GM
XYZ

GeoWealth Management’s Block Inc XYZ Stock Holding History

GeoWealth Management’s Portfolio XYZ Stock Details XYZ Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q3 		– Sell
-1,650
Closed -$112K – 1273
2025
Q2 		$112K Sell
1,650
-489
-23% -$28.4K ﹤0.01% 788
2025
Q1 		$116K Buy
2,139
+3
+0.1% +$224 ﹤0.01% 763
2024
Q4 		$182K Buy
2,136
+1,465
+218% +$120K 0.01% 797
2024
Q3 		$45.1K Buy
+671
New +$43.3K ﹤0.01% 1102

Other funds holding XYZ

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return
Sands Capital Management
Sands Capital Management Arlington, Virginia $25.5B AUM 26.46% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Loomis, Sayles & Company
Loomis, Sayles & Company Boston, Massachusetts $74.3B AUM 24.01% 1-Year Est. Return

GeoWealth Management's XYZ Position: Q3 2025 in Review

GeoWealth Management sold out of Block Inc (XYZ) in Q3 2025, closing a stake of 1,650 shares — an estimated $112K sold.

GeoWealth Management first reported a position in XYZ in Q3 2024 and held it in 4 quarters. The position peaked at $182K in Q4 2024. 1,031 funds tracked by Wall St. Rank hold XYZ as of Q3 2025.

  • GeoWealth Management reported no remaining Block Inc position as of Q3 2025 after selling out during the quarter.
  • GeoWealth Management sold 1,650 Block Inc shares in Q3 2025, an estimated $112K.
  • GeoWealth Management first reported a position in Block Inc in Q3 2024 and held it in 4 quarters.
  • GeoWealth Management's Block Inc position peaked at $182K in Q4 2024.
  • 1,031 funds tracked by Wall St. Rank held Block Inc as of Q3 2025.

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