GM
SMCI icon

GeoWealth Management’s Super Micro Computer SMCI Stock Holding History

GeoWealth Management’s Portfolio SMCI Stock Details SMCI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q3 		– Sell
-2,374
Closed -$116K – 1152
2025
Q2 		$116K Buy
+2,374
New +$91.5K ﹤0.01% 780
2025
Q1 		– Sell
-3,944
Closed -$120K – 1703
2024
Q4 		$120K Buy
+3,944
New +$143K ﹤0.01% 916
2024
Q3 		– Sell
-3,080
Closed -$252K – 1722
2024
Q2 		$252K Buy
3,080
+1,880
+157% +$161K 0.01% 622
2024
Q1 		$121K Buy
+1,200
New +$87.9K ﹤0.01% 756

Other funds holding SMCI

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
DGI
Disciplined Growth Investors Minneapolis, Minnesota $4.89B AUM 33.85% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

GeoWealth Management's SMCI Position: Q3 2025 in Review

GeoWealth Management sold out of Super Micro Computer (SMCI) in Q3 2025, closing a stake of 2,374 shares — an estimated $116K sold.

GeoWealth Management first reported a position in SMCI in Q1 2024 and held it in 4 quarters. The position peaked at $252K in Q2 2024. 849 funds tracked by Wall St. Rank hold SMCI as of Q3 2025.

  • GeoWealth Management reported no remaining Super Micro Computer position as of Q3 2025 after selling out during the quarter.
  • GeoWealth Management sold 2,374 Super Micro Computer shares in Q3 2025, an estimated $116K.
  • GeoWealth Management first reported a position in Super Micro Computer in Q1 2024 and held it in 4 quarters.
  • GeoWealth Management's Super Micro Computer position peaked at $252K in Q2 2024.
  • 849 funds tracked by Wall St. Rank held Super Micro Computer as of Q3 2025.

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