GeoWealth Management’s TeraWulf WULF Stock Holding History

GeoWealth Management’s Portfolio WULF Stock Details WULF Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q4	–	Sell	-310	Closed	-$1.45K	–	1890
2024 Q3	$1.45K	Buy	+310	New	+$1.41K	﹤0.01%	1574

Other funds holding WULF

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

DCM

Driehaus Capital Management Chicago, Illinois $13.6B AUM 173.98% 1-Year Est. Return

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

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

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

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

VanEck Associates New York $133B AUM 72.99% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

SIG

Senator Investment Group New York $2.18B AUM 58.56% 1-Year Est. Return

GeoWealth Management's WULF Position: Q4 2024 in Review

GeoWealth Management sold out of TeraWulf (WULF) in Q4 2024, closing a stake of 310 shares — an estimated $1.45K sold.

GeoWealth Management first reported a position in WULF in Q3 2024 and held it in 1 quarter. The position peaked at $1.45K in Q3 2024. 263 funds tracked by Wall St. Rank hold WULF as of Q4 2024.

GeoWealth Management reported no remaining TeraWulf position as of Q4 2024 after selling out during the quarter.
GeoWealth Management sold 310 TeraWulf shares in Q4 2024, an estimated $1.45K.
GeoWealth Management first reported a position in TeraWulf in Q3 2024 and held it in 1 quarter.
GeoWealth Management's TeraWulf position peaked at $1.45K in Q3 2024.
263 funds tracked by Wall St. Rank held TeraWulf as of Q4 2024.

Based on GeoWealth Management's 13F filing for Q4 2024, filed 13 Feb 2025.