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GeoWealth Management’s Thomson Reuters TRI Stock Holding History

GeoWealth Management’s Portfolio TRI Stock Details TRI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q4 		– Sell
-1,688
Closed -$266K – 827
2025
Q3 		$266K Buy
1,688
+1,179
+232% +$220K 0.01% 627
2025
Q2 		$104K Sell
509
-344
-40% -$65.5K ﹤0.01% 802
2025
Q1 		$150K Buy
853
+8
+0.9% +$1.38K 0.01% 722
2024
Q4 		$138K Buy
845
+785
+1,308% +$132K ﹤0.01% 884
2024
Q3 		$10.4K Buy
+60
New +$10.1K ﹤0.01% 1365

Other funds holding TRI

TWC
The Woodbridge Company Toronto, Ontario, Canada $27.8B AUM 46.78% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
1832 Asset Management
1832 Asset Management Toronto, Ontario, Canada $109B AUM 35.56% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
TD Asset Management
TD Asset Management Toronto, Ontario, Canada $123B AUM 34.51% 1-Year Est. Return
TFHU
TLT Family Holdco ULC Toronto $724M AUM 24.23% 1-Year Est. Return
LFC
LCC Family Corp Toronto $292M AUM 47.92% 1-Year Est. Return

GeoWealth Management's TRI Position: Q4 2025 in Review

GeoWealth Management sold out of Thomson Reuters (TRI) in Q4 2025, closing a stake of 1,688 shares — an estimated $266K sold.

GeoWealth Management first reported a position in TRI in Q3 2024 and held it in 5 quarters. The position peaked at $266K in Q3 2025. 499 funds tracked by Wall St. Rank hold TRI as of Q4 2025.

  • GeoWealth Management reported no remaining Thomson Reuters position as of Q4 2025 after selling out during the quarter.
  • GeoWealth Management sold 1,688 Thomson Reuters shares in Q4 2025, an estimated $266K.
  • GeoWealth Management first reported a position in Thomson Reuters in Q3 2024 and held it in 5 quarters.
  • GeoWealth Management's Thomson Reuters position peaked at $266K in Q3 2025.
  • 499 funds tracked by Wall St. Rank held Thomson Reuters as of Q4 2025.

Based on GeoWealth Management's 13F filing for Q4 2025, filed 17 Feb 2026.