Global X Fds shares owned by GeoWealth Management
Quarter-by-quarter ownership of Global X Fds (DTCR) shares owned by GeoWealth Management
from 13F filings
Historical chart of GeoWealth Management investment in Global X Fds
Tip: Access up to 7 years of quarterly data
All positions including Global X Fds held by GeoWealth Management consolidated in one spreadsheet with up to 7 years of data
Download as csvQuarterly reported holdings in Global X Fds by GeoWealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $338k | 17k | 20.48 |
| 2025-06-30 | $349k | 19k | 18.64 |
| 2025-03-31 | $286k | 18k | 16.26 |
| 2024-12-31 | $196k | 12k | 16.55 |
| 2024-09-30 | $236k | 13k | 17.62 |
| 2024-06-30 | $59k | 3.9k | 15.06 |
| 2024-03-31 | $0 | 0 | 0.00 |