GeoWealth Management’s Tri Pointe Homes TPH Stock Holding History

GeoWealth Management’s Portfolio TPH Stock Details TPH Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q4	–	Sell	-939	Closed	-$42.5K	–	1881
2024 Q3	$42.5K	Buy	+939	New	+$40.2K	﹤0.01%	1123

Other funds holding TPH

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

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

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Pacer Advisors Malvern, Pennsylvania $35.6B AUM 18.19% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

GKIM

GW&K Investment Management Boston, Massachusetts $11.3B AUM 31.98% 1-Year Est. Return

American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return

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

Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return

GeoWealth Management's TPH Position: Q4 2024 in Review

GeoWealth Management sold out of Tri Pointe Homes (TPH) in Q4 2024, closing a stake of 939 shares — an estimated $42.5K sold.

GeoWealth Management first reported a position in TPH in Q3 2024 and held it in 1 quarter. The position peaked at $42.5K in Q3 2024. 349 funds tracked by Wall St. Rank hold TPH as of Q4 2024.

GeoWealth Management reported no remaining Tri Pointe Homes position as of Q4 2024 after selling out during the quarter.
GeoWealth Management sold 939 Tri Pointe Homes shares in Q4 2024, an estimated $42.5K.
GeoWealth Management first reported a position in Tri Pointe Homes in Q3 2024 and held it in 1 quarter.
GeoWealth Management's Tri Pointe Homes position peaked at $42.5K in Q3 2024.
349 funds tracked by Wall St. Rank held Tri Pointe Homes as of Q4 2024.

Based on GeoWealth Management's 13F filing for Q4 2024, filed 13 Feb 2025.