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Strategy shares owned by GeoWealth Management

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

Historical chart of GeoWealth Management investment in Strategy

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in Strategy by GeoWealth Management

Quarter filed Position value Share count Share price at filing
2025-09-30 $163 6 27.17
2025-06-30 $156 6 26.00

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 Strategy

Wealth Enhancement Advisory Services
Change Path
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Moneywise
Legacy Wealth Asset Management
PAX Financial Group
Geneos Wealth Management
Kestra Advisory Services
Cambridge Investment Research Advisors
SageOak Financial
First Heartland Consultants
LPL Financial
EverSource Wealth Advisors
IFP Advisors

View all funds holding Strategy