GeoWealth Management »

Agilon Health shares owned by GeoWealth Management

Quarter-by-quarter ownership of Agilon Health (AGL) shares owned by GeoWealth Management from 13F filings

Historical chart of GeoWealth Management investment in Agilon Health

Tip: Access up to 7 years of quarterly data

All positions including Agilon Health held by GeoWealth Management consolidated in one spreadsheet with up to 7 years of data

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Quarterly reported holdings in Agilon Health by GeoWealth Management

Quarter filed Position value Share count Share price at filing
2024-09-30 $43k 11k 3.93
2024-06-30 $68k 10k 6.54

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 Agilon Health

Clayton, Dubilier & Rice
Wellington Management Company
Capital World Investors
Vanguard Group
FMR
BlackRock
Capital Research and Management Company - Division 3
Rock Springs Capital Management
State Street Corporation
Geode Capital Management
Goldman Sachs Group
Bank of America Corporation
Charles Schwab Investment Management
Citadel Advisors
Northern Trust

View all funds holding Agilon Health