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GeoWealth Management, LLC: XLU position timeline

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

GeoWealth Management, LLC held 24,350 XLU 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 24,350 shares
    Change vs previous 13F -10,145 shares

    0.03% of the 13F portfolio, value $1,104,030.

    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 34,495 shares
    Change vs previous 13F +9,695 shares

    0.06% of the 13F portfolio, value $1,582,959.

    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 24,800 shares
    Change vs previous 13F +9,980 shares

    0.04% of the 13F portfolio, value $1,058,658.

    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 14,820 shares
    Change vs previous 13F +3,587 shares

    0.05% of the 13F portfolio, value $1,292,467.

    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 11,233 shares
    Change vs previous 13F -10,197 shares

    0.04% of the 13F portfolio, value $917,279.

    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 21,430 shares
    Change vs previous 13F +4,388 shares

    0.07% of the 13F portfolio, value $1,689,719.

    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 17,042 shares
    Change vs previous 13F +1,726 shares

    0.04% of the 13F portfolio, value $1,289,932.

    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 15,316 shares
    Change vs previous 13F not available

    0.04% of the 13F portfolio, value $1,237,223.

    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).