GM
SGI

GeoWealth Management’s Somnigroup International SGI Stock Holding History

GeoWealth Management’s Portfolio SGI Stock Details SGI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q3 		– Sell
-99
Closed -$6.74K – 1275
2025
Q2 		$6.74K Buy
+99
New +$6.23K ﹤0.01% 1138
2025
Q1 		– Sell
-1,004
Closed -$56.9K – 1829
2024
Q4 		$56.9K Buy
+1,004
New +$53.6K ﹤0.01% 1127

Other funds holding SGI

Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
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
Select Equity Group
Select Equity Group New York $19.5B AUM 17.33% 1-Year Est. Return
WPL
WINDACRE PARTNERSHIP LLC Houston, Texas $9.34B AUM 17.41% 1-Year Est. Return
BW
Browning West Los Angeles, California $1.62B AUM 22.28% 1-Year Est. Return
LP
Linonia Partnership New York $5.38B AUM 20.54% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
ACM
Abrams Capital Management Boston, Massachusetts $4.64B AUM 1.52% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return

GeoWealth Management's SGI Position: Q3 2025 in Review

GeoWealth Management sold out of Somnigroup International (SGI) in Q3 2025, closing a stake of 99 shares — an estimated $6.74K sold.

GeoWealth Management first reported a position in SGI in Q4 2024 and held it in 2 quarters. The position peaked at $56.9K in Q4 2024. 483 funds tracked by Wall St. Rank hold SGI as of Q3 2025.

  • GeoWealth Management reported no remaining Somnigroup International position as of Q3 2025 after selling out during the quarter.
  • GeoWealth Management sold 99 Somnigroup International shares in Q3 2025, an estimated $6.74K.
  • GeoWealth Management first reported a position in Somnigroup International in Q4 2024 and held it in 2 quarters.
  • GeoWealth Management's Somnigroup International position peaked at $56.9K in Q4 2024.
  • 483 funds tracked by Wall St. Rank held Somnigroup International as of Q3 2025.

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