GeoWealth Management’s T. Rowe Price Blue Chip Growth ETF TCHP Stock Holding History

GeoWealth Management’s Portfolio TCHP Stock Details TCHP Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q1	–	Sell	-17,999	Closed	-$758K	–	1723
2024 Q4	$758K	Buy	+17,999	New	+$748K	0.02%	371
2024 Q1	–	Sell	-9,797	Closed	-$304K	–	903
2023 Q4	$304K	Sell	9,797 -248,161	-96%	-$7.19M	0.03%	409
2023 Q3	$7.01M	Buy	+257,958	New	+$7.23M	0.79%	35
2023 Q2	–	Sell	-125,055	Closed	-$3M	–	476
2023 Q1	$3M	Buy	+125,055	New	+$2.8M	0.35%	55
2022 Q2	–	Sell	-539,573	Closed	-$15.8M	–	394
2022 Q1	$15.8M	Buy	+539,573	New	+$15.6M	1.39%	13
2021 Q4	–	Sell	-18,282	Closed	-$583K	–	413
2021 Q3	$583K	Buy	+18,282	New	+$602K	0.05%	198

Other funds holding TCHP

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Glenview Trust Louisville, Kentucky $6.37B AUM 23.72% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

TCOK

Trust Company of Kansas Wichita, Kansas $181M AUM 25.76% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return

Harbor Group Bedford, New Hampshire $692M AUM 13% 1-Year Est. Return

GeoWealth Management's TCHP Position: Q1 2025 in Review

GeoWealth Management sold out of T. Rowe Price Blue Chip Growth ETF (TCHP) in Q1 2025, closing a stake of 17,999 shares — an estimated $758K sold.

GeoWealth Management first reported a position in TCHP in Q3 2021 and held it in 6 quarters. The position peaked at $15.8M in Q1 2022. 122 funds tracked by Wall St. Rank hold TCHP as of Q1 2025.

GeoWealth Management reported no remaining T. Rowe Price Blue Chip Growth ETF position as of Q1 2025 after selling out during the quarter.
GeoWealth Management sold 17,999 T. Rowe Price Blue Chip Growth ETF shares in Q1 2025, an estimated $758K.
GeoWealth Management first reported a position in T. Rowe Price Blue Chip Growth ETF in Q3 2021 and held it in 6 quarters.
GeoWealth Management's T. Rowe Price Blue Chip Growth ETF position peaked at $15.8M in Q1 2022.
122 funds tracked by Wall St. Rank held T. Rowe Price Blue Chip Growth ETF as of Q1 2025.

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