GeoWealth Management »

Elevation Series Trust shares owned by GeoWealth Management

Quarter-by-quarter ownership of Elevation Series Trust (ONEZ) shares owned by GeoWealth Management from 13F filings

Historical chart of GeoWealth Management investment in Elevation Series Trust

Tip: Access up to 7 years of quarterly data

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

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Quarterly reported holdings in Elevation Series Trust by GeoWealth Management

Quarter filed Position value Share count Share price at filing
2026-03-31 $7.0k 279 25.04
2025-06-30 $352k 14k 25.27

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 Elevation Series Trust

AE Wealth Management
Mid-American Wealth Advisory Group
FSR Wealth Management
SMART Wealth
Family Wealth Group
Elevated Capital Advisors
B.O.S.S. Retirement Advisors
Howard Bailey Securities
Integrated Wealth Management
FSA Advisors
POM Investment Strategies
LifeWealth Investments
Great Lakes Retirement
Aegis Wealth Management
Csenge Advisory Group

View all funds holding Elevation Series Trust