Greenline Wealth Management’s Citigroup C Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	–	Sell	-61	Closed	-$7.14K	–	162
2025 Q4	$7.14K	Buy	+61	New	+$6.33K	0.01%	354

Other funds holding C

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

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

Greenline Wealth Management sold out of Citigroup (C) in Q1 2026, closing a stake of 61 shares — an estimated $7.14K sold.

Greenline Wealth Management first reported a position in C in Q4 2025 and held it in 1 quarter. The position peaked at $7.14K in Q4 2025. 2,456 funds tracked by Wall St. Rank hold C as of Q1 2026.

Greenline Wealth Management reported no remaining Citigroup position as of Q1 2026 after selling out during the quarter.
Greenline Wealth Management sold 61 Citigroup shares in Q1 2026, an estimated $7.14K.
Greenline Wealth Management first reported a position in Citigroup in Q4 2025 and held it in 1 quarter.
Greenline Wealth Management's Citigroup position peaked at $7.14K in Q4 2025.
2,456 funds tracked by Wall St. Rank held Citigroup as of Q1 2026.

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