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GeoWealth Management, LLC: CAH position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of GeoWealth Management, LLC on CAH, newest first. How the timeline and the estimate are built.

GeoWealth Management, LLC held 9,381 CAH shares at 2026-06-30 per its 13F-HR filed 2026-07-30.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 9,381 shares
    Change vs previous 13F -508 shares

    0.07% of the 13F portfolio, value $2,228,555.

    13F-HR 0001593387-26-000006 filed by GeoWealth Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  2. period ended2026-03-31
    13F 9,889 shares
    Change vs previous 13F -467 shares

    0.08% of the 13F portfolio, value $2,089,860.

    13F-HR 0001593387-26-000004 filed by GeoWealth Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2025-12-31
    13F 10,356 shares
    Change vs previous 13F +4,488 shares

    0.08% of the 13F portfolio, value $2,128,034.

    13F-HR 0001593387-26-000002 filed by GeoWealth Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  4. period ended2025-09-30
    13F 5,868 shares
    Change vs previous 13F -10,052 shares

    0.03% of the 13F portfolio, value $921,110.

    13F-HR 0001593387-25-000007 filed by GeoWealth Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  5. period ended2025-06-30
    13F 15,920 shares
    Change vs previous 13F +856 shares

    0.1% of the 13F portfolio, value $2,674,560.

    13F-HR 0001593387-25-000006 filed by GeoWealth Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  6. period ended2025-03-31
    13F 15,064 shares
    Change vs previous 13F +10,712 shares

    0.08% of the 13F portfolio, value $2,075,367.

    13F-HR 0001593387-25-000004 filed by GeoWealth Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  7. period ended2024-12-31
    13F 4,352 shares
    Change vs previous 13F -213 shares

    0.02% of the 13F portfolio, value $514,711.

    13F-HR 0001593387-25-000002 filed by GeoWealth Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  8. period ended2024-09-30
    13F 4,565 shares
    Change vs previous 13F not available

    0.02% of the 13F portfolio, value $504,525.

    13F-HR 0001593387-24-000007 filed by GeoWealth Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).