Geller Advisors LLC
- SEC CIK
- 0001354739
- Latest filing
- Feb 14, 2025
TFC holding history
Truist Financial Corp in every 13F filed by Geller Advisors LLC, including the quarters it was sold out or no filing was made. Changes compare share counts with the previous calendar quarter.
TFC overviewAll 13F holders of TFCFull Q4 2024 holdings
- Shares (Q4 2024)
- 6,553
- Value
- $284.3K
- % of portfolio
- <0.1%
- Quarters held
- 10
- Since Q3 2021
| Quarter | Shares | Value | % of portfolio | Share change | Action | All holders |
|---|---|---|---|---|---|---|
| Q4 2024 | 6,553 | $284.3K | <0.1% | +156+2.4% | Added | Holders |
| Q3 2024 | 6,397 | $273.6K | <0.1% | −424−6.2% | Reduced | Holders |
| Q2 2024 | 6,821 | $265.0K | <0.1% | +187+2.8% | Added | Holders |
| Q1 2024 | 6,634 | $258.6K | <0.1% | +14+0.2% | Added | Holders |
| Q4 2023 | 6,620 | $244.4K | <0.1% | −689−9.4% | Reduced | Holders |
| Q3 2023 | 7,309 | $209.1K | <0.1% | −309−4.1% | Reduced | Holders |
| Q2 2023 | 7,618 | $231.2K | <0.1% | +7,618 | New | Holders |
| Q2 2022 | 0 | $0 | 0.0% | −3,771−100.0% | Sold out | Holders |
| Q1 2022 | 3,771 | $214.0K | <0.1% | −66−1.7% | Reduced | Holders |
| Q4 2021 | 3,837 | $225.0K | <0.1% | −10.0% | Reduced | Holders |
| Q3 2021 | 3,838 | $225.0K | <0.1% | +3,838 | New | Holders |