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GeoWealth Management’s SelectQuote SLQT Stock Holding History

GeoWealth Management’s Portfolio SLQT Stock Details SLQT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q1 		– Sell
-1,833
Closed -$6.82K – 1702
2024
Q4 		$6.82K Buy
1,833
+1,224
+201% +$3.12K ﹤0.01% 1525
2024
Q3 		$1.32K Buy
+609
New +$2K ﹤0.01% 1580

Other funds holding SLQT

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
ABI
Abrams Bison Investments Bethesda, Maryland $2.31B AUM 40.26% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Mariner
Mariner Overland Park, Kansas $85.7B AUM 24.21% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
CAPTRUST Financial Advisors
CAPTRUST Financial Advisors Raleigh, North Carolina $57.3B AUM 18.32% 1-Year Est. Return

GeoWealth Management's SLQT Position: Q1 2025 in Review

GeoWealth Management sold out of SelectQuote (SLQT) in Q1 2025, closing a stake of 1,833 shares — an estimated $6.82K sold.

GeoWealth Management first reported a position in SLQT in Q3 2024 and held it in 2 quarters. The position peaked at $6.82K in Q4 2024. 179 funds tracked by Wall St. Rank hold SLQT as of Q1 2025.

  • GeoWealth Management reported no remaining SelectQuote position as of Q1 2025 after selling out during the quarter.
  • GeoWealth Management sold 1,833 SelectQuote shares in Q1 2025, an estimated $6.82K.
  • GeoWealth Management first reported a position in SelectQuote in Q3 2024 and held it in 2 quarters.
  • GeoWealth Management's SelectQuote position peaked at $6.82K in Q4 2024.
  • 179 funds tracked by Wall St. Rank held SelectQuote as of Q1 2025.

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