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GeoWealth Management’s Essential Utilities WTRG Stock Holding History

GeoWealth Management’s Portfolio WTRG Stock Details WTRG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q1 		– Sell
-406
Closed -$14.7K – 1795
2024
Q4 		$14.7K Sell
406
-16
-4% -$621 ﹤0.01% 1438
2024
Q3 		$16.3K Buy
+422
New +$16.6K ﹤0.01% 1321

Other funds holding WTRG

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Canada Pension Plan Investment Board
Canada Pension Plan Investment Board Toronto Ontario, Ontario, Canada $155B AUM 29.93% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Nordea Investment Management
Nordea Investment Management Stockholm, Sweden $107B AUM 24.58% 1-Year Est. Return
Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $94.8B AUM 24.11% 1-Year Est. Return
Amundi
Amundi Paris, France $367B AUM 31.23% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

GeoWealth Management's WTRG Position: Q1 2025 in Review

GeoWealth Management sold out of Essential Utilities (WTRG) in Q1 2025, closing a stake of 406 shares — an estimated $14.7K sold.

GeoWealth Management first reported a position in WTRG in Q3 2024 and held it in 2 quarters. The position peaked at $16.3K in Q3 2024. 678 funds tracked by Wall St. Rank hold WTRG as of Q1 2025.

  • GeoWealth Management reported no remaining Essential Utilities position as of Q1 2025 after selling out during the quarter.
  • GeoWealth Management sold 406 Essential Utilities shares in Q1 2025, an estimated $14.7K.
  • GeoWealth Management first reported a position in Essential Utilities in Q3 2024 and held it in 2 quarters.
  • GeoWealth Management's Essential Utilities position peaked at $16.3K in Q3 2024.
  • 678 funds tracked by Wall St. Rank held Essential Utilities as of Q1 2025.

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