Greenline Wealth Management’s Badger Meter BMI Stock Holding History

Greenline Wealth Management’s Portfolio BMI Stock Details BMI Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	–	Sell	-34	Closed	-$5.95K	–	154
2025 Q4	$5.95K	Buy	+34	New	+$6.12K	0.01%	378

Other funds holding BMI

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Greenline Wealth Management's BMI Position: Q1 2026 in Review

Greenline Wealth Management sold out of Badger Meter (BMI) in Q1 2026, closing a stake of 34 shares — an estimated $5.95K sold.

Greenline Wealth Management first reported a position in BMI in Q4 2025 and held it in 1 quarter. The position peaked at $5.95K in Q4 2025. 473 funds tracked by Wall St. Rank hold BMI as of Q1 2026.

Greenline Wealth Management reported no remaining Badger Meter position as of Q1 2026 after selling out during the quarter.
Greenline Wealth Management sold 34 Badger Meter shares in Q1 2026, an estimated $5.95K.
Greenline Wealth Management first reported a position in Badger Meter in Q4 2025 and held it in 1 quarter.
Greenline Wealth Management's Badger Meter position peaked at $5.95K in Q4 2025.
473 funds tracked by Wall St. Rank held Badger Meter as of Q1 2026.

Based on Greenline Wealth Management's 13F filing for Q1 2026, filed 14 May 2026.