Skip to content
Disclosery

GeoWealth Management, LLC: FE position timeline

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

GeoWealth Management, LLC held 8,043 FE 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 8,043 shares
    Change vs previous 13F +575 shares

    0.01% of the 13F portfolio, value $382,370.

    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 7,468 shares
    Change vs previous 13F +3,716 shares

    0.01% of the 13F portfolio, value $378,332.

    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 3,752 shares
    Change vs previous 13F -2,741 shares

    0.01% of the 13F portfolio, value $167,976.

    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 6,493 shares
    Change vs previous 13F +179 shares

    0.01% of the 13F portfolio, value $297,508.

    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 6,314 shares
    Change vs previous 13F +1,583 shares

    0.01% of the 13F portfolio, value $254,201.

    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 4,731 shares
    Change vs previous 13F -565 shares

    0.01% of the 13F portfolio, value $191,213.

    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 5,296 shares
    Change vs previous 13F +19 shares

    0.01% of the 13F portfolio, value $210,685.

    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 5,277 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $234,034.

    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).