GeoWealth Management’s TXNM Energy Inc TXNM Stock Holding History

GeoWealth Management’s Portfolio TXNM Stock Details TXNM Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q3	–	Sell	-305	Closed	-$17.2K	–	1270
2025 Q2	$17.2K	Buy	+305	New	+$16.6K	﹤0.01%	1079

Other funds holding TXNM

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

Blackstone Inc New York $25.6B AUM 26.83% 1-Year Est. Return

Balyasny Asset Management Chicago, Illinois $77.1B AUM 42.89% 1-Year Est. Return

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

Zimmer Partners New York $4.15B AUM 14.2% 1-Year Est. Return

WHRC

W.H. Reaves & Co Jersey City, New Jersey $6.03B AUM 40.55% 1-Year Est. Return

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

D.E. Shaw & Co New York $166B AUM 43.98% 1-Year Est. Return

Millennium Management New York $240B AUM 35.51% 1-Year Est. Return

GeoWealth Management's TXNM Position: Q3 2025 in Review

GeoWealth Management sold out of TXNM Energy Inc (TXNM) in Q3 2025, closing a stake of 305 shares — an estimated $17.2K sold.

GeoWealth Management first reported a position in TXNM in Q2 2025 and held it in 1 quarter. The position peaked at $17.2K in Q2 2025. 365 funds tracked by Wall St. Rank hold TXNM as of Q3 2025.

GeoWealth Management reported no remaining TXNM Energy Inc position as of Q3 2025 after selling out during the quarter.
GeoWealth Management sold 305 TXNM Energy Inc shares in Q3 2025, an estimated $17.2K.
GeoWealth Management first reported a position in TXNM Energy Inc in Q2 2025 and held it in 1 quarter.
GeoWealth Management's TXNM Energy Inc position peaked at $17.2K in Q2 2025.
365 funds tracked by Wall St. Rank held TXNM Energy Inc as of Q3 2025.

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