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Disclosery

GeoWealth Management, LLC: XLC position timeline

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

GeoWealth Management, LLC held 29,810 XLC 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 29,810 shares
    Change vs previous 13F -5,956 shares

    0.1% of the 13F portfolio, value $3,193,636.

    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 35,766 shares
    Change vs previous 13F +4,799 shares

    0.14% of the 13F portfolio, value $3,964,917.

    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 30,967 shares
    Change vs previous 13F -5,414 shares

    0.13% of the 13F portfolio, value $3,645,432.

    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 36,381 shares
    Change vs previous 13F -4,139 shares

    0.16% of the 13F portfolio, value $4,306,506.

    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 40,520 shares
    Change vs previous 13F +15,920 shares

    0.17% of the 13F portfolio, value $4,397,689.

    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 24,600 shares
    Change vs previous 13F -10,333 shares

    0.1% of the 13F portfolio, value $2,372,736.

    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 34,933 shares
    Change vs previous 13F +19,398 shares

    0.11% of the 13F portfolio, value $3,381,864.

    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 15,535 shares
    Change vs previous 13F not available

    0.05% of the 13F portfolio, value $1,404,316.

    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).