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GeoWealth Management, LLC: MGC position timeline

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

GeoWealth Management, LLC held 6,496 MGC 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 6,496 shares
    Change vs previous 13F -68 shares

    0.06% of the 13F portfolio, value $1,777,514.

    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 6,564 shares
    Change vs previous 13F -947 shares

    0.06% of the 13F portfolio, value $1,551,338.

    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 7,511 shares
    Change vs previous 13F -4,378 shares

    0.07% of the 13F portfolio, value $1,886,529.

    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 11,889 shares
    Change vs previous 13F -2,986 shares

    0.11% of the 13F portfolio, value $2,901,960.

    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 14,875 shares
    Change vs previous 13F +5,507 shares

    0.13% of the 13F portfolio, value $3,345,745.

    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 9,368 shares
    Change vs previous 13F -76,316 shares

    0.08% of the 13F portfolio, value $1,886,487.

    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 85,684 shares
    Change vs previous 13F -2,663 shares

    0.6% of the 13F portfolio, value $18,221,525.

    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 88,347 shares
    Change vs previous 13F not available

    0.64% of the 13F portfolio, value $18,256,146.

    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).