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GeoWealth Management’s Weyerhaeuser WY Stock Holding History

GeoWealth Management’s Portfolio WY Stock Details WY Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$419K Sell
17,506
-5,782
-25% -$140K 0.01% 547
2026
Q1 		$569K Sell
23,288
-4,438
-16% -$112K 0.02% 445
2025
Q4 		$657K Buy
27,726
+4,079
+17% +$94.4K 0.02% 379
2025
Q3 		$586K Sell
23,647
-5,147
-18% -$132K 0.02% 412
2025
Q2 		$740K Buy
28,794
+3,587
+14% +$93.9K 0.03% 322
2025
Q1 		$738K Buy
25,207
+2,169
+9% +$64.5K 0.03% 338
2024
Q4 		$649K Buy
23,038
+13,501
+142% +$421K 0.02% 409
2024
Q3 		$323K Buy
9,537
+2,088
+28% +$64.2K 0.01% 582
2024
Q2 		$211K Sell
7,449
-705
-9% -$21.8K 0.01% 662
2024
Q1 		$293K Buy
+8,154
New +$276K 0.01% 580

Other funds holding WY

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
First Eagle Investment Management
First Eagle Investment Management New York $60.8B AUM 26.63% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Cohen & Steers
Cohen & Steers New York $63.2B AUM 17.15% 1-Year Est. Return
Legal & General Group
Legal & General Group London, United Kingdom $480B AUM 42.84% 1-Year Est. Return

GeoWealth Management's WY Position: Q2 2026 in Review

GeoWealth Management reduced its Weyerhaeuser (WY) stake by 25% in Q2 2026, selling an estimated $140K and leaving 17,506 shares worth $419K. The position accounts for 0.01% of the portfolio, ranked #547.

GeoWealth Management first reported a position in WY in Q1 2024 and has held it in 10 quarters since. The position peaked at $740K in Q2 2025. 904 funds tracked by Wall St. Rank hold WY as of Q2 2026.

  • GeoWealth Management held 17,506 shares of Weyerhaeuser worth $419K as of Q2 2026.
  • GeoWealth Management sold 5,782 Weyerhaeuser shares in Q2 2026, an estimated $140K.
  • Weyerhaeuser made up 0.01% of GeoWealth Management's portfolio in Q2 2026, its #547 holding.
  • GeoWealth Management first reported a position in Weyerhaeuser in Q1 2024 and has held it in 10 quarters since.
  • GeoWealth Management's Weyerhaeuser position peaked at $740K in Q2 2025.
  • 904 funds tracked by Wall St. Rank held Weyerhaeuser as of Q2 2026.

Based on GeoWealth Management's 13F filing for Q2 2026, filed 30 Jul 2026.