GeoWealth Management, LLC: RTX position timeline
Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of GeoWealth Management, LLC on RTX, newest first. How the timeline and the estimate are built.
GeoWealth Management, LLC held 8,068 RTX shares at 2026-06-30 per its 13F-HR filed 2026-07-30.
the latest 13F is the newest step
- period ended2026-06-3013F 8,068 sharesChange vs previous 13F +456 shares
0.05% of the 13F portfolio, value $1,530,627.
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 7,612 sharesChange vs previous 13F +229 shares
0.05% of the 13F portfolio, value $1,468,353.
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 7,383 sharesChange vs previous 13F -6,128 shares
0.05% of the 13F portfolio, value $1,354,143.
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 13,511 sharesChange vs previous 13F +2,140 shares
0.08% of the 13F portfolio, value $2,260,565.
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 11,371 sharesChange vs previous 13F -397 shares
0.06% of the 13F portfolio, value $1,660,462.
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 11,768 sharesChange vs previous 13F +1,164 shares
0.06% of the 13F portfolio, value $1,558,835.
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 10,604 sharesChange vs previous 13F +2,037 shares
0.04% of the 13F portfolio, value $1,227,114.
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 8,567 sharesChange vs previous 13F not available
0.04% of the 13F portfolio, value $1,038,007.
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).