Skip to content
Disclosery

GeoWealth Management, LLC: VGSH position timeline

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

GeoWealth Management, LLC held 91,701 VGSH 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 91,701 shares
    Change vs previous 13F +16,071 shares

    0.17% of the 13F portfolio, value $5,336,967.

    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 75,630 shares
    Change vs previous 13F +33,858 shares

    0.16% of the 13F portfolio, value $4,427,484.

    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 41,772 shares
    Change vs previous 13F +21,272 shares

    0.09% of the 13F portfolio, value $2,453,366.

    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 20,500 shares
    Change vs previous 13F +15,519 shares

    0.04% of the 13F portfolio, value $1,206,524.

    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 4,981 shares
    Change vs previous 13F +2,139 shares

    0.01% of the 13F portfolio, value $292,797.

    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 2,842 shares
    Change vs previous 13F -1,072 shares

    0.01% of the 13F portfolio, value $166,795.

    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 3,914 shares
    Change vs previous 13F -407 shares

    0.01% of the 13F portfolio, value $227,712.

    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 4,321 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $255,018.

    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).