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GeoWealth Management’s SS&C Technologies SSNC Stock Holding History

GeoWealth Management’s Portfolio SSNC Stock Details SSNC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q3 		– Sell
-1,059
Closed -$87.7K – 1167
2025
Q2 		$87.7K Buy
1,059
+696
+192% +$54.7K ﹤0.01% 840
2025
Q1 		$30.3K Sell
363
-3,146
-90% -$260K ﹤0.01% 948
2024
Q4 		$266K Buy
3,509
+3,189
+997% +$239K 0.01% 660
2024
Q3 		$23.7K Buy
+320
New +$22.7K ﹤0.01% 1249
2024
Q2 		– Sell
-151
Closed -$9.72K – 942
2024
Q1 		$9.72K Buy
151
+136
+907% +$8.45K ﹤0.01% 835
2023
Q4 		$1K Buy
+15
New +$819 ﹤0.01% 675

Other funds holding SSNC

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London $209B AUM 37.72% 1-Year Est. Return
Pzena Investment Management
Pzena Investment Management New York $34.1B AUM 23.81% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
BAM
Burgundy Asset Management Toronto, Ontario, Canada $10.6B AUM 13.39% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return
CCM
Cantillon Capital Management New York $665M AUM 25.91% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

GeoWealth Management's SSNC Position: Q3 2025 in Review

GeoWealth Management sold out of SS&C Technologies (SSNC) in Q3 2025, closing a stake of 1,059 shares — an estimated $87.7K sold.

GeoWealth Management first reported a position in SSNC in Q4 2023 and held it in 6 quarters. The position peaked at $266K in Q4 2024. 722 funds tracked by Wall St. Rank hold SSNC as of Q3 2025.

  • GeoWealth Management reported no remaining SS&C Technologies position as of Q3 2025 after selling out during the quarter.
  • GeoWealth Management sold 1,059 SS&C Technologies shares in Q3 2025, an estimated $87.7K.
  • GeoWealth Management first reported a position in SS&C Technologies in Q4 2023 and held it in 6 quarters.
  • GeoWealth Management's SS&C Technologies position peaked at $266K in Q4 2024.
  • 722 funds tracked by Wall St. Rank held SS&C Technologies as of Q3 2025.

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