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Managed Portfolio Series shares owned by GeoWealth Management

Quarter-by-quarter ownership of Managed Portfolio Series (LST) shares owned by GeoWealth Management from 13F filings

Historical chart of GeoWealth Management investment in Managed Portfolio Series

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in Managed Portfolio Series by GeoWealth Management

Quarter filed Position value Share count Share price at filing
2026-03-31 $482k 12k 40.45

More positions owned by GeoWealth Management

Ishares Tr Core Univrsl 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 State Street Spd (SPDW)
Dimensional Etf Trust World Ex Us Core (DFAX)
Vanguard Mun Bd Fds Tax Exempt Bd (VTEB)
Dimensional Etf Trust Core Fixed Incom (DFCF)
Ishares Tr Core Intl Aggr (IAGG)
Vanguard Index Fds Extend Mkt Etf (VXF)
Pimco Etf Tr Multisector Bd (PYLD)
Vanguard Star Fds Vg Tl Intl Stk F (VXUS)
Dimensional Etf Trust Natl Mun Bd Etf (DFNM)
Spdr Index Shs Fds State Street Spd (SPEM)

View all positions for GeoWealth Management

Top funds holding Managed Portfolio Series

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LLBH Private Wealth Management
Leuthold Weeden Capital Management
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View all funds holding Managed Portfolio Series