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 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 New York $5.72T AUM 30.48% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

First Eagle Investment Management New York $59B AUM 32.99% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

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

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

Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

GeoWealth Management's WY Position: Q1 2026 in Review

GeoWealth Management reduced its Weyerhaeuser (WY) stake by 16% in Q1 2026, selling an estimated $112K and leaving 23,288 shares worth $569K. The position accounts for 0.02% of the portfolio, ranked #445.

GeoWealth Management first reported a position in WY in Q1 2024 and has held it in 9 quarters since. The position peaked at $740K in Q2 2025. 895 funds tracked by Wall St. Rank hold WY as of Q1 2026.

GeoWealth Management held 23,288 shares of Weyerhaeuser worth $569K as of Q1 2026.
GeoWealth Management sold 4,438 Weyerhaeuser shares in Q1 2026, an estimated $112K.
Weyerhaeuser made up 0.02% of GeoWealth Management's portfolio in Q1 2026, its #445 holding.
GeoWealth Management first reported a position in Weyerhaeuser in Q1 2024 and has held it in 9 quarters since.
GeoWealth Management's Weyerhaeuser position peaked at $740K in Q2 2025.
895 funds tracked by Wall St. Rank held Weyerhaeuser as of Q1 2026.

Based on GeoWealth Management's 13F filing for Q1 2026, filed 13 May 2026.