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Disclosery

GeoWealth Management, LLC: XLE position timeline

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

GeoWealth Management, LLC held 40,945 XLE 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 40,945 shares
    Change vs previous 13F +9,527 shares

    0.07% of the 13F portfolio, value $2,174,532.

    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 31,418 shares
    Change vs previous 13F +8,025 shares

    0.07% of the 13F portfolio, value $1,924,642.

    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 23,393 shares
    Change vs previous 13F +13,830 shares

    0.04% of the 13F portfolio, value $1,045,782.

    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 9,563 shares
    Change vs previous 13F +2,144 shares

    0.03% of the 13F portfolio, value $854,319.

    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 7,419 shares
    Change vs previous 13F -19,034 shares

    0.02% of the 13F portfolio, value $629,189.

    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 26,453 shares
    Change vs previous 13F -3,246 shares

    0.1% of the 13F portfolio, value $2,472,003.

    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 29,699 shares
    Change vs previous 13F +5,882 shares

    0.08% of the 13F portfolio, value $2,543,956.

    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 23,817 shares
    Change vs previous 13F not available

    0.07% of the 13F portfolio, value $2,091,125.

    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).