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GeoWealth Management, LLC: WFC position timeline

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

GeoWealth Management, LLC held 30,558 WFC 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 30,558 shares
    Change vs previous 13F -307 shares

    0.08% of the 13F portfolio, value $2,525,308.

    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 30,865 shares
    Change vs previous 13F -2,950 shares

    0.09% of the 13F portfolio, value $2,457,180.

    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 33,815 shares
    Change vs previous 13F +500 shares

    0.12% of the 13F portfolio, value $3,151,490.

    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 33,315 shares
    Change vs previous 13F +17,199 shares

    0.1% of the 13F portfolio, value $2,792,519.

    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 16,116 shares
    Change vs previous 13F -244 shares

    0.05% of the 13F portfolio, value $1,291,153.

    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 16,360 shares
    Change vs previous 13F -5,949 shares

    0.05% of the 13F portfolio, value $1,174,534.

    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 22,309 shares
    Change vs previous 13F +4,243 shares

    0.05% of the 13F portfolio, value $1,566,980.

    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 18,066 shares
    Change vs previous 13F not available

    0.04% of the 13F portfolio, value $1,020,548.

    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).