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Pfizer shares owned by GeoWealth Management

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

Historical chart of GeoWealth Management investment in Pfizer

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

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Quarterly reported holdings in Pfizer by GeoWealth Management

Quarter filed Position value Share count Share price at filing
2024-06-30 $1.1M 38k 27.98
2024-03-31 $0 0 0.00
2023-09-30 $65k 2.0k 33.01
2023-06-30 $47k 1.1k 44.25
2023-03-31 $53k 1.2k 44.25

More positions owned by GeoWealth Management

Ishares Tr Core Total Usd (IUSB)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Vanguard Index Fds Large Cap Etf (VV)
Dimensional Etf Trust Us Core Equity 2 (DFAC)
Vanguard Mun Bd Fds Tax Exempt Bd (VTEB)
Spdr Index Shs Fds Portfolio Devlpd (SPDW)
Vanguard Index Fds Total Stk Mkt (VTI)
Exchange Listed Fds Tr Cabana Target 10 (TDSC)
Vanguard Star Fds Vg Tl Intl Stk F (VXUS)
Exchange Listed Fds Tr Cabana Moderate (CLSM)
Dimensional Etf Trust Natl Mun Bd Etf (DFNM)
Ishares Tr Core Intl Aggr (IAGG)
Dimensional Etf Trust World Ex Us Core (DFAX)
Goldman Sachs Etf Tr Activebeta Us Lg (GSLC)
Spdr Index Shs Fds Portfolio Emg Mk (SPEM)

View all positions for GeoWealth Management

Top funds holding Pfizer

Vanguard Group
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State Street Corporation
Charles Schwab Investment Management
Geode Capital Management
Morgan Stanley
Massachusetts Financial Services
Citadel Advisors
Bank of America Corporation
Susquehanna International
State Farm Mutual Automobile Insurance Company
Bank of New York Mellon
Jpmorgan Chase & Co
Goldman Sachs Group
Dimensional Fund Advisors

View all funds holding Pfizer