inv grd crp bd shares owned by GeoWealth Management
Quarter-by-quarter ownership of inv grd crp bd (CORP) shares owned by GeoWealth Management
from 13F filings
Historical chart of GeoWealth Management investment in inv grd crp bd
Tip: Access up to 7 years of quarterly data
All positions including inv grd crp bd held by GeoWealth Management consolidated in one spreadsheet with up to 7 years of data
Download as csv Download as ExcelQuarterly reported holdings in inv grd crp bd by GeoWealth Management
Quarter filed | Position value | Share count | Share price at filing |
---|---|---|---|
2024-09-30 | $4.7M | 47k | 99.45 |
2024-06-30 | $4.3M | 45k | 95.07 |
2024-03-31 | $4.0M | 41k | 96.05 |
2023-09-30 | $2.9M | 32k | 91.08 |
2023-06-30 | $2.7M | 29k | 94.79 |
2023-03-31 | $782k | 8.1k | 96.39 |
2022-12-31 | $1.0M | 11k | 93.10 |
2022-09-30 | $213k | 2.3k | 91.14 |
2022-06-30 | $44k | 452 | 97.35 |
2022-03-31 | $13k | 121 | 107.44 |
2021-12-31 | $11k | 101 | 108.91 |
2021-09-30 | $14k | 126 | 111.11 |
2021-06-30 | $58k | 506 | 114.62 |
2021-03-31 | $23k | 207 | 111.11 |
2019-09-30 | $599k | 5.5k | 109.79 |