GeoWealth Management’s WIX.com WIX Stock Holding History

GeoWealth Management’s Portfolio WIX Stock Details WIX Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q3	–	Sell	-148	Closed	-$23.5K	–	1243
2025 Q2	$23.5K	Buy	+148	New	+$23.8K	﹤0.01%	1042

Other funds holding WIX

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return

Senvest Management New York $3.01B AUM 35.7% 1-Year Est. Return

Acadian Asset Management Boston, Massachusetts $70.5B AUM 36% 1-Year Est. Return

DCM

Dorsal Capital Management Redwood City, California $2.57B AUM 3.13% 1-Year Est. Return

DCP

Durable Capital Partners Bethesda, Maryland $9.71B AUM 26.27% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return

GeoWealth Management's WIX Position: Q3 2025 in Review

GeoWealth Management sold out of WIX.com (WIX) in Q3 2025, closing a stake of 148 shares — an estimated $23.5K sold.

GeoWealth Management first reported a position in WIX in Q2 2025 and held it in 1 quarter. The position peaked at $23.5K in Q2 2025. 426 funds tracked by Wall St. Rank hold WIX as of Q3 2025.

GeoWealth Management reported no remaining WIX.com position as of Q3 2025 after selling out during the quarter.
GeoWealth Management sold 148 WIX.com shares in Q3 2025, an estimated $23.5K.
GeoWealth Management first reported a position in WIX.com in Q2 2025 and held it in 1 quarter.
GeoWealth Management's WIX.com position peaked at $23.5K in Q2 2025.
426 funds tracked by Wall St. Rank held WIX.com as of Q3 2025.

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