GeoWealth Management, LLC quarter change: USA Funds, Sold out
In funds and trusts that are not on this site's ETF list (sponsor series, commodity pools, money market) (listed in the US), from the quarter ended 2026-03-31 to 2026-06-30, GeoWealth Management, LLC opened 0 positions, added to 0, reduced 0, sold out of 0 and left 0 unchanged.
Two Form 13F-HR filings compared (SEC CIK 1593387): 2026-03-31 (filed 2026-05-13) and 2026-06-30 (filed 2026-07-30). 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; share change is the position change.
No position of this class changed this way between the two filings.
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 |