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GeoWealth Management, LLC: GEM position timeline

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

GeoWealth Management, LLC held 1,024 GEM 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 1,024 shares
    Change vs previous 13F -63,776 shares

    <0.01% of the 13F portfolio, value $53,257.

    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 64,800 shares
    Change vs previous 13F +1,307 shares

    0.1% of the 13F portfolio, value $2,799,423.

    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 63,493 shares
    Change vs previous 13F +5,159 shares

    0.1% of the 13F portfolio, value $2,642,657.

    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 58,334 shares
    Change vs previous 13F -4,228 shares

    0.09% of the 13F portfolio, value $2,376,055.

    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 62,562 shares
    Change vs previous 13F -2,875 shares

    0.09% of the 13F portfolio, value $2,328,041.

    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 65,437 shares
    Change vs previous 13F -15,527 shares

    0.09% of the 13F portfolio, value $2,171,293.

    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 80,964 shares
    Change vs previous 13F -15,268 shares

    0.08% of the 13F portfolio, value $2,584,441.

    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 96,232 shares
    Change vs previous 13F not available

    0.12% of the 13F portfolio, value $3,378,758.

    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).