GM
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
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 $6.73T AUM 46.02% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Pzena Investment Management
Pzena Investment Management New York $34.1B AUM 23.81% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

GeoWealth Management's VOYA Position: Q2 2026 in Review

GeoWealth Management opened a new position in Voya Financial (VOYA) in Q2 2026: 2,217 shares worth $201K. The stake represents 0.01% of the portfolio and ranks #779 among its holdings. This is a return to the name: GeoWealth Management previously reported a position in VOYA as recently as Q4 2024.

GeoWealth Management first reported a position in VOYA in Q3 2024 and has held it in 3 quarters since. 514 funds tracked by Wall St. Rank hold VOYA as of Q2 2026.

  • GeoWealth Management held 2,217 shares of Voya Financial worth $201K as of Q2 2026.
  • Voya Financial was a new GeoWealth Management position in Q2 2026.
  • Voya Financial made up 0.01% of GeoWealth Management's portfolio in Q2 2026, its #779 holding.
  • GeoWealth Management first reported a position in Voya Financial in Q3 2024 and has held it in 3 quarters since.
  • 514 funds tracked by Wall St. Rank held Voya Financial as of Q2 2026.

Based on GeoWealth Management's 13F filing for Q2 2026, filed 30 Jul 2026.