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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
Q2 		$391K Sell
10,269
-1,424
-12% -$54.4K 0.01% 570
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 $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
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
Norges Bank
Norges Bank Oslo, Norway $1T AUM
Nuveen
Nuveen Charlotte, North Carolina $419B AUM 43.02% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

GeoWealth Management's STAG Position: Q2 2026 in Review

GeoWealth Management reduced its STAG Industrial (STAG) stake by 12% in Q2 2026, selling an estimated $54.4K and leaving 10,269 shares worth $391K. The position accounts for 0.01% of the portfolio, ranked #570.

GeoWealth Management first reported a position in STAG in Q1 2024 and has held it in 10 quarters since. The position peaked at $455K in Q3 2025. 548 funds tracked by Wall St. Rank hold STAG as of Q2 2026.

  • GeoWealth Management held 10,269 shares of STAG Industrial worth $391K as of Q2 2026.
  • GeoWealth Management sold 1,424 STAG Industrial shares in Q2 2026, an estimated $54.4K.
  • STAG Industrial made up 0.01% of GeoWealth Management's portfolio in Q2 2026, its #570 holding.
  • GeoWealth Management first reported a position in STAG Industrial in Q1 2024 and has held it in 10 quarters since.
  • GeoWealth Management's STAG Industrial position peaked at $455K in Q3 2025.
  • 548 funds tracked by Wall St. Rank held STAG Industrial as of Q2 2026.

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