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Elevation Series Trust shares owned by GeoWealth Management

Quarter-by-quarter ownership of Elevation Series Trust shares owned by GeoWealth Management from 13F filings

Historical chart of GeoWealth Management investment in Elevation Series Trust

Tip: Access up to 7 years of quarterly data

All positions including Elevation Series Trust held by GeoWealth Management consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Elevation Series Trust by GeoWealth Management

Quarter filed Position value Share count Share price at filing
2024-09-30 $256k 10k 25.33

More positions owned by GeoWealth Management

Ishares Tr Core Total Usd (IUSB)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Vanguard Index Fds Large Cap Etf (VV)
Spdr Index Shs Fds Portfolio Devlpd (SPDW)
Vanguard Mun Bd Fds Tax Exempt Bd (VTEB)
Dimensional Etf Trust Us Core Equity 2 (DFAC)
Vanguard Index Fds Total Stk Mkt (VTI)
Vanguard Star Fds Vg Tl Intl Stk F (VXUS)
Exchange Listed Fds Tr Cabana Target 10 (TDSC)
Ishares Tr Core Intl Aggr (IAGG)
Dimensional Etf Trust Natl Mun Bd Etf (DFNM)
Spdr Index Shs Fds Portfolio Emg Mk (SPEM)
Ishares Tr TRS FLT RT BD (TFLO)
Exchange Listed Fds Tr Cabana Moderate (CLSM)
Dimensional Etf Trust World Ex Us Core (DFAX)

View all positions for GeoWealth Management

Top funds holding Elevation Series Trust

AE Wealth Management
Lloyd Advisory Services
B.O.S.S. Retirement Advisors
Howard Bailey Securities
Elevated Capital Advisors
Outlook Wealth Advisors
SMART Wealth
Authentikos Wealth Advisory
Jane Street
GeoWealth Management
Csenge Advisory Group
POM Investment Strategies
Pineridge Advisors
Northwestern Mutual Wealth Management Company
Richard W. Paul & Associates

View all funds holding Elevation Series Trust