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GeoWealth Management’s Star Bulk Carriers SBLK Stock Holding History

GeoWealth Management’s Portfolio SBLK Stock Details SBLK Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q1 		– Sell
-712
Closed -$10.6K – 1673
2024
Q4 		$10.6K Sell
712
-67
-9% -$1.25K ﹤0.01% 1481
2024
Q3 		$18.5K Buy
+779
New +$17.3K ﹤0.01% 1293

Other funds holding SBLK

OCM
Oaktree Capital Management Los Angeles, California $6.56B AUM 42.97% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
Amundi
Amundi Paris, France $367B AUM 31.23% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
PCM
Philosophy Capital Management Alamo, California $1.63B AUM 12.69% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
UBS AM
UBS AM Chicago, Illinois $481B AUM 26.39% 1-Year Est. Return

GeoWealth Management's SBLK Position: Q1 2025 in Review

GeoWealth Management sold out of Star Bulk Carriers (SBLK) in Q1 2025, closing a stake of 712 shares — an estimated $10.6K sold.

GeoWealth Management first reported a position in SBLK in Q3 2024 and held it in 2 quarters. The position peaked at $18.5K in Q3 2024. 188 funds tracked by Wall St. Rank hold SBLK as of Q1 2025.

  • GeoWealth Management reported no remaining Star Bulk Carriers position as of Q1 2025 after selling out during the quarter.
  • GeoWealth Management sold 712 Star Bulk Carriers shares in Q1 2025, an estimated $10.6K.
  • GeoWealth Management first reported a position in Star Bulk Carriers in Q3 2024 and held it in 2 quarters.
  • GeoWealth Management's Star Bulk Carriers position peaked at $18.5K in Q3 2024.
  • 188 funds tracked by Wall St. Rank held Star Bulk Carriers as of Q1 2025.

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