Skip to content
Disclosery

GeoWealth Management, LLC: GS position timeline

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

GeoWealth Management, LLC held 1,608 GS 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 1,608 shares
    Change vs previous 13F +306 shares

    0.05% of the 13F portfolio, value $1,626,220.

    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 1,302 shares
    Change vs previous 13F -136 shares

    0.04% of the 13F portfolio, value $1,102,808.

    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 1,438 shares
    Change vs previous 13F -13 shares

    0.05% of the 13F portfolio, value $1,264,330.

    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 1,451 shares
    Change vs previous 13F +64 shares

    0.04% of the 13F portfolio, value $1,156,188.

    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 1,387 shares
    Change vs previous 13F -4,955 shares

    0.04% of the 13F portfolio, value $981,943.

    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 6,342 shares
    Change vs previous 13F -190 shares

    0.14% of the 13F portfolio, value $3,464,814.

    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 6,532 shares
    Change vs previous 13F +1,906 shares

    0.12% of the 13F portfolio, value $3,740,333.

    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 4,626 shares
    Change vs previous 13F not available

    0.08% of the 13F portfolio, value $2,290,378.

    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).