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Kimberly A Geary

@Bartlett & Co. Wealth Management Llc

Latest period2024 - Q4ReportedManaged Assets$6.894BTotal holdings1124
Assets growth rate-1.06%Assets growth rate (2-Q avg)2.33%Continuous growth in asset value0 quarters

Portfolio positions

This chart displays the top 10 holdings in Bartlett & Co. Wealth Management Llc's 2024 - Q4 portfolio, based on their 13F SEC filing, out of a total of 1124 positions.

Assets under management

The assets under management (AUM) of Bartlett & Co. Wealth Management Llc over the past 10 years (40 quarters) show continuous growth in total asset value over the last 0 quarters. As of the latest 13F SEC filing for 2024 - Q4, they manage 6.894B in assets, with a quarterly growth rate of -1.06% and a 2-quarter average growth rate of 2.33%. The portfolio is managed by Kimberly A Geary, and others.

Portfolio holdings

CurrentNew PositionIncreasedDecreasedExited
InvestmentPortfolio %Reported Value
BLKBlackrock Inc Com
Recent Activity
New Position
0.03%
$1.727M
1,685 shares@ $1025.11 avg price
ANETArista Networks Inc
Recent Activity
New Position
0.01%
$658,759
5,960 shares@ $110.54 avg price
DBEFDeutsche X-trackers Msci Eafe Hedged Equity
Recent Activity
New Position
0.01%
$476,017
11,498 shares@ $41.4 avg price
TRUPTrupanion Inc
Recent Activity
New Position
0.01%
$266,401
5,527 shares@ $48.2 avg price
NVRN V R Inc
Recent Activity
New Position
0.01%
$261,725
32 shares@ $8178.91 avg price
SUBIshares Short Term Ntnl Mun Bnd Etf
Recent Activity
New Position
0.01%
$228,892
2,170 shares@ $105.49 avg price
CSLCarlisle Companies Inc
Recent Activity
New Position
0.01%
$149,011
404 shares@ $368.84 avg price
LRCXLam Research Corp
Recent Activity
New Position
0.01%
$148,833
2,054 shares@ $72.47 avg price
SNRESunrise Communications F Unsponsored Adr
Recent Activity
New Position
0.01%
$93,139
2,162 shares@ $43.09 avg price
ECGEverus Constr Group Inc Com
Recent Activity
New Position
0.01%
$90,406
1,375 shares@ $65.75 avg price