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GeoWealth Management, LLC: XLY position timeline

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

GeoWealth Management, LLC held 36,826 XLY 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 36,826 shares
    Change vs previous 13F +2,958 shares

    0.14% of the 13F portfolio, value $4,319,193.

    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 33,868 shares
    Change vs previous 13F +12,617 shares

    0.13% of the 13F portfolio, value $3,690,587.

    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 21,251 shares
    Change vs previous 13F +3,936 shares

    0.09% of the 13F portfolio, value $2,537,641.

    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 17,315 shares
    Change vs previous 13F +553 shares

    0.15% of the 13F portfolio, value $4,149,391.

    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 16,762 shares
    Change vs previous 13F +1,206 shares

    0.14% of the 13F portfolio, value $3,642,826.

    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 15,556 shares
    Change vs previous 13F +145 shares

    0.12% of the 13F portfolio, value $3,071,459.

    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 15,411 shares
    Change vs previous 13F +714 shares

    0.11% of the 13F portfolio, value $3,457,521.

    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 14,697 shares
    Change vs previous 13F not available

    0.1% of the 13F portfolio, value $2,944,912.

    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).