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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
Recent Activity
Exited
0%
$1.571M
1,655 shares@ $949.51 avg price
TGTXTg Therapeutics Inc.
Recent Activity
Exited
0%
$584,750
25,000 shares@ $23.39 avg price
ANETArista Networks Inc
Recent Activity
Exited
0%
$571,892
1,490 shares@ $383.83 avg price
ITIIteris Inc New Com
Recent Activity
Exited
0%
$245,295
34,355 shares@ $7.15 avg price
MROMarathon Oil Corporation
Recent Activity
Exited
0%
$172,243
6,468 shares@ $26.64 avg price
LRCXLam Research Corp
Recent Activity
Exited
0%
$168,586
206 shares@ $818.38 avg price
IBDPIshares Ibonds Dec 2024 Trm Etf
Recent Activity
Exited
0%
$129,201
5,125 shares@ $25.21 avg price
SWNSouthwestern Energy Co.
Recent Activity
Exited
0%
$71,100
10,000 shares@ $7.11 avg price
AYAtlantica Sustainable Infrastructure
Recent Activity
Exited
0%
$59,346
2,700 shares@ $21.98 avg price
FMXFomento Economico Mexi F Sponsored Adr
Recent Activity
Exited
0%
$51,823
525 shares@ $98.72 avg price