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GeoWealth Management, LLC: NVDA position timeline

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

GeoWealth Management, LLC held 154,112 NVDA 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 154,112 shares
    Change vs previous 13F -5,154 shares

    0.97% of the 13F portfolio, value $30,837,308.

    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 159,266 shares
    Change vs previous 13F +13,941 shares

    1% of the 13F portfolio, value $27,776,194.

    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 145,325 shares
    Change vs previous 13F -11,023 shares

    1% of the 13F portfolio, value $27,103,208.

    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 156,348 shares
    Change vs previous 13F +3,926 shares

    1.06% of the 13F portfolio, value $29,171,561.

    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 152,422 shares
    Change vs previous 13F +11,780 shares

    0.94% of the 13F portfolio, value $24,081,198.

    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 140,642 shares
    Change vs previous 13F -54,693 shares

    0.61% of the 13F portfolio, value $15,242,804.

    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 195,335 shares
    Change vs previous 13F +1,400 shares

    0.86% of the 13F portfolio, value $26,231,566.

    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 193,935 shares
    Change vs previous 13F not available

    0.83% of the 13F portfolio, value $23,551,528.

    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).