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GeoWealth Management’s Twilio TWLO Stock Holding History

GeoWealth Management’s Portfolio TWLO Stock Details TWLO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$354K Buy
1,716
+245
+17% +$43.4K 0.01% 601
2026
Q1 		$185K Buy
+1,471
New +$181K 0.01% 745
2025
Q3 		– Sell
-1,568
Closed -$195K – 1201
2025
Q2 		$195K Buy
1,568
+657
+72% +$69.9K 0.01% 667
2025
Q1 		$89.2K Sell
911
-32
-3% -$3.79K ﹤0.01% 808
2024
Q4 		$102K Buy
943
+351
+59% +$32.1K ﹤0.01% 958
2024
Q3 		$38.6K Buy
+592
New +$35.4K ﹤0.01% 1149
2022
Q2 		– Sell
-504
Closed -$83K – 396
2022
Q1 		$83K Buy
504
+38
+8% +$6.92K 0.01% 330
2021
Q4 		$123K Buy
466
+84
+22% +$25.1K 0.01% 295
2021
Q3 		$123K Buy
+382
New +$139K 0.01% 315

Other funds holding TWLO

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Alkeon Capital Management
Alkeon Capital Management New York $74.1B AUM 71.18% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return

GeoWealth Management's TWLO Position: Q2 2026 in Review

GeoWealth Management increased its Twilio (TWLO) stake by 17% in Q2 2026, buying an estimated $43.4K and bringing the position to 1,716 shares worth $354K. The position accounts for 0.01% of the portfolio, ranked #601.

GeoWealth Management first reported a position in TWLO in Q3 2021 and has held it in 9 quarters since. 960 funds tracked by Wall St. Rank hold TWLO as of Q2 2026.

  • GeoWealth Management held 1,716 shares of Twilio worth $354K as of Q2 2026.
  • GeoWealth Management bought 245 Twilio shares in Q2 2026, an estimated $43.4K.
  • Twilio made up 0.01% of GeoWealth Management's portfolio in Q2 2026, its #601 holding.
  • GeoWealth Management first reported a position in Twilio in Q3 2021 and has held it in 9 quarters since.
  • 960 funds tracked by Wall St. Rank held Twilio as of Q2 2026.

Based on GeoWealth Management's 13F filing for Q2 2026, filed 30 Jul 2026.