GeoWealth Management, LLC: COP position timeline
Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of GeoWealth Management, LLC on COP, newest first. How the timeline and the estimate are built.
GeoWealth Management, LLC held 15,888 COP shares at 2026-06-30 per its 13F-HR filed 2026-07-30.
the latest 13F is the newest step
- period ended2026-06-3013F 15,888 sharesChange vs previous 13F +1,099 shares
0.05% of the 13F portfolio, value $1,651,950.
13F-HR 0001593387-26-000006 filed by GeoWealth Management, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2026-03-3113F 14,789 sharesChange vs previous 13F +1,145 shares
0.07% of the 13F portfolio, value $1,952,025.
13F-HR 0001593387-26-000004 filed by GeoWealth Management, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-12-3113F 13,644 sharesChange vs previous 13F +356 shares
0.05% of the 13F portfolio, value $1,277,272.
13F-HR 0001593387-26-000002 filed by GeoWealth Management, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-09-3013F 13,288 sharesChange vs previous 13F +7,886 shares
0.05% of the 13F portfolio, value $1,256,910.
13F-HR 0001593387-25-000007 filed by GeoWealth Management, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-06-3013F 5,402 sharesChange vs previous 13F -271 shares
0.02% of the 13F portfolio, value $484,771.
13F-HR 0001593387-25-000006 filed by GeoWealth Management, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-03-3113F 5,673 sharesChange vs previous 13F -2,891 shares
0.02% of the 13F portfolio, value $595,739.
13F-HR 0001593387-25-000004 filed by GeoWealth Management, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-12-3113F 8,564 sharesChange vs previous 13F +1,367 shares
0.03% of the 13F portfolio, value $849,270.
13F-HR 0001593387-25-000002 filed by GeoWealth Management, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-09-3013F 7,197 sharesChange vs previous 13F not available
0.03% of the 13F portfolio, value $757,701.
13F-HR 0001593387-24-000007 filed by GeoWealth Management, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).