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GeoWealth Management’s Spire SR Stock Holding History

GeoWealth Management’s Portfolio SR Stock Details SR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$326K Sell
4,176
-2,172
-34% -$187K 0.01% 624
2026
Q1 		$575K Buy
6,348
+32
+0.5% +$2.81K 0.02% 443
2025
Q4 		$522K Sell
6,316
-347
-5% -$29.6K 0.02% 424
2025
Q3 		$543K Buy
6,663
+768
+13% +$58.4K 0.02% 429
2025
Q2 		$430K Buy
+5,895
New +$441K 0.02% 438

Other funds holding SR

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management San Mateo, California $36.7B AUM 74.15% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
CAPTRUST Financial Advisors
CAPTRUST Financial Advisors Raleigh, North Carolina $65.5B AUM 24.25% 1-Year Est. Return
Adage Capital Partners
Adage Capital Partners Boston, Massachusetts $71.3B AUM 56.8% 1-Year Est. Return
VNIM
Vaughan Nelson Investment Management Houston, Texas $11.3B AUM 53% 1-Year Est. Return

GeoWealth Management's SR Position: Q2 2026 in Review

GeoWealth Management reduced its Spire (SR) stake by 34% in Q2 2026, selling an estimated $187K and leaving 4,176 shares worth $326K. The position accounts for 0.01% of the portfolio, ranked #624.

GeoWealth Management first reported a position in SR in Q2 2025 and has held it in 5 quarters since. The position peaked at $575K in Q1 2026. 396 funds tracked by Wall St. Rank hold SR as of Q2 2026.

  • GeoWealth Management held 4,176 shares of Spire worth $326K as of Q2 2026.
  • GeoWealth Management sold 2,172 Spire shares in Q2 2026, an estimated $187K.
  • Spire made up 0.01% of GeoWealth Management's portfolio in Q2 2026, its #624 holding.
  • GeoWealth Management first reported a position in Spire in Q2 2025 and has held it in 5 quarters since.
  • GeoWealth Management's Spire position peaked at $575K in Q1 2026.
  • 396 funds tracked by Wall St. Rank held Spire as of Q2 2026.

Based on GeoWealth Management's 13F filing for Q2 2026, filed 30 Jul 2026.