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GeoWealth Management, LLC: EIX position timeline

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

GeoWealth Management, LLC held 21,067 EIX 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 21,067 shares
    Change vs previous 13F -4,847 shares

    0.05% of the 13F portfolio, value $1,568,438.

    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 25,914 shares
    Change vs previous 13F +13,752 shares

    0.07% of the 13F portfolio, value $1,896,308.

    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 12,162 shares
    Change vs previous 13F +8,389 shares

    0.03% of the 13F portfolio, value $729,987.

    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 3,773 shares
    Change vs previous 13F +3,385 shares

    0.01% of the 13F portfolio, value $208,553.

    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 388 shares
    Change vs previous 13F -3,747 shares

    <0.01% of the 13F portfolio, value $20,021.

    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 4,135 shares
    Change vs previous 13F -5,231 shares

    0.01% of the 13F portfolio, value $243,633.

    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 9,366 shares
    Change vs previous 13F -436 shares

    0.02% of the 13F portfolio, value $747,782.

    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 9,802 shares
    Change vs previous 13F not available

    0.03% of the 13F portfolio, value $853,656.

    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).