GeoWealth Management’s Vontier VNT Stock Holding History

GeoWealth Management’s Portfolio VNT Stock Details VNT Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q1	–	Sell	-592	Closed	-$21.6K	–	1771
2024 Q4	$21.6K	Buy	+592	New	+$21.8K	﹤0.01%	1365

Other funds holding VNT

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

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Fuller & Thaler Asset Management San Mateo, California $29.7B AUM 43.33% 1-Year Est. Return

TCAM

Turtle Creek Asset Management Toronto, Ontario, Canada $2.67B AUM 0.64% 1-Year Est. Return

T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

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

GeoWealth Management's VNT Position: Q1 2025 in Review

GeoWealth Management sold out of Vontier (VNT) in Q1 2025, closing a stake of 592 shares — an estimated $21.6K sold.

GeoWealth Management first reported a position in VNT in Q4 2024 and held it in 1 quarter. The position peaked at $21.6K in Q4 2024. 488 funds tracked by Wall St. Rank hold VNT as of Q1 2025.

GeoWealth Management reported no remaining Vontier position as of Q1 2025 after selling out during the quarter.
GeoWealth Management sold 592 Vontier shares in Q1 2025, an estimated $21.6K.
GeoWealth Management first reported a position in Vontier in Q4 2024 and held it in 1 quarter.
GeoWealth Management's Vontier position peaked at $21.6K in Q4 2024.
488 funds tracked by Wall St. Rank held Vontier as of Q1 2025.

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