GM
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GeoWealth Management’s Zoom ZM Stock Holding History

GeoWealth Management’s Portfolio ZM Stock Details ZM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q3 		– Sell
-1,129
Closed -$88K – 1258
2025
Q2 		$88K Buy
1,129
+211
+23% +$16.3K ﹤0.01% 839
2025
Q1 		$67.7K Sell
918
-9,236
-91% -$736K ﹤0.01% 851
2024
Q4 		$829K Buy
10,154
+9,919
+4,221% +$780K 0.03% 341
2024
Q3 		$16.4K Buy
+235
New +$14.7K ﹤0.01% 1319

Other funds holding ZM

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Acadian Asset Management
Acadian Asset Management Boston, Massachusetts $84.2B AUM 55.88% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return

GeoWealth Management's ZM Position: Q3 2025 in Review

GeoWealth Management sold out of Zoom (ZM) in Q3 2025, closing a stake of 1,129 shares — an estimated $88K sold.

GeoWealth Management first reported a position in ZM in Q3 2024 and held it in 4 quarters. The position peaked at $829K in Q4 2024. 754 funds tracked by Wall St. Rank hold ZM as of Q3 2025.

  • GeoWealth Management reported no remaining Zoom position as of Q3 2025 after selling out during the quarter.
  • GeoWealth Management sold 1,129 Zoom shares in Q3 2025, an estimated $88K.
  • GeoWealth Management first reported a position in Zoom in Q3 2024 and held it in 4 quarters.
  • GeoWealth Management's Zoom position peaked at $829K in Q4 2024.
  • 754 funds tracked by Wall St. Rank held Zoom as of Q3 2025.

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