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GeoWealth Management, LLC: QQQM position timeline

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

GeoWealth Management, LLC held 17,197 QQQM 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 17,197 shares
    Change vs previous 13F +9,154 shares

    0.16% of the 13F portfolio, value $5,210,175.

    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 8,043 shares
    Change vs previous 13F -15,686 shares

    0.07% of the 13F portfolio, value $1,911,179.

    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 23,729 shares
    Change vs previous 13F -15,778 shares

    0.22% of the 13F portfolio, value $6,001,277.

    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 39,507 shares
    Change vs previous 13F +3,181 shares

    0.36% of the 13F portfolio, value $9,763,301.

    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 36,326 shares
    Change vs previous 13F +31,662 shares

    0.32% of the 13F portfolio, value $8,249,753.

    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 4,664 shares
    Change vs previous 13F -1,435 shares

    0.04% of the 13F portfolio, value $900,339.

    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 6,099 shares
    Change vs previous 13F +2,517 shares

    0.04% of the 13F portfolio, value $1,283,550.

    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 3,582 shares
    Change vs previous 13F not available

    0.03% of the 13F portfolio, value $719,464.

    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).