GeoWealth Management’s Toyota TM Stock Holding History

GeoWealth Management’s Portfolio TM Stock Details TM Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q3	–	Sell	-853	Closed	-$147K	–	1184
2025 Q2	$147K	Sell	853 -157	-16%	-$28.4K	0.01%	726
2025 Q1	$178K	Sell	1,010 -103	-9%	-$19.2K	0.01%	686
2024 Q4	$217K	Buy	1,113 +420	+61%	+$73.9K	0.01%	736
2024 Q3	$124K	Sell	693 -23	-3%	-$4.3K	﹤0.01%	844
2024 Q2	$147K	Buy	+716	New	+$158K	0.01%	739

Other funds holding TM

Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

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

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

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Natixis Advisors Boston, Massachusetts $71.9B AUM 28.03% 1-Year Est. Return

Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return

CAPTRUST Financial Advisors Raleigh, North Carolina $57.3B AUM 18.32% 1-Year Est. Return

GeoWealth Management's TM Position: Q3 2025 in Review

GeoWealth Management sold out of Toyota (TM) in Q3 2025, closing a stake of 853 shares — an estimated $147K sold.

GeoWealth Management first reported a position in TM in Q2 2024 and held it in 5 quarters. The position peaked at $217K in Q4 2024. 624 funds tracked by Wall St. Rank hold TM as of Q3 2025.

GeoWealth Management reported no remaining Toyota position as of Q3 2025 after selling out during the quarter.
GeoWealth Management sold 853 Toyota shares in Q3 2025, an estimated $147K.
GeoWealth Management first reported a position in Toyota in Q2 2024 and held it in 5 quarters.
GeoWealth Management's Toyota position peaked at $217K in Q4 2024.
624 funds tracked by Wall St. Rank held Toyota as of Q3 2025.

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