GeoWealth Management - Portfolio Holdings by Quarter
Historical 13F-HR SEC quarterly filings for GeoWealth Management going back to Aug. 13, 2019
- GeoWealth Management 2023 Q3 - filed Nov. 13, 2023 - new!
- 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
- GeoWealth Management 2020 Q2 - filed Aug. 14, 2020
- GeoWealth Management 2020 Q1 - filed May 13, 2020
- GeoWealth Management 2019 Q4 - filed Feb. 13, 2020
- GeoWealth Management 2019 Q3 - filed Nov. 14, 2019
- GeoWealth Management 2019 Q2 - filed Aug. 13, 2019