GeoWealth Management’s Uranium Energy UEC Stock Holding History

GeoWealth Management’s Portfolio UEC Stock Details UEC Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q1	–	Sell	-4,857	Closed	-$32.5K	–	1752
2024 Q4	$32.5K	Sell	4,857 -27	-0.6%	-$207	﹤0.01%	1274
2024 Q3	$30.3K	Buy	+4,884	New	+$26.5K	﹤0.01%	1203

Other funds holding UEC

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Mirae Asset Global ETFs Holdings Causeway Bay, Hong Kong $83.9B AUM 60.43% 1-Year Est. Return

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

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

MMCAP International Grand Cayman, Cayman Islands $1.18B AUM 50.44% 1-Year Est. Return

ALPS Advisors Denver, Colorado $21.3B AUM 23.41% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

VanEck Associates New York $164B AUM 112.45% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

GeoWealth Management's UEC Position: Q1 2025 in Review

GeoWealth Management sold out of Uranium Energy (UEC) in Q1 2025, closing a stake of 4,857 shares — an estimated $32.5K sold.

GeoWealth Management first reported a position in UEC in Q3 2024 and held it in 2 quarters. The position peaked at $32.5K in Q4 2024. 339 funds tracked by Wall St. Rank hold UEC as of Q1 2025.

GeoWealth Management reported no remaining Uranium Energy position as of Q1 2025 after selling out during the quarter.
GeoWealth Management sold 4,857 Uranium Energy shares in Q1 2025, an estimated $32.5K.
GeoWealth Management first reported a position in Uranium Energy in Q3 2024 and held it in 2 quarters.
GeoWealth Management's Uranium Energy position peaked at $32.5K in Q4 2024.
339 funds tracked by Wall St. Rank held Uranium Energy as of Q1 2025.

Based on GeoWealth Management's 13F filing for Q1 2025, filed 9 May 2025.