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GeoWealth Management

Latest statistics and disclosures from GeoWealth Management's latest quarterly 13F-HR filing:

Top 5 stock holdings are VOO, DFAC, VTI, VTEB, SPDW, and represent 47.45% of GeoWealth Management's stock portfolio.
Added to shares of these 10 stocks: VOO (+$107B), DFAC (+$91B), VTEB (+$74B), VTI (+$73B), IUSB (+$60B), SPDW (+$54B), VXUS (+$50B), DFNM (+$45B), DFAX (+$38B), VXF (+$25B).
Started 423 new stock positions in AAA, IYY, CHKP, BIIB, APP, KBH, HYD, ALL, FIIG, ICE.
Reduced shares in these 10 stocks: BIL (-$72B), SPY (-$18B), XLE (-$9.8B), IVV (-$9.2B), VGSH (-$7.9B), SHY (-$7.2B), VUG (-$7.0B), IEI (-$6.1B), QQQ (-$4.5B), IEFA (-$3.9B).
Sold out of its positions in ALB, FDG, DEI, ETSY, ES, Exchange Listed Fds Tr, Exchange Listed Fds Tr, Exchange Listed Fds Tr, Exchange Listed Fds Tr, Exchange Listed Fds Tr.
GeoWealth Management was a net buyer of stock by $657B.
GeoWealth Management has $861B in assets under management (AUM), dropping by 97557.90%.
Central Index Key (CIK): 0001593387

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Portfolio Holdings for GeoWealth Management

GeoWealth Management holds 849 positions in its portfolio as reported in the March 2024 quarterly 13F filing

GeoWealth Management has 849 total positions. Only the first 250 positions are shown.

Sign up to view all of the GeoWealth Management March 31, 2024 positions
Download the GeoWealth Management March 2024 csv data

Company (Ticker)	Portfolio Weight	Valued At	Change in Shares	Share Count	Share Price
Vanguard Index Fds S&p 500 Etf Shs (VOO)	12.6	$108B	+12385%	225k	480688.20	View chart
Dimensional Etf Trust Us Core Equity 2 (DFAC)	10.6	$91B	NEW	2.9M	31950.00	View chart
Vanguard Index Fds Total Stk Mkt (VTI)	8.6	$74B	+23560%	284k	259900.98	View chart
Vanguard Mun Bd Fds Tax Exempt Bd (VTEB)	8.5	$74B	NEW	1.5M	50599.93	View chart
Spdr Index Shs Fds Portfolio Devlpd (SPDW)	7.2	$62B	+681%	1.7M	35840.00	View chart
Ishares Tr Core Total Usd (IUSB)	7.0	$61B	+10837%	1.3M	45590.05	View chart
Vanguard Star Fds Vg Tl Intl Stk F (VXUS)	5.8	$50B	NEW	832k	60299.97	View chart
Dimensional Etf Trust Natl Mun Bd Etf (DFNM)	5.2	$45B	NEW	932k	48089.97	View chart
Dimensional Etf Trust World Ex Us Core (DFAX)	4.4	$38B	NEW	1.5M	25440.00	View chart
Vanguard Index Fds Extend Mkt Etf (VXF)	2.9	$25B	NEW	144k	175274.32	View chart
Vanguard Charlotte Fds Total Int Bd Etf (BNDX)	2.6	$23B	+149138%	458k	49189.49	View chart
Goldman Sachs Etf Tr Activebeta Us Lg (GSLC)	2.4	$21B	+241%	201k	103790.91	View chart
Ishares Tr Core Intl Aggr (IAGG)	2.3	$20B	+275%	395k	49949.98	View chart
Spdr Index Shs Fds Portfolio Emg Mk (SPEM)	2.3	$20B	+172%	542k	36189.78	View chart
Dimensional Etf Trust Intl Core Equity (DFIC)	2.1	$18B	NEW	681k	26750.05	View chart
Ishares Tr Esg Msci Leadr (SUSL)	2.0	$17B	+6714%	179k	93849.96	View chart
Ishares Tr Esg Aw Msci Eafe (ESGD)	1.1	$9.2B	+10194%	115k	79910.02	View chart
Goldman Sachs Etf Tr Activebeta Int (GSIE)	1.0	$8.9B	NEW	259k	34290.10	View chart
Vanguard Index Fds Sm Cp Val Etf (VBR)	0.9	$7.8B	NEW	41k	191886.58	View chart
Ishares Tr Core Msci Total (IXUS)	0.9	$7.8B	NEW	115k	67860.73	View chart
Vanguard Intl Equity Index F Tt Wrld St Etf (VT)	0.9	$7.6B	+11142%	69k	110502.68	View chart
Dimensional Etf Trust Core Fixed Incom (DFCF)	0.8	$7.0B	NEW	168k	41950.54	View chart
Ishares Tr Us Sml Cap Eqt (SMLF)	0.7	$6.3B	+2899%	99k	63579.54	View chart
Ishares Tr Aggres Alloc Etf (AOA)	0.7	$5.7B	NEW	78k	73460.17	View chart
Ishares Tr Core S&p Ttl Stk (ITOT)	0.7	$5.7B	+1728%	49k	115298.04	View chart
American Centy Etf Tr Intl Smcp Vlu (AVDV)	0.6	$4.9B	NEW	75k	65860.49	View chart
J P Morgan Exchange Traded F Sustainable Muni (JMSI)	0.5	$4.7B	NEW	93k	50390.21	View chart
Ishares Tr Esg Adv Ttl Usd (EUSB)	0.5	$4.5B	NEW	106k	42829.47	View chart
American Centy Etf Tr Avantis Emgmkt (AVEM)	0.5	$4.3B	NEW	75k	57960.25	View chart
Goldman Sachs Etf Tr Activebeta Eme (GEM)	0.5	$4.2B	+242041%	136k	31340.35	View chart
Nushares Etf Tr Nuveen Esg Smlcp (NUSC)	0.4	$3.7B	NEW	89k	41589.84	View chart
Ishares Tr Grwt Allocat Etf (AOR)	0.4	$3.6B	+67451%	64k	55671.83	View chart
Ishares Esg Awr Msci Em (ESGE)	0.4	$3.3B	NEW	104k	32230.09	View chart
J P Morgan Exchange Traded F Short Dura Core (JSCP)	0.2	$1.7B	NEW	36k	46530.24	View chart
Spdr Ser Tr Portfolio Short (SPSB)	0.2	$1.7B	-22%	57k	29770.19	View chart
American Centy Etf Tr Real Estate Etf (AVRE)	0.2	$1.5B	NEW	36k	42279.45	View chart
Ishares Tr Russell 3000 Etf (IWV)	0.2	$1.4B	NEW	4.7k	300079.91	View chart
J P Morgan Exchange Traded F Ultra Shrt Inc (JPST)	0.1	$1.1B	-65%	22k	50449.77	View chart
Invesco Qqq Tr Unit Ser 1 (QQQ)	0.1	$607M	-88%	1.4k	444010.25	View chart
Abrdn Gold Etf Trust Physcl Gold Shs (SGOL)	0.1	$537M	NEW	25k	21239.99	View chart
Vanguard Scottsdale Fds Long Term Treas (VGLT)	0.1	$478M	NEW	8.1k	59241.64	View chart
Ishares Tr 0-3 Mnth Treasry (SGOV)	0.1	$472M	-58%	4.7k	100710.03	View chart
Ishares Msci World Etf (URTH)	0.1	$467M	NEW	3.2k	144909.94	View chart
Ishares Tr Modert Alloc Etf (AOM)	0.1	$445M	NEW	10k	42775.74	View chart
Janus Detroit Str Tr Hendrson Aaa Cl (JAAA)	0.0	$424M	-7%	8.4k	50743.29	View chart
Vanguard Malvern Fds Strm Infproidx (VTIP)	0.0	$424M	NEW	8.9k	47889.74	View chart
Spdr Ser Tr Portfolio S&p500 (SPLG)	0.0	$397M	-54%	6.5k	61530.11	View chart
Ishares Tr Esg Awr Msci Usa (ESGU)	0.0	$255M	+2%	2.2k	114969.30	View chart
Vanguard World Inf Tech Etf (VGT)	0.0	$242M	NEW	461.00	524340.56	View chart
Ea Series Trust Freedom 100 Em (FRDM)	0.0	$241M	NEW	7.1k	33728.56	View chart
Vanguard Index Fds Value Etf (VTV)	0.0	$227M	NEW	1.4k	162859.91	View chart
Vanguard Scottsdale Fds Short Term Treas (VGSH)	0.0	$224M	-97%	3.9k	58068.23	View chart
Sprott Physical Gold & Silve Tr Unit (CEF)	0.0	$207M	NEW	10k	20340.01	View chart
Ishares Tr 3 7 Yr Treas Bd (IEI)	0.0	$200M	-96%	1.7k	115809.74	View chart
Ishares Core Msci Emkt (IEMG)	0.0	$194M	-87%	3.8k	51600.16	View chart
Ishares Tr 1 3 Yr Treas Bd (SHY)	0.0	$161M	-97%	2.0k	81779.92	View chart
Ishares Tr 0-5 Yr Tips Etf (STIP)	0.0	$154M	NEW	1.5k	99430.05	View chart
Dimensional Etf Trust Us Small Cap Val (DFSV)	0.0	$147M	NEW	4.9k	30098.38	View chart
Dimensional Etf Trust Us High Profitab (DUHP)	0.0	$145M	NEW	4.6k	31610.05	View chart
Dimensional Etf Trust Global Cr Etf (DGCB)	0.0	$145M	NEW	2.7k	52950.18	View chart
Airbnb Com Cl A (ABNB)	0.0	$133M	NEW	803.00	164960.15	View chart
Ishares Tr Tips Bd Etf (TIP)	0.0	$132M	-84%	1.2k	107410.38	View chart
Vaneck Etf Trust Gold Miners Etf (GDX)	0.0	$125M	NEW	3.9k	31620.12	View chart
Ishares Tr Msci Usa Qlt Fct (QUAL)	0.0	$120M	-87%	731.00	164350.21	View chart
Ishares Tr Conser Alloc Etf (AOK)	0.0	$115M	-95%	3.1k	36817.72	View chart
Shopify Cl A (SHOP)	0.0	$93M	NEW	1.2k	77170.00	View chart
Dimensional Etf Trust Global Core Plus (DFGP)	0.0	$82M	NEW	1.5k	53379.99	View chart
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)	0.0	$80M	-49%	1.6k	50163.12	View chart
Abbott Laboratories (ABT)	0.0	$79M	NEW	694.00	113659.94	View chart
Vanguard Index Fds Growth Etf (VUG)	0.0	$65M	-99%	190.00	344200.00	View chart
Select Sector Spdr Tr Energy (XLE)	0.0	$62M	-99%	659.00	94409.71	View chart
Ishares Tr Core S&p Scp Etf (IJR)	0.0	$62M	-55%	560.00	110519.64	View chart
Spdr Ser Tr Portfoli S&p1500 (SPTM)	0.0	$61M	-86%	947.00	64170.01	View chart
Schwab Strategic Tr Us Lcap Gr Etf (SCHG)	0.0	$57M	-90%	614.00	92760.59	View chart
Icon SHS (ICLR)	0.0	$55M	NEW	163.00	335950.92	View chart
Ferrari Nv Ord (RACE)	0.0	$52M	NEW	119.00	435941.18	View chart
Spdr S&p 500 Etf Tr Tr Unit (SPY)	0.0	$51M	-99%	97.00	524092.78	View chart
Schwab Strategic Tr Us Lcap Va Etf (SCHV)	0.0	$50M	NEW	659.00	76015.17	View chart
Ubs Group SHS (UBS)	0.0	$50M	NEW	1.6k	30720.07	View chart
Ishares Tr Russell 2000 Etf (IWM)	0.0	$48M	-74%	229.00	210301.31	View chart
MercadoLibre (MELI)	0.0	$47M	NEW	31.00	1511967.74	View chart
Medpace Hldgs (MEDP)	0.0	$47M	NEW	115.00	404147.83	View chart
Arch Cap Group Ord (ACGL)	0.0	$46M	NEW	498.00	92439.76	View chart
Stmicroelectronics N V Ny Registry (STM)	0.0	$46M	-6%	1.1k	43240.34	View chart
Dimensional Etf Trust Emerging Mkts Co (DFEM)	0.0	$45M	NEW	1.7k	25497.14	View chart
Spdr Ser Tr Prtflo S&p500 Vl (SPYV)	0.0	$32M	NEW	632.00	50113.92	View chart
Check Point Software Tech Lt Ord (CHKP)	0.0	$31M	NEW	188.00	164010.64	View chart
Icici Bank Adr (IBN)	0.0	$30M	NEW	1.1k	26409.57	View chart
National Grid Sponsored Adr Ne (NGG)	0.0	$27M	+21%	398.00	68221.11	View chart
Nokia Corp Sponsored Adr (NOK)	0.0	$24M	NEW	6.8k	3540.05	View chart
Lloyds Banking Group Sponsored Adr (LYG)	0.0	$24M	+12%	9.1k	2590.04	View chart
Amdocs SHS (DOX)	0.0	$22M	-64%	248.00	90370.97	View chart
Amazon (AMZN)	0.0	$22M	-97%	123.00	180382.11	View chart
Dick's Sporting Goods (DKS)	0.0	$21M	-80%	92.00	224858.70	View chart
Abbvie (ABBV)	0.0	$18M	-98%	100.00	182100.00	View chart
Spdr Ser Tr Bloomberg 1-3 Mo (BIL)	0.0	$18M	-99%	196.00	91801.02	View chart
Emcor (EME)	0.0	$17M	NEW	48.00	350208.33	View chart
Evercore Class A (EVR)	0.0	$16M	NEW	84.00	192595.24	View chart
F.N.B. Corporation (FNB)	0.0	$15M	NEW	1.1k	14100.37	View chart
Microsoft Corporation (MSFT)	0.0	$14M	-99%	32.00	420718.75	View chart
Graphic Packaging Holding Company (GPK)	0.0	$13M	-60%	451.00	29179.60	View chart
Lululemon Athletica (LULU)	0.0	$13M	NEW	32.00	390656.25	View chart
Schwab Strategic Tr Us Brd Mkt Etf (SCHB)	0.0	$13M	NEW	204.00	61107.84	View chart
Apple (AAPL)	0.0	$12M	-99%	67.00	171089.55	View chart
Stag Industrial (STAG)	0.0	$10M	NEW	269.00	38438.66	View chart
Ishares Tr National Mun Etf (MUB)	0.0	$10M	-97%	94.00	107595.74	View chart
Ishares Tr Core S&p500 Etf (IVV)	0.0	$9.5M	-99%	18.00	525722.22	View chart
UnitedHealth (UNH)	0.0	$5.4M	-98%	11.00	494727.27	View chart
Analog Devices (ADI)	0.0	$5.3M	-18%	27.00	197777.78	View chart
Spdr Gold Tr Gold Shs (GLD)	0.0	$4.1M	-99%	20.00	205700.00	View chart
Ishares Tr Core Msci Eafe (IEFA)	0.0	$4.0M	-99%	54.00	74222.22	View chart
Vanguard Index Fds Real Estate Etf (VNQ)	0.0	$188k	NEW	2.00	94000.00	View chart
JPMorgan Chase & Co. (JPM)	0.0	$175k	-99%	1.00	175000.00	View chart
Chevron Corporation (CVX)	0.0	$149k	-99%	1.00	149000.00	View chart
Visa Com Cl A (V)	0.0	$141k	-99%	1.00	141000.00	View chart
Starbucks Corporation (SBUX)	0.0	$71k	-99%	1.00	71000.00	View chart
Schwab Strategic Tr Sht Tm Us Tres (SCHO)	0.0	$47k	NEW	1.00	47000.00	View chart
Dimensional Etf Trust Short Duration F (DFSD)	0.0	$34k	NEW	1.00	34000.00	View chart
BP Sponsored Adr (BP)	0.0	$0		0	0.00	View chart
Packaging Corporation of America (PKG)	0.0	$0	NEW	0	0.00	View chart
Huntington Bancshares Incorporated (HBAN)	0.0	$0	NEW	0	0.00	View chart
Comcast Corp Cl A (CMCSA)	0.0	$0		0	0.00	View chart
Nrg Energy Com New (NRG)	0.0	$0	NEW	0	0.00	View chart
Ishares Tr China Lg-cap Etf (FXI)	0.0	$0	NEW	0	0.00	View chart
Taiwan Semiconductor Mfg Sponsored Ads (TSM)	0.0	$0	NEW	0	0.00	View chart
Ansys (ANSS)	0.0	$0	NEW	0	0.00	View chart
BlackRock (BLK)	0.0	$0	NEW	0	0.00	View chart
Broadridge Financial Solutions (BR)	0.0	$0		0	0.00	View chart
Cme (CME)	0.0	$0	NEW	0	0.00	View chart
Goldman Sachs (GS)	0.0	$0		0	0.00	View chart
Hartford Financial Services (HIG)	0.0	$0	NEW	0	0.00	View chart
Mastercard Incorporated Cl A (MA)	0.0	$0		0	0.00	View chart
Progressive Corporation (PGR)	0.0	$0		0	0.00	View chart
Charles Schwab Corporation (SCHW)	0.0	$0		0	0.00	View chart
Us Bancorp Del Com New (USB)	0.0	$0		0	0.00	View chart
Assurant (AIZ)	0.0	$0	NEW	0	0.00	View chart
First Ctzns Bancshares Inc N Cl A (FCNCA)	0.0	$0		0	0.00	View chart
Reinsurance Grp Of America I Com New (RGA)	0.0	$0		0	0.00	View chart
American Express Company (AXP)	0.0	$0		0	0.00	View chart
PNC Financial Services (PNC)	0.0	$0	NEW	0	0.00	View chart
Principal Financial (PFG)	0.0	$0	NEW	0	0.00	View chart
Bank of America Corporation (BAC)	0.0	$0		0	0.00	View chart
Bank of New York Mellon Corporation (BK)	0.0	$0		0	0.00	View chart
Discover Financial Services (DFS)	0.0	$0		0	0.00	View chart
Arthur J. Gallagher & Co. (AJG)	0.0	$0	NEW	0	0.00	View chart
Ameriprise Financial (AMP)	0.0	$0	NEW	0	0.00	View chart
Interactive Brokers Group In Com Cl A (IBKR)	0.0	$0		0	0.00	View chart
Equifax (EFX)	0.0	$0	NEW	0	0.00	View chart
Moody's Corporation (MCO)	0.0	$0		0	0.00	View chart
Berkshire Hathaway Inc Del Cl B New (BRK.B)	0.0	$0		0	0.00	View chart
Canadian Natl Ry (CNI)	0.0	$0	NEW	0	0.00	View chart
Caterpillar (CAT)	0.0	$0		0	0.00	View chart
Coca-Cola Company (KO)	0.0	$0		0	0.00	View chart
Costco Wholesale Corporation (COST)	0.0	$0		0	0.00	View chart
CSX Corporation (CSX)	0.0	$0	NEW	0	0.00	View chart
Devon Energy Corporation (DVN)	0.0	$0	NEW	0	0.00	View chart
Ecolab (ECL)	0.0	$0	NEW	0	0.00	View chart
Exxon Mobil Corporation (XOM)	0.0	$0		0	0.00	View chart
FedEx Corporation (FDX)	0.0	$0	NEW	0	0.00	View chart
M&T Bank Corporation (MTB)	0.0	$0	NEW	0	0.00	View chart
McDonald's Corporation (MCD)	0.0	$0		0	0.00	View chart
Republic Services (RSG)	0.0	$0	NEW	0	0.00	View chart
Wal-Mart Stores (WMT)	0.0	$0		0	0.00	View chart
Waste Management (WM)	0.0	$0		0	0.00	View chart
Home Depot (HD)	0.0	$0		0	0.00	View chart
Tractor Supply Company (TSCO)	0.0	$0	NEW	0	0.00	View chart
Johnson & Johnson (JNJ)	0.0	$0		0	0.00	View chart
Eli Lilly & Co. (LLY)	0.0	$0	NEW	0	0.00	View chart
Pfizer (PFE)	0.0	$0		0	0.00	View chart
Regeneron Pharmaceuticals (REGN)	0.0	$0	NEW	0	0.00	View chart
Select Sector Spdr Tr Sbi Healthcare (XLV)	0.0	$0		0	0.00	View chart
Vertex Pharmaceuticals Incorporated (VRTX)	0.0	$0	NEW	0	0.00	View chart
Archer Daniels Midland Company (ADM)	0.0	$0		0	0.00	View chart
Walt Disney Company (DIS)	0.0	$0		0	0.00	View chart
Martin Marietta Materials (MLM)	0.0	$0	NEW	0	0.00	View chart
Norfolk Southern (NSC)	0.0	$0		0	0.00	View chart
Consolidated Edison (ED)	0.0	$0	NEW	0	0.00	View chart
KB Home (KBH)	0.0	$0	NEW	0	0.00	View chart
Lennar Corp Cl A (LEN)	0.0	$0	NEW	0	0.00	View chart
Pulte (PHM)	0.0	$0		0	0.00	View chart
FirstEnergy (FE)	0.0	$0		0	0.00	View chart
Cardinal Health (CAH)	0.0	$0	NEW	0	0.00	View chart
Bristol Myers Squibb (BMY)	0.0	$0		0	0.00	View chart
United Parcel Service CL B (UPS)	0.0	$0	NEW	0	0.00	View chart
3M Company (MMM)	0.0	$0		0	0.00	View chart
At&t (T)	0.0	$0		0	0.00	View chart
Autodesk (ADSK)	0.0	$0	NEW	0	0.00	View chart
Brown & Brown (BRO)	0.0	$0		0	0.00	View chart
Cisco Systems (CSCO)	0.0	$0		0	0.00	View chart
Copart (CPRT)	0.0	$0	NEW	0	0.00	View chart
Cummins (CMI)	0.0	$0		0	0.00	View chart
Curtiss-Wright (CW)	0.0	$0	NEW	0	0.00	View chart
Digital Realty Trust (DLR)	0.0	$0	NEW	0	0.00	View chart
Genuine Parts Company (GPC)	0.0	$0	NEW	0	0.00	View chart
Hologic (HOLX)	0.0	$0	NEW	0	0.00	View chart
Host Hotels & Resorts (HST)	0.0	$0	NEW	0	0.00	View chart
IDEXX Laboratories (IDXX)	0.0	$0	NEW	0	0.00	View chart
Kimberly-Clark Corporation (KMB)	0.0	$0		0	0.00	View chart
Lincoln Electric Holdings (LECO)	0.0	$0		0	0.00	View chart
Microchip Technology (MCHP)	0.0	$0		0	0.00	View chart
NVIDIA Corporation (NVDA)	0.0	$0		0	0.00	View chart
Northrop Grumman Corporation (NOC)	0.0	$0	NEW	0	0.00	View chart
Nucor Corporation (NUE)	0.0	$0	NEW	0	0.00	View chart
Paychex (PAYX)	0.0	$0		0	0.00	View chart
Public Storage (PSA)	0.0	$0	NEW	0	0.00	View chart
Royal Caribbean Cruises (RCL)	0.0	$0	NEW	0	0.00	View chart
SYSCO Corporation (SYY)	0.0	$0		0	0.00	View chart
Sherwin-Williams Company (SHW)	0.0	$0	NEW	0	0.00	View chart
Travelers Companies (TRV)	0.0	$0	NEW	0	0.00	View chart
Union Pacific Corporation (UNP)	0.0	$0	NEW	0	0.00	View chart
W.W. Grainger (GWW)	0.0	$0	NEW	0	0.00	View chart
Wells Fargo & Company (WFC)	0.0	$0		0	0.00	View chart
Zebra Technologies Corporati Cl A (ZBRA)	0.0	$0	NEW	0	0.00	View chart
Adobe Systems Incorporated (ADBE)	0.0	$0		0	0.00	View chart
Molson Coors Beverage CL B (TAP)	0.0	$0	NEW	0	0.00	View chart
AFLAC Incorporated (AFL)	0.0	$0	NEW	0	0.00	View chart
Automatic Data Processing (ADP)	0.0	$0		0	0.00	View chart
Best Buy (BBY)	0.0	$0	NEW	0	0.00	View chart
Boeing Company (BA)	0.0	$0	NEW	0	0.00	View chart
Boston Scientific Corporation (BSX)	0.0	$0		0	0.00	View chart
Intel Corporation (INTC)	0.0	$0		0	0.00	View chart
Vulcan Materials Company (VMC)	0.0	$0	NEW	0	0.00	View chart
Morgan Stanley Com New (MS)	0.0	$0		0	0.00	View chart
Verizon Communications (VZ)	0.0	$0		0	0.00	View chart
Mid-America Apartment (MAA)	0.0	$0	NEW	0	0.00	View chart
Entegris (ENTG)	0.0	$0	NEW	0	0.00	View chart
Darden Restaurants (DRI)	0.0	$0		0	0.00	View chart
Emerson Electric (EMR)	0.0	$0	NEW	0	0.00	View chart
International Flavors & Fragrances (IFF)	0.0	$0	NEW	0	0.00	View chart
United Rentals (URI)	0.0	$0		0	0.00	View chart
AmerisourceBergen (COR)	0.0	$0	NEW	0	0.00	View chart
Equity Residential Sh Ben Int (EQR)	0.0	$0	NEW	0	0.00	View chart
Unum (UNM)	0.0	$0		0	0.00	View chart
Eastman Chemical Company (EMN)	0.0	$0	NEW	0	0.00	View chart
Interpublic Group of Companies (IPG)	0.0	$0		0	0.00	View chart
Astrazeneca Sponsored Adr (AZN)	0.0	$0	NEW	0	0.00	View chart
Synopsys (SNPS)	0.0	$0		0	0.00	View chart
Cadence Design Systems (CDNS)	0.0	$0	NEW	0	0.00	View chart
Koninklijke Philips N V Ny Regis Shs New (PHG)	0.0	$0	NEW	0	0.00	View chart
Valero Energy Corporation (VLO)	0.0	$0		0	0.00	View chart
CVS Caremark Corporation (CVS)	0.0	$0	NEW	0	0.00	View chart
Kroger (KR)	0.0	$0		0	0.00	View chart
Thermo Fisher Scientific (TMO)	0.0	$0		0	0.00	View chart
Becton, Dickinson and (BDX)	0.0	$0		0	0.00	View chart
Yum! Brands (YUM)	0.0	$0	NEW	0	0.00	View chart
Air Products & Chemicals (APD)	0.0	$0	NEW	0	0.00	View chart
McKesson Corporation (MCK)	0.0	$0		0	0.00	View chart
Novartis Sponsored Adr (NVS)	0.0	$0	NEW	0	0.00	View chart
Williams-Sonoma (WSM)	0.0	$0	NEW	0	0.00	View chart
Lockheed Martin Corporation (LMT)	0.0	$0		0	0.00	View chart

Past Filings by GeoWealth Management

SEC 13F filings are viewable for GeoWealth Management going back to 2019

GeoWealth Management 2024 Q1 filed May 15, 2024
GeoWealth Management 2024 Q1 restated filed May 15, 2024
GeoWealth Management 2023 Q3 filed Nov. 13, 2023
GeoWealth Management 2023 Q2 filed Aug. 10, 2023
GeoWealth Management 2023 Q2 restated filed Aug. 10, 2023
GeoWealth Management 2023 Q1 filed May 12, 2023
GeoWealth Management 2022 Q4 filed Feb. 13, 2023
GeoWealth Management 2022 Q3 filed Nov. 14, 2022
GeoWealth Management 2022 Q2 filed Aug. 12, 2022
GeoWealth Management 2022 Q1 filed May 13, 2022
GeoWealth Management 2021 Q4 filed Feb. 14, 2022
GeoWealth Management 2021 Q3 filed Nov. 12, 2021
GeoWealth Management 2021 Q2 filed Aug. 17, 2021
GeoWealth Management 2021 Q1 filed May 13, 2021
GeoWealth Management 2020 Q4 filed Feb. 12, 2021
GeoWealth Management 2020 Q3 filed Nov. 13, 2020

View all past filings

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