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GeoWealth Management’s TransUnion TRU Stock Holding History

GeoWealth Management’s Portfolio TRU Stock Details TRU Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q3 		– Sell
-644
Closed -$56.7K – 1192
2025
Q2 		$56.7K Buy
+644
New +$53.7K ﹤0.01% 919

Other funds holding TRU

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BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
MG
Meritage Group San Francisco, California $2.6B AUM 15.71% 1-Year Est. Return
FCM
Farallon Capital Management San Francisco, California $21.7B AUM 79.24% 1-Year Est. Return
William Blair Investment Management
William Blair Investment Management Chicago, Illinois $33.3B AUM 44.76% 1-Year Est. Return

GeoWealth Management's TRU Position: Q3 2025 in Review

GeoWealth Management sold out of TransUnion (TRU) in Q3 2025, closing a stake of 644 shares — an estimated $56.7K sold.

GeoWealth Management first reported a position in TRU in Q2 2025 and held it in 1 quarter. The position peaked at $56.7K in Q2 2025. 561 funds tracked by Wall St. Rank hold TRU as of Q3 2025.

  • GeoWealth Management reported no remaining TransUnion position as of Q3 2025 after selling out during the quarter.
  • GeoWealth Management sold 644 TransUnion shares in Q3 2025, an estimated $56.7K.
  • GeoWealth Management first reported a position in TransUnion in Q2 2025 and held it in 1 quarter.
  • GeoWealth Management's TransUnion position peaked at $56.7K in Q2 2025.
  • 561 funds tracked by Wall St. Rank held TransUnion as of Q3 2025.

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