GM
RWT

GeoWealth Management’s Redwood Trust RWT Stock Holding History

GeoWealth Management’s Portfolio RWT Stock Details RWT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q1 		– Sell
-120
Closed -$784 – 1667
2024
Q4 		$784 Sell
120
-18
-13% -$129 ﹤0.01% 1710
2024
Q3 		$1.07K Buy
+138
New +$1.01K ﹤0.01% 1591

Other funds holding RWT

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Balyasny Asset Management
Balyasny Asset Management Chicago, Illinois $77.1B AUM 42.89% 1-Year Est. Return
Mirae Asset Global ETFs Holdings
Mirae Asset Global ETFs Holdings Causeway Bay, Hong Kong $73.7B AUM 53.56% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

GeoWealth Management's RWT Position: Q1 2025 in Review

GeoWealth Management sold out of Redwood Trust (RWT) in Q1 2025, closing a stake of 120 shares — an estimated $784 sold.

GeoWealth Management first reported a position in RWT in Q3 2024 and held it in 2 quarters. The position peaked at $1.07K in Q3 2024. 218 funds tracked by Wall St. Rank hold RWT as of Q1 2025.

  • GeoWealth Management reported no remaining Redwood Trust position as of Q1 2025 after selling out during the quarter.
  • GeoWealth Management sold 120 Redwood Trust shares in Q1 2025, an estimated $784.
  • GeoWealth Management first reported a position in Redwood Trust in Q3 2024 and held it in 2 quarters.
  • GeoWealth Management's Redwood Trust position peaked at $1.07K in Q3 2024.
  • 218 funds tracked by Wall St. Rank held Redwood Trust as of Q1 2025.

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