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GeoWealth Management’s SLB Ltd SLB Stock Holding History

GeoWealth Management’s Portfolio SLB Stock Details SLB Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$312K Sell
6,076
-488
-7% -$23.7K 0.01% 595
2025
Q4 		$252K Buy
6,564
+512
+8% +$18.6K 0.01% 616
2025
Q3 		$208K Sell
6,052
-362
-6% -$12.6K 0.01% 685
2025
Q2 		$217K Buy
6,414
+2,909
+83% +$101K 0.01% 637
2025
Q1 		$147K Sell
3,505
-5,496
-61% -$225K 0.01% 728
2024
Q4 		$345K Buy
9,001
+4,641
+106% +$195K 0.01% 580
2024
Q3 		$183K Sell
4,360
-1,089
-20% -$48.5K 0.01% 743
2024
Q2 		$257K Buy
5,449
+469
+9% +$22.6K 0.01% 619
2024
Q1 		$273K Buy
4,980
+1,027
+26% +$51.8K 0.01% 597
2023
Q4 		$206K Buy
3,953
+2,503
+173% +$136K 0.02% 501
2023
Q3 		$85K Buy
+1,450
New +$84.1K 0.01% 350

Other funds holding SLB

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

GeoWealth Management's SLB Position: Q1 2026 in Review

GeoWealth Management reduced its SLB Ltd (SLB) stake by 7.4% in Q1 2026, selling an estimated $23.7K and leaving 6,076 shares worth $312K. The position accounts for 0.01% of the portfolio, ranked #595.

GeoWealth Management first reported a position in SLB in Q3 2023 and has held it in 11 quarters since. The position peaked at $345K in Q4 2024. 1,680 funds tracked by Wall St. Rank hold SLB as of Q1 2026.

  • GeoWealth Management held 6,076 shares of SLB Ltd worth $312K as of Q1 2026.
  • GeoWealth Management sold 488 SLB Ltd shares in Q1 2026, an estimated $23.7K.
  • SLB Ltd made up 0.01% of GeoWealth Management's portfolio in Q1 2026, its #595 holding.
  • GeoWealth Management first reported a position in SLB Ltd in Q3 2023 and has held it in 11 quarters since.
  • GeoWealth Management's SLB Ltd position peaked at $345K in Q4 2024.
  • 1,680 funds tracked by Wall St. Rank held SLB Ltd as of Q1 2026.

Based on GeoWealth Management's 13F filing for Q1 2026, filed 13 May 2026.