GM
ZS icon

GeoWealth Management’s Zscaler ZS Stock Holding History

GeoWealth Management’s Portfolio ZS Stock Details ZS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q3 		– Sell
-323
Closed -$101K – 1259
2025
Q2 		$101K Buy
+323
New +$80.5K ﹤0.01% 811
2025
Q1 		– Sell
-304
Closed -$54.8K – 1812
2024
Q4 		$54.8K Buy
304
+31
+11% +$6K ﹤0.01% 1137
2024
Q3 		$46.7K Buy
+273
New +$49.9K ﹤0.01% 1089

Other funds holding ZS

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
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

GeoWealth Management's ZS Position: Q3 2025 in Review

GeoWealth Management sold out of Zscaler (ZS) in Q3 2025, closing a stake of 323 shares — an estimated $101K sold.

GeoWealth Management first reported a position in ZS in Q3 2024 and held it in 3 quarters. The position peaked at $101K in Q2 2025. 910 funds tracked by Wall St. Rank hold ZS as of Q3 2025.

  • GeoWealth Management reported no remaining Zscaler position as of Q3 2025 after selling out during the quarter.
  • GeoWealth Management sold 323 Zscaler shares in Q3 2025, an estimated $101K.
  • GeoWealth Management first reported a position in Zscaler in Q3 2024 and held it in 3 quarters.
  • GeoWealth Management's Zscaler position peaked at $101K in Q2 2025.
  • 910 funds tracked by Wall St. Rank held Zscaler as of Q3 2025.

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