GeoWealth Management, LLC: JNK position timeline
Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of GeoWealth Management, LLC on JNK, newest first. How the timeline and the estimate are built.
GeoWealth Management, LLC held 8,733 JNK shares at 2026-06-30 per its 13F-HR filed 2026-07-30.
the latest 13F is the newest step
- period ended2026-06-3013F 8,733 sharesChange vs previous 13F +2,937 shares
0.03% of the 13F portfolio, value $841,706.
13F-HR 0001593387-26-000006 filed by GeoWealth Management, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2026-03-3113F 5,796 sharesChange vs previous 13F +642 shares
0.02% of the 13F portfolio, value $554,808.
13F-HR 0001593387-26-000004 filed by GeoWealth Management, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-12-3113F 5,154 sharesChange vs previous 13F -3,146 shares
0.02% of the 13F portfolio, value $501,050.
13F-HR 0001593387-26-000002 filed by GeoWealth Management, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-09-3013F 8,300 sharesChange vs previous 13F +664 shares
0.03% of the 13F portfolio, value $813,310.
13F-HR 0001593387-25-000007 filed by GeoWealth Management, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-06-3013F 7,636 sharesChange vs previous 13F +2,789 shares
0.03% of the 13F portfolio, value $742,788.
13F-HR 0001593387-25-000006 filed by GeoWealth Management, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-03-3113F 4,847 sharesChange vs previous 13F -67,099 shares
0.02% of the 13F portfolio, value $462,020.
13F-HR 0001593387-25-000004 filed by GeoWealth Management, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-12-3113F 71,946 sharesChange vs previous 13F +38,589 shares
0.22% of the 13F portfolio, value $6,868,726.
13F-HR 0001593387-25-000002 filed by GeoWealth Management, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-09-3013F 33,357 sharesChange vs previous 13F not available
0.12% of the 13F portfolio, value $3,261,952.
13F-HR 0001593387-24-000007 filed by GeoWealth Management, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).