GeoWealth Management, LLC: GCOW position timeline

GeoWealth Management, LLC held 0 GCOW 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 0 shares

   Change vs previous 13F -1,433 shares

   13F-HR 0001593387-26-000006 filed by GeoWealth Management, LLC
   Filed 2026-07-30 (acceptance time not in the bulk data set), ingested 2026-10-06 09:57:27 UTC

   Acceptance time not in the bulk data set (spec §4.2).

   Exited: the 13F for this period no longer lists the position.

2. period ended2026-03-31

   13F 1,433 shares

   Change vs previous 13F -35,268 shares

   <0.01% of the 13F portfolio, value $66,262.

   13F-HR 0001593387-26-000004 filed by GeoWealth Management, LLC
   Filed 2026-05-13 (acceptance time not in the bulk data set), ingested 2026-10-06 09:58:43 UTC

   Acceptance time not in the bulk data set (spec §4.2).

3. period ended2025-12-31

   13F 36,701 shares

   Change vs previous 13F +36,701 shares

   0.06% of the 13F portfolio, value $1,512,815.

   13F-HR 0001593387-26-000002 filed by GeoWealth Management, LLC
   Filed 2026-02-17 (acceptance time not in the bulk data set), ingested 2026-10-07 03:01:36 UTC

   Acceptance time not in the bulk data set (spec §4.2).

4. period ended2025-06-30

   13F 0 shares

   Change vs previous 13F -106,099 shares

   13F-HR 0001593387-25-000006 filed by GeoWealth Management, LLC
   Filed 2025-08-13 (acceptance time not in the bulk data set), ingested 2026-10-07 18:23:11 UTC

   Acceptance time not in the bulk data set (spec §4.2).

   Exited: the 13F for this period no longer lists the position.

5. period ended2025-03-31

   13F 106,099 shares

   Change vs previous 13F not available

   0.16% of the 13F portfolio, value $3,923,541.

   13F-HR 0001593387-25-000004 filed by GeoWealth Management, LLC
   Filed 2025-05-09 (acceptance time not in the bulk data set), ingested 2026-10-07 18:25:06 UTC

   Acceptance time not in the bulk data set (spec §4.2).