GM
WBA

GeoWealth Management’s Walgreens Boots Alliance WBA Stock Holding History

GeoWealth Management’s Portfolio WBA Stock Details WBA Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q3 		– Sell
-8,796
Closed -$101K – 1239
2025
Q2 		$101K Sell
8,796
-448
-5% -$4.99K ﹤0.01% 813
2025
Q1 		$103K Sell
9,244
-17,276
-65% -$188K ﹤0.01% 780
2024
Q4 		$247K Buy
26,520
+14,541
+121% +$135K 0.01% 680
2024
Q3 		$107K Buy
11,979
+5,740
+92% +$59.1K ﹤0.01% 879
2024
Q2 		$75.5K Sell
6,239
-1,023
-14% -$17.4K ﹤0.01% 791
2024
Q1 		$158K Sell
7,262
-60,962
-89% -$1.35M 0.01% 728
2023
Q4 		$1.78M Buy
68,224
+64,385
+1,677% +$1.44M 0.15% 132
2023
Q3 		$85K Buy
3,839
+11
+0.3% +$292 0.01% 351
2023
Q2 		$109K Sell
3,828
-23
-0.6% -$749 0.01% 284
2023
Q1 		$134K Buy
+3,851
New +$137K 0.02% 228
2022
Q3 		– Sell
-6,084
Closed -$231K – 379
2022
Q2 		$231K Sell
6,084
-854
-12% -$36.7K 0.03% 233
2022
Q1 		$311K Sell
6,938
-2,323
-25% -$114K 0.03% 259
2021
Q4 		$483K Buy
9,261
+97
+1% +$4.7K 0.04% 216
2021
Q3 		$431K Sell
9,164
-139
-1% -$6.7K 0.04% 232
2021
Q2 		$489K Buy
9,303
+1,332
+17% +$71.7K 0.06% 150
2021
Q1 		$438K Sell
7,971
-419
-5% -$20.7K 0.07% 126
2020
Q4 		$333K Buy
8,390
+189
+2% +$7.32K 0.05% 171
2020
Q3 		$301K Buy
8,201
+2,067
+34% +$80.8K 0.09% 122
2020
Q2 		$260K Buy
+6,134
New +$260K 0.11% 132

Other funds holding WBA

DekaBank Deutsche Girozentrale
DekaBank Deutsche Girozentrale Frankfurt, Germany $60.6B AUM 23.27% 1-Year Est. Return
GCM
Greenland Capital Management New York $787M AUM 40.68% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $416B AUM 33.63% 1-Year Est. Return
IA
IFP Advisors Tampa, Florida $4.82B AUM 20.19% 1-Year Est. Return
BCP
BSN Capital Partners London, United Kingdom $3.93B AUM 13.09% 1-Year Est. Return
HNB
Huntington National Bank Columbus, Ohio $18.1B AUM 24.69% 1-Year Est. Return
PS
PayPay Securities Tokyo, Japan $2.89M AUM 12.57% 1-Year Est. Return

GeoWealth Management's WBA Position: Q3 2025 in Review

GeoWealth Management sold out of Walgreens Boots Alliance (WBA) in Q3 2025, closing a stake of 8,796 shares — an estimated $101K sold.

GeoWealth Management first reported a position in WBA in Q2 2020 and held it in 19 quarters. The position peaked at $1.78M in Q4 2023. 9 funds tracked by Wall St. Rank hold WBA as of Q3 2025.

  • GeoWealth Management reported no remaining Walgreens Boots Alliance position as of Q3 2025 after selling out during the quarter.
  • GeoWealth Management sold 8,796 Walgreens Boots Alliance shares in Q3 2025, an estimated $101K.
  • GeoWealth Management first reported a position in Walgreens Boots Alliance in Q2 2020 and held it in 19 quarters.
  • GeoWealth Management's Walgreens Boots Alliance position peaked at $1.78M in Q4 2023.
  • 9 funds tracked by Wall St. Rank held Walgreens Boots Alliance as of Q3 2025.

Based on GeoWealth Management's 13F filing for Q3 2025, filed 13 Nov 2025.