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GeoWealth Management, LLC: VOO position timeline

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

GeoWealth Management, LLC held 357,401 VOO 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 357,401 shares
    Change vs previous 13F +21,332 shares

    7.72% of the 13F portfolio, value $245,464,673.

    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 336,069 shares
    Change vs previous 13F +3,295 shares

    7.23% of the 13F portfolio, value $200,815,939.

    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 332,774 shares
    Change vs previous 13F +8,866 shares

    7.69% of the 13F portfolio, value $208,690,551.

    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 323,908 shares
    Change vs previous 13F -34,712 shares

    7.24% of the 13F portfolio, value $198,352,470.

    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 358,620 shares
    Change vs previous 13F +50,007 shares

    7.95% of the 13F portfolio, value $203,704,617.

    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 308,613 shares
    Change vs previous 13F +6,136 shares

    6.37% of the 13F portfolio, value $158,596,896.

    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 302,477 shares
    Change vs previous 13F +49,772 shares

    5.33% of the 13F portfolio, value $162,974,808.

    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 252,705 shares
    Change vs previous 13F not available

    4.71% of the 13F portfolio, value $133,344,386.

    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).