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GeoWealth Management’s Workiva WK Stock Holding History

GeoWealth Management’s Portfolio WK Stock Details WK Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q1 		– Sell
-622
Closed -$68.1K – 1786
2024
Q4 		$68.1K Buy
622
+602
+3,010% +$55.5K ﹤0.01% 1061
2024
Q3 		$1.58K Buy
+20
New +$1.5K ﹤0.01% 1568

Other funds holding WK

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
RP
Riverbridge Partners Minneapolis, Minnesota $3.58B AUM 4.02% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $23.2B AUM 40.19% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
CCA
Conestoga Capital Advisors Wayne, Pennsylvania $4.6B AUM 16.08% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return

GeoWealth Management's WK Position: Q1 2025 in Review

GeoWealth Management sold out of Workiva (WK) in Q1 2025, closing a stake of 622 shares — an estimated $68.1K sold.

GeoWealth Management first reported a position in WK in Q3 2024 and held it in 2 quarters. The position peaked at $68.1K in Q4 2024. 329 funds tracked by Wall St. Rank hold WK as of Q1 2025.

  • GeoWealth Management reported no remaining Workiva position as of Q1 2025 after selling out during the quarter.
  • GeoWealth Management sold 622 Workiva shares in Q1 2025, an estimated $68.1K.
  • GeoWealth Management first reported a position in Workiva in Q3 2024 and held it in 2 quarters.
  • GeoWealth Management's Workiva position peaked at $68.1K in Q4 2024.
  • 329 funds tracked by Wall St. Rank held Workiva as of Q1 2025.

Based on GeoWealth Management's 13F filing for Q1 2025, filed 9 May 2025.