GM
X

GeoWealth Management’s US Steel X Stock Holding History

GeoWealth Management’s Portfolio X Stock Details X Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		– Sell
-1,184
Closed -$50K – 1295
2025
Q1 		$50K Buy
1,184
+64
+6% +$2.42K ﹤0.01% 895
2024
Q4 		$38.1K Sell
1,120
-68
-6% -$2.51K ﹤0.01% 1236
2024
Q3 		$42K Buy
+1,188
New +$45.2K ﹤0.01% 1124

Other funds holding X

Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
IA
IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return
CAWM
Capital A Wealth Management New Castle, Pennsylvania $8.94M AUM
SS
Sunbelt Securities Houston, Texas $1.58B AUM 28.96% 1-Year Est. Return
HNB
Huntington National Bank Columbus, Ohio $18.1B AUM 24.69% 1-Year Est. Return

GeoWealth Management's X Position: Q2 2025 in Review

GeoWealth Management sold out of US Steel (X) in Q2 2025, closing a stake of 1,184 shares — an estimated $50K sold.

GeoWealth Management first reported a position in X in Q3 2024 and held it in 3 quarters. The position peaked at $50K in Q1 2025. 6 funds tracked by Wall St. Rank hold X as of Q2 2025.

  • GeoWealth Management reported no remaining US Steel position as of Q2 2025 after selling out during the quarter.
  • GeoWealth Management sold 1,184 US Steel shares in Q2 2025, an estimated $50K.
  • GeoWealth Management first reported a position in US Steel in Q3 2024 and held it in 3 quarters.
  • GeoWealth Management's US Steel position peaked at $50K in Q1 2025.
  • 6 funds tracked by Wall St. Rank held US Steel as of Q2 2025.

Based on GeoWealth Management's 13F filing for Q2 2025, filed 13 Aug 2025.