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GeoWealth Management’s SoFi Technologies SOFI Stock Holding History

GeoWealth Management’s Portfolio SOFI Stock Details SOFI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q3 		– Sell
-3,315
Closed -$60.4K – 1160
2025
Q2 		$60.4K Buy
3,315
+29
+0.9% +$382 ﹤0.01% 907
2025
Q1 		$38.2K Hold
3,286
– – ﹤0.01% 922
2024
Q4 		$50.6K Sell
3,286
-352
-10% -$4.57K ﹤0.01% 1157
2024
Q3 		$28.6K Buy
+3,638
New +$26.4K ﹤0.01% 1217

Other funds holding SOFI

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
D.E. Shaw & Co
D.E. Shaw & Co New York $210B AUM 57.28% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Jane Street
Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return

GeoWealth Management's SOFI Position: Q3 2025 in Review

GeoWealth Management sold out of SoFi Technologies (SOFI) in Q3 2025, closing a stake of 3,315 shares — an estimated $60.4K sold.

GeoWealth Management first reported a position in SOFI in Q3 2024 and held it in 4 quarters. The position peaked at $60.4K in Q2 2025. 913 funds tracked by Wall St. Rank hold SOFI as of Q3 2025.

  • GeoWealth Management reported no remaining SoFi Technologies position as of Q3 2025 after selling out during the quarter.
  • GeoWealth Management sold 3,315 SoFi Technologies shares in Q3 2025, an estimated $60.4K.
  • GeoWealth Management first reported a position in SoFi Technologies in Q3 2024 and held it in 4 quarters.
  • GeoWealth Management's SoFi Technologies position peaked at $60.4K in Q2 2025.
  • 913 funds tracked by Wall St. Rank held SoFi Technologies as of Q3 2025.

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