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Disclosery

GeoWealth Management, LLC: FTGS position timeline

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

GeoWealth Management, LLC held 10,214 FTGS 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 10,214 shares
    Change vs previous 13F +603 shares

    0.01% of the 13F portfolio, value $377,924.

    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 9,611 shares
    Change vs previous 13F -1,346 shares

    0.01% of the 13F portfolio, value $327,208.

    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 10,957 shares
    Change vs previous 13F +75 shares

    0.01% of the 13F portfolio, value $387,336.

    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 10,882 shares
    Change vs previous 13F -372 shares

    0.01% of the 13F portfolio, value $390,787.

    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 11,254 shares
    Change vs previous 13F +1,052 shares

    0.02% of the 13F portfolio, value $384,775.

    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 10,202 shares
    Change vs previous 13F -3,031 shares

    0.01% of the 13F portfolio, value $303,510.

    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 13,233 shares
    Change vs previous 13F -14,825 shares

    0.01% of the 13F portfolio, value $415,517.

    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 28,058 shares
    Change vs previous 13F not available

    0.03% of the 13F portfolio, value $875,992.

    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).