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Disclosery

GeoWealth Management, LLC: FTGC position timeline

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

GeoWealth Management, LLC held 10,980 FTGC 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 10,980 shares
    Change vs previous 13F -1,207 shares

    0.01% of the 13F portfolio, value $297,004.

    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 12,187 shares
    Change vs previous 13F +2,663 shares

    0.01% of the 13F portfolio, value $349,890.

    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 9,524 shares
    Change vs previous 13F -2,568 shares

    0.01% of the 13F portfolio, value $221,236.

    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 12,092 shares
    Change vs previous 13F +293 shares

    0.01% of the 13F portfolio, value $313,202.

    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 11,799 shares
    Change vs previous 13F -539 shares

    0.01% of the 13F portfolio, value $291,085.

    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 12,338 shares
    Change vs previous 13F -4,337 shares

    0.01% of the 13F portfolio, value $314,862.

    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 16,675 shares
    Change vs previous 13F -4,611 shares

    0.01% of the 13F portfolio, value $399,038.

    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 21,286 shares
    Change vs previous 13F not available

    0.02% of the 13F portfolio, value $504,308.

    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).