GeoWealth Management’s Wolfspeed WOLF Stock Holding History

GeoWealth Management’s Portfolio WOLF Stock Details WOLF Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q1	–	Sell	-1,671	Closed	-$11.1K	–	1788
2024 Q4	$11.1K	Buy	+1,671	New	+$17K	﹤0.01%	1474

Other funds holding WOLF

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

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Primecap Management Pasadena, California $127B AUM 44.11% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return

Artisan Partners Milwaukee, Wisconsin $62.3B AUM 26.25% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

GeoWealth Management's WOLF Position: Q1 2025 in Review

GeoWealth Management sold out of Wolfspeed (WOLF) in Q1 2025, closing a stake of 1,671 shares — an estimated $11.1K sold.

GeoWealth Management first reported a position in WOLF in Q4 2024 and held it in 1 quarter. The position peaked at $11.1K in Q4 2024. 305 funds tracked by Wall St. Rank hold WOLF as of Q1 2025.

GeoWealth Management reported no remaining Wolfspeed position as of Q1 2025 after selling out during the quarter.
GeoWealth Management sold 1,671 Wolfspeed shares in Q1 2025, an estimated $11.1K.
GeoWealth Management first reported a position in Wolfspeed in Q4 2024 and held it in 1 quarter.
GeoWealth Management's Wolfspeed position peaked at $11.1K in Q4 2024.
305 funds tracked by Wall St. Rank held Wolfspeed as of Q1 2025.

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