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GeoWealth Management’s State Street STT Stock Holding History

GeoWealth Management’s Portfolio STT Stock Details STT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q3 		– Sell
-1,264
Closed -$134K – 1171
2025
Q2 		$134K Buy
1,264
+197
+18% +$18.2K 0.01% 749
2025
Q1 		$95.5K Sell
1,067
-546
-34% -$52.2K ﹤0.01% 793
2024
Q4 		$158K Buy
1,613
+77
+5% +$7.29K 0.01% 843
2024
Q3 		$136K Buy
+1,536
New +$127K ﹤0.01% 822

Other funds holding STT

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Harris Associates
Harris Associates Chicago, Illinois $75B AUM 11.27% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Dodge & Cox
Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return

GeoWealth Management's STT Position: Q3 2025 in Review

GeoWealth Management sold out of State Street (STT) in Q3 2025, closing a stake of 1,264 shares — an estimated $134K sold.

GeoWealth Management first reported a position in STT in Q3 2024 and held it in 4 quarters. The position peaked at $158K in Q4 2024. 1,027 funds tracked by Wall St. Rank hold STT as of Q3 2025.

  • GeoWealth Management reported no remaining State Street position as of Q3 2025 after selling out during the quarter.
  • GeoWealth Management sold 1,264 State Street shares in Q3 2025, an estimated $134K.
  • GeoWealth Management first reported a position in State Street in Q3 2024 and held it in 4 quarters.
  • GeoWealth Management's State Street position peaked at $158K in Q4 2024.
  • 1,027 funds tracked by Wall St. Rank held State Street as of Q3 2025.

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