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Elevation Series Trust shares owned by GeoWealth Management

Quarter-by-quarter ownership of Elevation Series Trust (QBER) 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

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Quarterly reported holdings in Elevation Series Trust by GeoWealth Management

Quarter filed Position value Share count Share price at filing
2025-09-30 $10k 421 24.64
2025-06-30 $779k 32k 24.67
2025-03-31 $704k 28k 24.79
2024-12-31 $681k 28k 24.70
2024-09-30 $475k 19k 25.01

More positions owned by GeoWealth Management

Ishares Tr Core Total 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)
Vanguard Mun Bd Fds Tax Exempt Bd (VTEB)
Dimensional Etf Trust World Ex Us Core (DFAX)
Dimensional Etf Trust Core Fixed Incom (DFCF)
Ishares Tr Core Intl Aggr (IAGG)
Vanguard Index Fds Extend Mkt Etf (VXF)
Vanguard Star Fds Vg Tl Intl Stk F (VXUS)
Pimco Etf Tr Multisector Bd (PYLD)
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 Elevation Series Trust

AE Wealth Management
TrueMark Investments
Lloyd Advisory Services
Mid-American Wealth Advisory Group
FSR Wealth Management
B.O.S.S. Retirement Advisors
Authentikos Wealth Advisory
SMART Wealth
Outlook Wealth Advisors
Howard Bailey Securities
Csenge Advisory Group
LifeWealth Investments
Family Wealth Group
Great Lakes Retirement
FSA Advisors

View all funds holding Elevation Series Trust