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GeoWealth Management, LLC: XLK position timeline

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

GeoWealth Management, LLC held 99,509 XLK 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 99,509 shares
    Change vs previous 13F -3,983 shares

    0.6% of the 13F portfolio, value $18,958,204.

    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 103,492 shares
    Change vs previous 13F +17,907 shares

    0.5% of the 13F portfolio, value $13,753,996.

    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 85,585 shares
    Change vs previous 13F +33,664 shares

    0.45% of the 13F portfolio, value $12,321,569.

    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 51,921 shares
    Change vs previous 13F -136 shares

    0.53% of the 13F portfolio, value $14,634,577.

    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 52,057 shares
    Change vs previous 13F +25,335 shares

    0.51% of the 13F portfolio, value $13,182,354.

    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 26,722 shares
    Change vs previous 13F -8,372 shares

    0.22% of the 13F portfolio, value $5,517,557.

    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 35,094 shares
    Change vs previous 13F +12,158 shares

    0.27% of the 13F portfolio, value $8,160,058.

    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 22,936 shares
    Change vs previous 13F not available

    0.18% of the 13F portfolio, value $5,177,854.

    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).