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GeoWealth Management’s Willis Towers Watson WTW Stock Holding History

GeoWealth Management’s Portfolio WTW Stock Details WTW Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q3 		– Sell
-71
Closed -$21.8K – 1249
2025
Q2 		$21.8K Buy
+71
New +$22K ﹤0.01% 1051
2025
Q1 		– Sell
-115
Closed -$36K – 1797
2024
Q4 		$36K Buy
115
+56
+95% +$17.2K ﹤0.01% 1249
2024
Q3 		$17.4K Buy
+59
New +$16.5K ﹤0.01% 1306

Other funds holding WTW

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Harris Associates
Harris Associates Chicago, Illinois $75B AUM 11.27% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
First Eagle Investment Management
First Eagle Investment Management New York $59B AUM 32.99% 1-Year Est. Return
Dodge & Cox
Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return
Artisan Partners
Artisan Partners Milwaukee, Wisconsin $62.3B AUM 26.25% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return

GeoWealth Management's WTW Position: Q3 2025 in Review

GeoWealth Management sold out of Willis Towers Watson (WTW) in Q3 2025, closing a stake of 71 shares — an estimated $21.8K sold.

GeoWealth Management first reported a position in WTW in Q3 2024 and held it in 3 quarters. The position peaked at $36K in Q4 2024. 727 funds tracked by Wall St. Rank hold WTW as of Q3 2025.

  • GeoWealth Management reported no remaining Willis Towers Watson position as of Q3 2025 after selling out during the quarter.
  • GeoWealth Management sold 71 Willis Towers Watson shares in Q3 2025, an estimated $21.8K.
  • GeoWealth Management first reported a position in Willis Towers Watson in Q3 2024 and held it in 3 quarters.
  • GeoWealth Management's Willis Towers Watson position peaked at $36K in Q4 2024.
  • 727 funds tracked by Wall St. Rank held Willis Towers Watson as of Q3 2025.

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