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GeoWealth Management’s Vertiv VRT Stock Holding History

GeoWealth Management’s Portfolio VRT Stock Details VRT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$1.43M Buy
4,277
+1,693
+66% +$537K 0.05% 241
2026
Q1 		$648K Sell
2,584
-51
-2% -$11.3K 0.02% 410
2025
Q4 		$427K Sell
2,635
-1,144
-30% -$199K 0.02% 482
2025
Q3 		$570K Sell
3,779
-547
-13% -$73K 0.02% 420
2025
Q2 		$556K Sell
4,326
-41
-0.9% -$3.99K 0.02% 384
2025
Q1 		$315K Buy
4,367
+2,012
+85% +$214K 0.01% 540
2024
Q4 		$268K Sell
2,355
-318
-12% -$37.8K 0.01% 657
2024
Q3 		$266K Buy
2,673
+424
+19% +$35.1K 0.01% 635
2024
Q2 		$195K Buy
+2,249
New +$205K 0.01% 699
2022
Q2 		– Sell
-4,393
Closed -$61K – 406
2022
Q1 		$61K Buy
4,393
+301
+7% +$5.35K 0.01% 335
2021
Q4 		$102K Buy
4,092
+675
+20% +$16.9K 0.01% 309
2021
Q3 		$83K Buy
+3,417
New +$90.8K 0.01% 327

Other funds holding VRT

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

GeoWealth Management's VRT Position: Q2 2026 in Review

GeoWealth Management increased its Vertiv (VRT) stake by 66% in Q2 2026, buying an estimated $537K and bringing the position to 4,277 shares worth $1.43M. The position accounts for 0.05% of the portfolio, ranked #241.

GeoWealth Management first reported a position in VRT in Q3 2021 and has held it in 12 quarters since. 2,059 funds tracked by Wall St. Rank hold VRT as of Q2 2026.

  • GeoWealth Management held 4,277 shares of Vertiv worth $1.43M as of Q2 2026.
  • GeoWealth Management bought 1,693 Vertiv shares in Q2 2026, an estimated $537K.
  • Vertiv made up 0.05% of GeoWealth Management's portfolio in Q2 2026, its #241 holding.
  • GeoWealth Management first reported a position in Vertiv in Q3 2021 and has held it in 12 quarters since.
  • 2,059 funds tracked by Wall St. Rank held Vertiv as of Q2 2026.

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