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GeoWealth Management, LLC: SECT position timeline

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

GeoWealth Management, LLC held 613,483 SECT 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 613,483 shares
    Change vs previous 13F +74,954 shares

    1.39% of the 13F portfolio, value $44,207,614.

    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 538,529 shares
    Change vs previous 13F +27,089 shares

    1.17% of the 13F portfolio, value $32,521,744.

    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 511,440 shares
    Change vs previous 13F -17,338 shares

    1.22% of the 13F portfolio, value $33,003,219.

    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 528,778 shares
    Change vs previous 13F +16,116 shares

    1.22% of the 13F portfolio, value $33,323,575.

    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 512,662 shares
    Change vs previous 13F +111,746 shares

    1.16% of the 13F portfolio, value $29,770,256.

    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 400,916 shares
    Change vs previous 13F +9,554 shares

    0.82% of the 13F portfolio, value $20,470,744.

    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 391,362 shares
    Change vs previous 13F -50,770 shares

    0.7% of the 13F portfolio, value $21,509,254.

    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 442,132 shares
    Change vs previous 13F not available

    0.84% of the 13F portfolio, value $23,773,435.

    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).