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GeoWealth Management’s Voya Financial VOYA Stock Holding History

GeoWealth Management’s Portfolio VOYA Stock Details VOYA Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q1 		– Sell
-1,591
Closed -$110K – 1773
2024
Q4 		$110K Buy
1,591
+1,300
+447% +$102K ﹤0.01% 941
2024
Q3 		$23.1K Buy
+291
New +$20.8K ﹤0.01% 1255

Other funds holding VOYA

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
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Pzena Investment Management
Pzena Investment Management New York $30.8B AUM 11.29% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

GeoWealth Management's VOYA Position: Q1 2025 in Review

GeoWealth Management sold out of Voya Financial (VOYA) in Q1 2025, closing a stake of 1,591 shares — an estimated $110K sold.

GeoWealth Management first reported a position in VOYA in Q3 2024 and held it in 2 quarters. The position peaked at $110K in Q4 2024. 434 funds tracked by Wall St. Rank hold VOYA as of Q1 2025.

  • GeoWealth Management reported no remaining Voya Financial position as of Q1 2025 after selling out during the quarter.
  • GeoWealth Management sold 1,591 Voya Financial shares in Q1 2025, an estimated $110K.
  • GeoWealth Management first reported a position in Voya Financial in Q3 2024 and held it in 2 quarters.
  • GeoWealth Management's Voya Financial position peaked at $110K in Q4 2024.
  • 434 funds tracked by Wall St. Rank held Voya Financial as of Q1 2025.

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