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Disclosery

GeoWealth Management, LLC: GTO position timeline

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

GeoWealth Management, LLC held 7,531 GTO 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 7,531 shares
    Change vs previous 13F +1,933 shares

    0.01% of the 13F portfolio, value $352,989.

    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 5,598 shares
    Change vs previous 13F -737 shares

    0.01% of the 13F portfolio, value $262,140.

    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 6,335 shares
    Change vs previous 13F -20,050 shares

    0.01% of the 13F portfolio, value $300,422.

    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 26,385 shares
    Change vs previous 13F -2,291 shares

    0.05% of the 13F portfolio, value $1,253,552.

    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 28,676 shares
    Change vs previous 13F -3,818 shares

    0.05% of the 13F portfolio, value $1,344,600.

    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 32,494 shares
    Change vs previous 13F -549,719 shares

    0.06% of the 13F portfolio, value $1,524,932.

    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 582,213 shares
    Change vs previous 13F -160,769 shares

    0.88% of the 13F portfolio, value $27,014,715.

    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 742,982 shares
    Change vs previous 13F not available

    1.27% of the 13F portfolio, value $35,886,045.

    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).