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GeoWealth Management, LLC: JGRO position timeline

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

GeoWealth Management, LLC held 3,273 JGRO 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 3,273 shares
    Change vs previous 13F -1,534 shares

    0.01% of the 13F portfolio, value $322,659.

    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 4,807 shares
    Change vs previous 13F -1,090 shares

    0.01% of the 13F portfolio, value $406,264.

    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 5,897 shares
    Change vs previous 13F +154 shares

    0.02% of the 13F portfolio, value $547,217.

    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 5,743 shares
    Change vs previous 13F -1,440 shares

    0.02% of the 13F portfolio, value $538,449.

    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 7,183 shares
    Change vs previous 13F +1,786 shares

    0.02% of the 13F portfolio, value $618,280.

    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 5,397 shares
    Change vs previous 13F +1,035 shares

    0.02% of the 13F portfolio, value $398,259.

    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 4,362 shares
    Change vs previous 13F -1,154 shares

    0.01% of the 13F portfolio, value $353,456.

    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 5,516 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $424,050.

    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).