Skip to content
Disclosery

GeoWealth Management, LLC: GSIE position timeline

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

GeoWealth Management, LLC held 129,617 GSIE 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 129,617 shares
    Change vs previous 13F +4,748 shares

    0.19% of the 13F portfolio, value $5,923,469.

    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 124,869 shares
    Change vs previous 13F +3,535 shares

    0.19% of the 13F portfolio, value $5,385,600.

    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 121,334 shares
    Change vs previous 13F +10,188 shares

    0.19% of the 13F portfolio, value $5,210,073.

    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 111,146 shares
    Change vs previous 13F -4,251 shares

    0.17% of the 13F portfolio, value $4,569,226.

    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 115,397 shares
    Change vs previous 13F -10,380 shares

    0.18% of the 13F portfolio, value $4,576,634.

    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 125,777 shares
    Change vs previous 13F -29,500 shares

    0.18% of the 13F portfolio, value $4,483,946.

    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 155,277 shares
    Change vs previous 13F -28,620 shares

    0.17% of the 13F portfolio, value $5,176,911.

    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 183,897 shares
    Change vs previous 13F not available

    0.23% of the 13F portfolio, value $6,651,509.

    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).