GeoWealth Management’s Semtech SMTC Stock Holding History

GeoWealth Management’s Portfolio SMTC Stock Details SMTC Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q2	–	Sell	-25	Closed	-$860	–	1281
2025 Q1	$860	Buy	+25	New	+$1.23K	﹤0.01%	1037

Other funds holding SMTC

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

WRCM

Whale Rock Capital Management Boston, Massachusetts $7.74B AUM 180.85% 1-Year Est. Return

AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return

DGI

Disciplined Growth Investors Minneapolis, Minnesota $4.89B AUM 33.85% 1-Year Est. Return

GeoWealth Management's SMTC Position: Q2 2025 in Review

GeoWealth Management sold out of Semtech (SMTC) in Q2 2025, closing a stake of 25 shares — an estimated $860 sold.

GeoWealth Management first reported a position in SMTC in Q1 2025 and held it in 1 quarter. The position peaked at $860 in Q1 2025. 315 funds tracked by Wall St. Rank hold SMTC as of Q2 2025.

GeoWealth Management reported no remaining Semtech position as of Q2 2025 after selling out during the quarter.
GeoWealth Management sold 25 Semtech shares in Q2 2025, an estimated $860.
GeoWealth Management first reported a position in Semtech in Q1 2025 and held it in 1 quarter.
GeoWealth Management's Semtech position peaked at $860 in Q1 2025.
315 funds tracked by Wall St. Rank held Semtech as of Q2 2025.

Based on GeoWealth Management's 13F filing for Q2 2025, filed 13 Aug 2025.