWealth Management's 13F filing for Q1 2026, filed 13 May 2026.