GeoWealth Management’s Seagate STX Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q1
$872K Buy
+2,225
New +$849K 0.03% 328
2025
Q3
Sell
-456
Closed -$65.8K 1172
2025
Q2
$65.8K Buy
456
+122
+37% +$12.6K ﹤0.01% 899
2025
Q1
$28.4K Sell
334
-1,395
-81% -$132K ﹤0.01% 951
2024
Q4
$149K Sell
1,729
-234
-12% -$23.6K ﹤0.01% 859
2024
Q3
$215K Sell
1,963
-65
-3% -$6.65K 0.01% 697
2024
Q2
$209K Buy
+2,028
New +$189K 0.01% 667

Other funds holding STX

GeoWealth Management's STX Position: Q1 2026 in Review

GeoWealth Management opened a new position in Seagate (STX) in Q1 2026: 2,225 shares worth $872K. The stake represents 0.03% of the portfolio and ranks #328 among its holdings. This is a return to the name: GeoWealth Management previously reported a position in STX as recently as Q2 2025.

GeoWealth Management first reported a position in STX in Q2 2024 and has held it in 6 quarters since. 1,455 funds tracked by Wall St. Rank hold STX as of Q1 2026.

  • GeoWealth Management held 2,225 shares of Seagate worth $872K as of Q1 2026.
  • Seagate was a new GeoWealth Management position in Q1 2026.
  • Seagate made up 0.03% of GeoWealth Management's portfolio in Q1 2026, its #328 holding.
  • GeoWealth Management first reported a position in Seagate in Q2 2024 and has held it in 6 quarters since.
  • 1,455 funds tracked by Wall St. Rank held Seagate as of Q1 2026.

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