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GeoWealth Management, LLC: VGIT position timeline

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

GeoWealth Management, LLC held 3,656 VGIT 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 3,656 shares
    Change vs previous 13F -541 shares

    0.01% of the 13F portfolio, value $215,639.

    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 4,197 shares
    Change vs previous 13F +227 shares

    0.01% of the 13F portfolio, value $249,940.

    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 3,970 shares
    Change vs previous 13F -355 shares

    0.01% of the 13F portfolio, value $237,905.

    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 4,325 shares
    Change vs previous 13F -4,403 shares

    0.01% of the 13F portfolio, value $259,655.

    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 8,728 shares
    Change vs previous 13F -16,880 shares

    0.02% of the 13F portfolio, value $522,041.

    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 25,608 shares
    Change vs previous 13F +20,077 shares

    0.06% of the 13F portfolio, value $1,521,101.

    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 5,531 shares
    Change vs previous 13F -15,706 shares

    0.01% of the 13F portfolio, value $320,822.

    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 21,237 shares
    Change vs previous 13F not available

    0.05% of the 13F portfolio, value $1,283,151.

    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).