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GeoWealth Management, LLC: ESGE position timeline

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

GeoWealth Management, LLC held 66,693 ESGE 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 66,693 shares
    Change vs previous 13F -10,585 shares

    0.11% of the 13F portfolio, value $3,647,408.

    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 77,278 shares
    Change vs previous 13F -9,430 shares

    0.13% of the 13F portfolio, value $3,513,852.

    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 86,708 shares
    Change vs previous 13F -4,051 shares

    0.14% of the 13F portfolio, value $3,829,917.

    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 90,759 shares
    Change vs previous 13F -1,159 shares

    0.14% of the 13F portfolio, value $3,940,734.

    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 91,918 shares
    Change vs previous 13F -127 shares

    0.14% of the 13F portfolio, value $3,600,409.

    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 92,045 shares
    Change vs previous 13F -9,921 shares

    0.13% of the 13F portfolio, value $3,216,966.

    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 101,966 shares
    Change vs previous 13F -13,042 shares

    0.11% of the 13F portfolio, value $3,404,639.

    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 115,008 shares
    Change vs previous 13F not available

    0.15% of the 13F portfolio, value $4,187,427.

    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).