Q4 2025 · 13F-HR
GeoWealth Management, LLCholdings as filed
Filed 2026-02-17 · accession 0001593387-26-000002
$0
Reported value
0
Positions
2025-12-31
Period end
The Brief · GeoWealth Management, LLC · Q4 2025
AI · grounded in 13F
GeoWealth Management, LLC closed its position in IUSB, reducing its holdings by $214.1M. The fund also exited positions in VOO and DFAC, representing reductions of $198.4M and $182.4M respectively. In total, the fund reduced 764 positions during the period.
Holdings as filed
No holdings rows on file.
Source: SEC EDGAR · raw 13F holdings as filed. The Class column shows the option type when reported (Put/Call) or Common when the issuer's equity is held directly. 13F discloses long positions only.