GeoWealth Management’s Upstart Holdings UPST Stock Holding History

GeoWealth Management’s Portfolio UPST Stock Details UPST Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q3	–	Sell	-166	Closed	-$10.7K	–	1211
2025 Q2	$10.7K	Buy	+166	New	+$8.14K	﹤0.01%	1112
2025 Q1	–	Sell	-188	Closed	-$11.6K	–	1756
2024 Q4	$11.6K	Sell	188 -2	-1%	-$125	﹤0.01%	1469
2024 Q3	$7.6K	Buy	+190	New	+$6.32K	﹤0.01%	1402

Other funds holding UPST

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

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

JCAM

Jericho Capital Asset Management New York $12.1B AUM 109.57% 1-Year Est. Return

SPC

Slate Path Capital New York $7.22B AUM 110.75% 1-Year Est. Return

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

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

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Squarepoint New York $90.5B AUM 33.95% 1-Year Est. Return

Marex Group London $23.6B AUM 57.16% 1-Year Est. Return

GeoWealth Management's UPST Position: Q3 2025 in Review

GeoWealth Management sold out of Upstart Holdings (UPST) in Q3 2025, closing a stake of 166 shares — an estimated $10.7K sold.

GeoWealth Management first reported a position in UPST in Q3 2024 and held it in 3 quarters. The position peaked at $11.6K in Q4 2024. 412 funds tracked by Wall St. Rank hold UPST as of Q3 2025.

GeoWealth Management reported no remaining Upstart Holdings position as of Q3 2025 after selling out during the quarter.
GeoWealth Management sold 166 Upstart Holdings shares in Q3 2025, an estimated $10.7K.
GeoWealth Management first reported a position in Upstart Holdings in Q3 2024 and held it in 3 quarters.
GeoWealth Management's Upstart Holdings position peaked at $11.6K in Q4 2024.
412 funds tracked by Wall St. Rank held Upstart Holdings as of Q3 2025.

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