GeoWealth Management, LLC historic quarter change: Foreign Preferred Shares, New
In preferred shares (depositary receipts and foreign shares traded over the counter), over 10 quarters from 2023-12-31 to 2026-06-30, GeoWealth Management, LLC opened 3 positions, added to 5, reduced 4 and sold out of 3.
- Q1 2026: Stock BBD; Country of operation —; Class SP ADR PFD NEW; Shares before 0.
- Q2 2025: Stock ITUB; Country of operation —; Class SPON ADR REP PFD; Shares before 0.
- Q3 2024: Stock GGB; Country of operation —; Class SPON ADR REP PFD; Shares before 0.
Each consecutive pair of Form 13F-HR filings compared (SEC CIK 1593387), 10 quarters: Q2 2026 (2026-03-31 to 2026-06-30, filed 2026-07-30); Q1 2026 (2025-12-31 to 2026-03-31, filed 2026-05-13); Q4 2025 (2025-09-30 to 2025-12-31, filed 2026-02-17); Q3 2025 (2025-06-30 to 2025-09-30, filed 2025-11-13); Q2 2025 (2025-03-31 to 2025-06-30, filed 2025-08-13); Q1 2025 (2024-12-31 to 2025-03-31, filed 2025-05-09); Q4 2024 (2024-09-30 to 2024-12-31, filed 2025-02-13); Q3 2024 (2024-06-30 to 2024-09-30, filed 2024-11-12); Q2 2024 (2024-03-31 to 2024-06-30, filed 2024-08-12); Q1 2024 (2023-12-31 to 2024-03-31, filed 2024-05-15). Rows for the same security, class and put/call are added together. Value change is the filed value at each quarter end, so it includes the price move. Only the filings held here are compared; the firm's 13F-HR filings go back to the quarter ended 2019-06-30.
Similar Firms
| Firm Name | Country | 13F Value | Holdings |
|---|---|---|---|
| EAGLE GLOBAL ADVISORS LLC | United States | $2.775B | 276 |
| ZWJ INVESTMENT COUNSEL INC | United States | $2.774B | 241 |
| HENNESSY ADVISORS INC | United States | $2.769B | 278 |
| Smartleaf Asset Management LLC | United States | $2.769B | 3,510 |
| Leonard Green & Partners, L.P. | United States | $2.768B | 6 |
| TOKIO MARINE ASSET MANAGEMENT CO LTD | Japan | $2.786B | 512 |
| Focus Financial Network, Inc. | United States | $2.789B | 729 |
| Nan Shan Life Insurance Co., Ltd. | Taiwan | $2.762B | 87 |
| Johnson Financial Group, Inc. | United States | $2.762B | 1,301 |
| MAPLELANE CAPITAL, LLC | United States | $2.792B | 190 |