Filer · Institutional
GeoWealth Management,LLC
CIK 0001593387TRACKEDView on SEC.gov ↗
View analyzed profile →PROReported portfolio value · quarterly
Filings on record · 8
Q1 202613F-HR
0001593387-26-000004 · filed 2026-05-13
853
positions
Q4 202513F-HR
0001593387-26-000002 · filed 2026-02-17
0
positions
Q3 202513F-HR
0001593387-25-000007 · filed 2025-11-13
764
positions
Q2 202513F-HR
0001593387-25-000006 · filed 2025-08-13
0
positions
Q1 202513F-HR
0001593387-25-000004 · filed 2025-05-09
1,058
positions
Q4 202413F-HR
0001593387-25-000002 · filed 2025-02-13
1,792
positions
Q3 202413F-HR
0001593387-24-000007 · filed 2024-11-12
1,702
positions
Q2 202413F-HR
0001593387-24-000006 · filed 2024-08-12
0
positions
Source: SEC EDGAR. Raw filings as filed — no editorial layer applied.