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GeoWealth Management’s STAG Industrial STAG Stock Holding History

GeoWealth Management’s Portfolio STAG Stock Details STAG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$422K Sell
11,693
-200
-2% -$7.58K 0.02% 504
2025
Q4 		$437K Sell
11,893
-994
-8% -$37.7K 0.02% 477
2025
Q3 		$455K Buy
12,887
+492
+4% +$17.5K 0.02% 470
2025
Q2 		$450K Buy
12,395
+6,054
+95% +$209K 0.02% 425
2025
Q1 		$229K Sell
6,341
-7,028
-53% -$245K 0.01% 621
2024
Q4 		$452K Buy
13,369
+8,021
+150% +$293K 0.01% 495
2024
Q3 		$209K Sell
5,348
-231
-4% -$9.05K 0.01% 706
2024
Q2 		$201K Buy
5,579
+625
+13% +$22.2K 0.01% 689
2024
Q1 		$190K Buy
+4,954
New +$188K 0.01% 699

Other funds holding STAG

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
N
Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
EARNEST Partners
EARNEST Partners Atlanta, Georgia $24.3B AUM 34.41% 1-Year Est. Return

GeoWealth Management's STAG Position: Q1 2026 in Review

GeoWealth Management reduced its STAG Industrial (STAG) stake by 1.7% in Q1 2026, selling an estimated $7.58K and leaving 11,693 shares worth $422K. The position accounts for 0.02% of the portfolio, ranked #504.

GeoWealth Management first reported a position in STAG in Q1 2024 and has held it in 9 quarters since. The position peaked at $455K in Q3 2025. 532 funds tracked by Wall St. Rank hold STAG as of Q1 2026.

  • GeoWealth Management held 11,693 shares of STAG Industrial worth $422K as of Q1 2026.
  • GeoWealth Management sold 200 STAG Industrial shares in Q1 2026, an estimated $7.58K.
  • STAG Industrial made up 0.02% of GeoWealth Management's portfolio in Q1 2026, its #504 holding.
  • GeoWealth Management first reported a position in STAG Industrial in Q1 2024 and has held it in 9 quarters since.
  • GeoWealth Management's STAG Industrial position peaked at $455K in Q3 2025.
  • 532 funds tracked by Wall St. Rank held STAG Industrial as of Q1 2026.

Based on GeoWealth Management's 13F filing for Q1 2026, filed 13 May 2026.