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Docusign shares owned by GeoWealth Management

Quarter-by-quarter ownership of Docusign (DOCU) shares owned by GeoWealth Management from 13F filings

Historical chart of GeoWealth Management investment in Docusign

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in Docusign by GeoWealth Management

Quarter filed Position value Share count Share price at filing
2025-06-30 $53k 676 77.89
2025-03-31 $441k 5.4k 81.40
2024-12-31 $1.3M 15k 89.94
2024-09-30 $20k 316 62.09

More positions owned by GeoWealth Management

Ishares Tr Core Total Usd (IUSB)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Dimensional Etf Trust Us Core Equity 2 (DFAC)
Vanguard Index Fds Large Cap Etf (VV)
Vanguard Index Fds Total Stk Mkt (VTI)
Spdr Index Shs Fds Portfolio Devlpd (SPDW)
Vanguard Mun Bd Fds Tax Exempt Bd (VTEB)
Dimensional Etf Trust World Ex Us Core (DFAX)
Dimensional Etf Trust Core Fixed Incom (DFCF)
Ishares Tr Core Intl Aggr (IAGG)
Vanguard Index Fds Extend Mkt Etf (VXF)
Vanguard Star Fds Vg Tl Intl Stk F (VXUS)
Pimco Etf Tr Multisector Bd (PYLD)
Dimensional Etf Trust Natl Mun Bd Etf (DFNM)
Spdr Index Shs Fds Portfolio Emg Mk (SPEM)

View all positions for GeoWealth Management

Top funds holding Docusign

BlackRock
Vanguard Group
State Street Corporation
Jericho Capital Asset Management
Capital World Investors
Newlands Management Operations
American Century Companies
Geode Capital Management
Morgan Stanley
Renaissance Technologies
Susquehanna International
Ubs Global Asset Management Americas
ClearBridge Advisors
Invesco
Citadel Advisors

View all funds holding Docusign