| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| No holdings reported for quarter Q2 2015 | ||||||||
Top long-term holdings
| Name | Quarters owned | Latest quarter owned | Max weighting |
|---|---|---|---|
| JP MORGAN EXCHANGE TRADED FD | 21 | Q2 2024 | 4.9% |
| JP MORGAN EXCHANGE TRADED FD | 21 | Q2 2024 | 3.2% |
| JPUS | 21 | Q2 2024 | 5.8% |
| SPY | 21 | Q2 2024 | 4.2% |
| APPLE INC | 21 | Q2 2024 | 5.1% |
| SPSM | 21 | Q2 2024 | 1.6% |
| PFF | 21 | Q2 2024 | 1.1% |
| QQQ | 20 | Q2 2024 | 3.3% |
| ISHARES TR | 20 | Q2 2024 | 1.6% |
| SPLG | 20 | Q2 2024 | 2.1% |
View GeoWealth Management, LLC's complete holdings history.
Latest filings
| Type | Filed |
|---|---|
| 13F-HR | 2024-08-12 |
| N-PX | 2024-07-08 |
| 13F-HR/A | 2024-05-15 |
| 13F-HR | 2024-05-15 |
| 13F-HR | 2024-02-13 |
| 13F-HR | 2023-11-13 |
| 13F-HR/A | 2023-08-10 |
| 13F-HR | 2023-08-10 |
| 13F-HR | 2023-05-12 |
| 13F-HR | 2023-02-13 |
View GeoWealth Management, LLC's complete filings history.
All filings
- Holdings (13F-HR)
- Significant ownership (13-D/G)
- Insider transactions (4, 5, 6)
- Events (8-K)
- Shareholder votes (proxy)
View complete filings history.