GeoWealth Management’s Sunrun RUN Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
Sell
-10,654
Closed -$87.2K 1130
2025
Q2
$87.2K Sell
10,654
-4,856
-31% -$38.2K ﹤0.01% 842
2025
Q1
$90.9K Buy
15,510
+1,732
+13% +$14.3K ﹤0.01% 806
2024
Q4
$127K Buy
13,778
+3,419
+33% +$42.5K ﹤0.01% 903
2024
Q3
$187K Sell
10,359
-4,644
-31% -$82.5K 0.01% 734
2024
Q2
$178K Buy
15,003
+2,539
+20% +$31.1K 0.01% 712
2024
Q1
$164K Buy
+12,464
New +$171K 0.01% 719

Other funds holding RUN

GeoWealth Management's RUN Position: Q3 2025 in Review

GeoWealth Management sold out of Sunrun (RUN) in Q3 2025, closing a stake of 10,654 shares — an estimated $87.2K sold.

GeoWealth Management first reported a position in RUN in Q1 2024 and held it in 6 quarters. The position peaked at $187K in Q3 2024. 370 funds tracked by Wall St. Rank hold RUN as of Q3 2025.

  • GeoWealth Management reported no remaining Sunrun position as of Q3 2025 after selling out during the quarter.
  • GeoWealth Management sold 10,654 Sunrun shares in Q3 2025, an estimated $87.2K.
  • GeoWealth Management first reported a position in Sunrun in Q1 2024 and held it in 6 quarters.
  • GeoWealth Management's Sunrun position peaked at $187K in Q3 2024.
  • 370 funds tracked by Wall St. Rank held Sunrun as of Q3 2025.

Based on GeoWealth Management's 13F filing for Q3 2025, filed 13 Nov 2025.