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Investment Managers Ser Tr I shares owned by GeoWealth Management

Quarter-by-quarter ownership of Investment Managers Ser Tr I (PPI) shares owned by GeoWealth Management from 13F filings

Historical chart of GeoWealth Management investment in Investment Managers Ser Tr I

Tip: Access up to 7 years of quarterly data

All positions including Investment Managers Ser Tr I held by GeoWealth Management consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Investment Managers Ser Tr I by GeoWealth Management

Quarter filed Position value Share count Share price at filing
2025-12-31 $290k 16k 18.63
2024-12-31 $4.8k 332 14.49
2024-09-30 $3.8k 244 15.51

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 Portfolio Devlpd (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 Portfolio Emg Mk (SPEM)

View all positions for GeoWealth Management

Top funds holding Investment Managers Ser Tr I

Astoria Portfolio Advisors
Hobbs Group Advisors
Janney Montgomery Scott
Vermillion & White Wealth Management Group
Oregon Pacific Wealth Management
Puff Wealth Management
LPL Financial
Latitude Advisors
BlackDiamond Wealth Management
Cascades Capital Asset Management
Onyx Bridge Wealth Group
Silverlake Wealth Management
Pursuit Wealth Management
CLS Investments
4wealth Advisors

View all funds holding Investment Managers Ser Tr I