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IEQ Capital’s Green Dot GDOT Stock Holding History

IEQ Capital’s Portfolio GDOT Stock Details GDOT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q3 		– Sell
-14,159
Closed -$153K – 1930
2025
Q2 		$153K Buy
+14,159
New +$128K ﹤0.01% 1658
2025
Q1 		– Sell
-14,666
Closed -$156K – 1655
2024
Q4 		$156K Buy
14,666
+395
+3% +$4.36K ﹤0.01% 1236
2024
Q3 		$167K Buy
14,271
+1,576
+12% +$16.5K ﹤0.01% 1074
2024
Q2 		$120K Sell
12,695
-2,243
-15% -$20.9K ﹤0.01% 946
2024
Q1 		$139K Buy
+14,938
New +$132K ﹤0.01% 911

Other funds holding GDOT

TCM
Topline Capital Management Santa Monica, California $386M AUM 2.37% 1-Year Est. Return
NSGL
No Street GP LP San Francisco, California $1.66B AUM 39.91% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return
PCM
Portolan Capital Management Boston, Massachusetts $2.67B AUM 169.09% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

IEQ Capital's GDOT Position: Q3 2025 in Review

IEQ Capital sold out of Green Dot (GDOT) in Q3 2025, closing a stake of 14,159 shares — an estimated $153K sold.

IEQ Capital first reported a position in GDOT in Q1 2024 and held it in 5 quarters. The position peaked at $167K in Q3 2024. 169 funds tracked by Wall St. Rank hold GDOT as of Q3 2025.

  • IEQ Capital reported no remaining Green Dot position as of Q3 2025 after selling out during the quarter.
  • IEQ Capital sold 14,159 Green Dot shares in Q3 2025, an estimated $153K.
  • IEQ Capital first reported a position in Green Dot in Q1 2024 and held it in 5 quarters.
  • IEQ Capital's Green Dot position peaked at $167K in Q3 2024.
  • 169 funds tracked by Wall St. Rank held Green Dot as of Q3 2025.

Based on IEQ Capital's 13F filing for Q3 2025, filed 14 Nov 2025.