GeoWealth Management, LLC
13F Portfolio Filings
- Most recent 13FQ4 2024
- Locationchicago, IL
- CIK0001593387
- All SEC filings
Quater | Holdings | VALUE | Top Holdings | Form Type | Date Filed | Filing Id | |
|---|---|---|---|---|---|---|---|
1,792 | $3.06B | IUSB, DFAC, VOO, VV | 13F-HR | Feb 13, 2025 | 000159338725000002 | ||
1,702 | $2.83B | IUSB, VOO, VV, SPDW | 13F-HR | Nov 12, 2024 | 000159338724000007 | ||
862 | $2.30B | IUSB, VOO, VV, DFAC | 13F-HR | Aug 12, 2024 | 000159338724000006 | ||
849 | $2.59B | IUSB, VOO, VV, DFAC | RESTATEMENT | May 15, 2024 | 000159338724000004 | ||
677 | $1.21M | TDSC, KRE, GTO, CLSM | 13F-HR | Feb 13, 2024 | 000159338724000002 | ||
485 | $882.00K | KRE, TDSC, GTO, CLSM | 13F-HR | Nov 13, 2023 | 000159338723000006 | ||
442 | $926.00K | KRE, TDSC, CLSM, GTO | RESTATEMENT | Aug 10, 2023 | 000159338723000005 | ||
393 | $856.00K | KRE, TDSC, CLSA, BOND | 13F-HR | May 12, 2023 | 000159338723000003 | ||
359 | $946.00K | KRE, TDSC, CLSA, BOND | 13F-HR | Feb 13, 2023 | 000159338723000002 | ||
343 | $915.98M | KRE, TDSC, CLSC, TDSD | 13F-HR | Nov 14, 2022 | 000159338722000005 | ||
331 | $746.67M | TDSC, CLSC, TDSD, BOND | 13F-HR | Aug 12, 2022 | 000159338722000004 | ||
393 | $1.14B | TDSC, TDSD, CLSA, TDSB | 13F-HR | May 13, 2022 | 000159338722000003 | ||
374 | $1.23B | TDSC, CLSA, TDSD, TDSE | 13F-HR | Feb 14, 2022 | 000159338722000002 | ||
391 | $1.21B | TDSC, SCHD, TDSD, VUG | 13F-HR | Nov 12, 2021 | 000159338721000006 | ||
271 | $790.84M | TDSC, TDSD, TDSB, TDSE | 13F-HR | Aug 17, 2021 | 000159338721000005 | ||
204 | $641.21M | TDSC, TDSD, TDSB, TDSE | 13F-HR | May 13, 2021 | 000159338721000004 | ||
208 | $623.55M | TDSC, TDSB, TDSD, BOND | 13F-HR | Feb 12, 2021 | 000159338721000003 | ||
157 | $330.76M | BOND, UUP, NDQ, JPIN | 13F-HR | Nov 13, 2020 | 000159338720000005 | ||
150 | $241.91M | LQD, BOND, JAGG, IGSB | 13F-HR | Aug 14, 2020 | 000159338720000004 | ||
91 | $141.51M | JAGG, ITOT, NEAR, VOO | 13F-HR | May 13, 2020 | 000159338720000003 | ||
100 | $185.96M | JAGG, ITOT, NEAR, JPIN | 13F-HR | Feb 13, 2020 | 000159338720000001 | ||
213 | $444.55M | JAGG, JPUS, JPIN, VTV | 13F-HR | Nov 14, 2019 | 000159338719000006 | ||
46 | $38.09M | CME, JAGG, JPUS, AAPL | 13F-HR | Aug 13, 2019 | 000159338719000002 |