Skip to content
Disclosery

GeoWealth Management, LLC: VXF position timeline

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

GeoWealth Management, LLC held 237,457 VXF 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 237,457 shares
    Change vs previous 13F +11,075 shares

    1.84% of the 13F portfolio, value $58,465,144.

    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 226,382 shares
    Change vs previous 13F +5,298 shares

    1.68% of the 13F portfolio, value $46,589,973.

    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 221,084 shares
    Change vs previous 13F +6,171 shares

    1.7% of the 13F portfolio, value $46,233,295.

    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 214,913 shares
    Change vs previous 13F -25,877 shares

    1.64% of the 13F portfolio, value $44,990,320.

    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 240,790 shares
    Change vs previous 13F +43,618 shares

    1.81% of the 13F portfolio, value $46,402,982.

    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 197,172 shares
    Change vs previous 13F +7,403 shares

    1.36% of the 13F portfolio, value $33,964,569.

    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 189,769 shares
    Change vs previous 13F +27,910 shares

    1.18% of the 13F portfolio, value $36,052,300.

    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 161,859 shares
    Change vs previous 13F not available

    1.04% of the 13F portfolio, value $29,458,346.

    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).