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Pulte shares owned by GeoWealth Management

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

Historical chart of GeoWealth Management investment in Pulte

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

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Quarterly reported holdings in Pulte by GeoWealth Management

Quarter filed Position value Share count Share price at filing
2024-09-30 $1.3M 9.4k 143.53
2024-06-30 $474k 4.3k 110.10
2024-03-31 $0 0 0.00
2023-09-30 $41k 538 76.25

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)
Spdr Index Shs Fds Portfolio Devlpd (SPDW)
Vanguard Mun Bd Fds Tax Exempt Bd (VTEB)
Dimensional Etf Trust Us Core Equity 2 (DFAC)
Vanguard Index Fds Total Stk Mkt (VTI)
Vanguard Star Fds Vg Tl Intl Stk F (VXUS)
Exchange Listed Fds Tr Cabana Target 10 (TDSC)
Ishares Tr Core Intl Aggr (IAGG)
Dimensional Etf Trust Natl Mun Bd Etf (DFNM)
Spdr Index Shs Fds Portfolio Emg Mk (SPEM)
Ishares Tr TRS FLT RT BD (TFLO)
Exchange Listed Fds Tr Cabana Moderate (CLSM)
Dimensional Etf Trust World Ex Us Core (DFAX)

View all positions for GeoWealth Management

Top funds holding Pulte

Vanguard Group
BlackRock
BlackRock
Franklin Resources
State Street Corporation
Greenhaven Associates
Geode Capital Management
Dimensional Fund Advisors
Invesco
LSV Asset Management
Morgan Stanley
Northern Trust
Goldman Sachs Group
Bank of America Corporation
Jpmorgan Chase & Co

View all funds holding Pulte