GeoWealth Management
VOYA icon

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
2026
Q3 		$244K Buy
2,587
+370
+17% +$36.8K 0.01% 746
2026
Q2 		$201K Buy
+2,217
New +$181K 0.01% 779
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

BlackRock
BlackRock New York $6.79T AUM 37.06% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.21T AUM
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.76T AUM
Pzena Investment Management
Pzena Investment Management New York $34.1B AUM 26.62% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $296B AUM 23.14% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return

GeoWealth Management's VOYA Position: Q3 2026 in Review

GeoWealth Management increased its Voya Financial (VOYA) stake by 17% in Q3 2026, buying an estimated $36.8K and bringing the position to 2,587 shares worth $244K. The position accounts for 0.01% of the portfolio, ranked #746.

GeoWealth Management first reported a position in VOYA in Q3 2024 and has held it in 4 quarters since. 393 funds tracked by Wall St. Rank hold VOYA as of Q3 2026.

  • GeoWealth Management held 2,587 shares of Voya Financial worth $244K as of Q3 2026.
  • GeoWealth Management bought 370 Voya Financial shares in Q3 2026, an estimated $36.8K.
  • Voya Financial made up 0.01% of GeoWealth Management's portfolio in Q3 2026, its #746 holding.
  • GeoWealth Management first reported a position in Voya Financial in Q3 2024 and has held it in 4 quarters since.
  • 393 funds tracked by Wall St. Rank held Voya Financial as of Q3 2026.

Based on GeoWealth Management's 13F filing for Q3 2026, filed 12 Nov 2026.