GeoWealth Management’s Wheaton Precious Metals WPM Stock Holding History

GeoWealth Management’s Portfolio WPM Stock Details WPM Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q1	–	Sell	-74	Closed	-$4.16K	–	1789
2024 Q4	$4.16K	Sell	74 -45	-38%	-$2.79K	﹤0.01%	1570
2024 Q3	$7.27K	Buy	+119	New	+$7.08K	﹤0.01%	1413

Other funds holding WPM

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

First Eagle Investment Management New York $60.8B AUM 26.63% 1-Year Est. Return

VanEck Associates New York $164B AUM 112.45% 1-Year Est. Return

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

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Fidelity International Hamilton, Bermuda $139B AUM 29.06% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

TD Asset Management Toronto, Ontario, Canada $115B AUM 41.58% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

GeoWealth Management's WPM Position: Q1 2025 in Review

GeoWealth Management sold out of Wheaton Precious Metals (WPM) in Q1 2025, closing a stake of 74 shares — an estimated $4.16K sold.

GeoWealth Management first reported a position in WPM in Q3 2024 and held it in 2 quarters. The position peaked at $7.27K in Q3 2024. 665 funds tracked by Wall St. Rank hold WPM as of Q1 2025.

GeoWealth Management reported no remaining Wheaton Precious Metals position as of Q1 2025 after selling out during the quarter.
GeoWealth Management sold 74 Wheaton Precious Metals shares in Q1 2025, an estimated $4.16K.
GeoWealth Management first reported a position in Wheaton Precious Metals in Q3 2024 and held it in 2 quarters.
GeoWealth Management's Wheaton Precious Metals position peaked at $7.27K in Q3 2024.
665 funds tracked by Wall St. Rank held Wheaton Precious Metals as of Q1 2025.

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