GeoWealth Management’s Stellantis STLA Stock Holding History

GeoWealth Management’s Portfolio STLA Stock Details STLA Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q1	–	Sell	-1,434	Closed	-$18.7K	–	1716
2024 Q4	$18.7K	Buy	1,434 +317	+28%	+$4.21K	﹤0.01%	1389
2024 Q3	$15.7K	Buy	+1,117	New	+$19K	﹤0.01%	1327
2023 Q4	–	Sell	-302	Closed	-$6K	–	724
2023 Q3	$6K	Buy	+302	New	+$5.65K	﹤0.01%	457
2023 Q2	–	Sell	-42	Closed	-$1K	–	475
2023 Q1	$1K	Buy	+42	New	+$701	﹤0.01%	381

Other funds holding STLA

Bpifrance Maisons Alfort, Cedex, France $1.65B AUM 19.85% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Amundi Paris, France $367B AUM 31.23% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $303B AUM 30.15% 1-Year Est. Return

BOI

Bank of Italy Rome, Italy $2.21B AUM 9.01% 1-Year Est. Return

Citigroup New York $235B AUM 32.99% 1-Year Est. Return

GeoWealth Management's STLA Position: Q1 2025 in Review

GeoWealth Management sold out of Stellantis (STLA) in Q1 2025, closing a stake of 1,434 shares — an estimated $18.7K sold.

GeoWealth Management first reported a position in STLA in Q1 2023 and held it in 4 quarters. The position peaked at $18.7K in Q4 2024. 392 funds tracked by Wall St. Rank hold STLA as of Q1 2025.

GeoWealth Management reported no remaining Stellantis position as of Q1 2025 after selling out during the quarter.
GeoWealth Management sold 1,434 Stellantis shares in Q1 2025, an estimated $18.7K.
GeoWealth Management first reported a position in Stellantis in Q1 2023 and held it in 4 quarters.
GeoWealth Management's Stellantis position peaked at $18.7K in Q4 2024.
392 funds tracked by Wall St. Rank held Stellantis as of Q1 2025.

Based on GeoWealth Management's 13F filing for Q1 2025, filed 9 May 2025.