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GeoWealth Management’s Valmont Industries VMI Stock Holding History

GeoWealth Management’s Portfolio VMI Stock Details VMI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q3 		– Sell
-29
Closed -$9.47K – 1228
2025
Q2 		$9.47K Buy
+29
New +$8.89K ﹤0.01% 1117
2025
Q1 		– Sell
-46
Closed -$14.1K – 1769
2024
Q4 		$14.1K Buy
46
+34
+283% +$11K ﹤0.01% 1445
2024
Q3 		$3.48K Buy
+12
New +$3.36K ﹤0.01% 1495

Other funds holding VMI

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
EARNEST Partners
EARNEST Partners Atlanta, Georgia $24.3B AUM 34.41% 1-Year Est. Return
Luther King Capital Management (LKCM)
Luther King Capital Management (LKCM) Fort Worth, Texas $23.1B AUM 21.31% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

GeoWealth Management's VMI Position: Q3 2025 in Review

GeoWealth Management sold out of Valmont Industries (VMI) in Q3 2025, closing a stake of 29 shares — an estimated $9.47K sold.

GeoWealth Management first reported a position in VMI in Q3 2024 and held it in 3 quarters. The position peaked at $14.1K in Q4 2024. 530 funds tracked by Wall St. Rank hold VMI as of Q3 2025.

  • GeoWealth Management reported no remaining Valmont Industries position as of Q3 2025 after selling out during the quarter.
  • GeoWealth Management sold 29 Valmont Industries shares in Q3 2025, an estimated $9.47K.
  • GeoWealth Management first reported a position in Valmont Industries in Q3 2024 and held it in 3 quarters.
  • GeoWealth Management's Valmont Industries position peaked at $14.1K in Q4 2024.
  • 530 funds tracked by Wall St. Rank held Valmont Industries as of Q3 2025.

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