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Greenup Street Wealth Management’s Citigroup C Stock Holding History

Greenup Street 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
2025
Q4 		– Sell
-2,808
Closed -$285K – 124
2025
Q3 		$285K Buy
+2,808
New +$266K 0.04% 118

Other funds holding C

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
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Greenup Street Wealth Management's C Position: Q4 2025 in Review

Greenup Street Wealth Management sold out of Citigroup (C) in Q4 2025, closing a stake of 2,808 shares — an estimated $285K sold.

Greenup Street Wealth Management first reported a position in C in Q3 2025 and held it in 1 quarter. The position peaked at $285K in Q3 2025. 2,466 funds tracked by Wall St. Rank hold C as of Q4 2025.

  • Greenup Street Wealth Management reported no remaining Citigroup position as of Q4 2025 after selling out during the quarter.
  • Greenup Street Wealth Management sold 2,808 Citigroup shares in Q4 2025, an estimated $285K.
  • Greenup Street Wealth Management first reported a position in Citigroup in Q3 2025 and held it in 1 quarter.
  • Greenup Street Wealth Management's Citigroup position peaked at $285K in Q3 2025.
  • 2,466 funds tracked by Wall St. Rank held Citigroup as of Q4 2025.

Based on Greenup Street Wealth Management's 13F filing for Q4 2025, filed 22 Jan 2026.