GeoWealth Management »

Ea Series Trust shares owned by GeoWealth Management

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

Historical chart of GeoWealth Management investment in Ea Series Trust

Tip: Access up to 7 years of quarterly data

All positions including Ea 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 Ea Series Trust by GeoWealth Management

Quarter filed Position value Share count Share price at filing
2025-12-31 $1.1M 32k 35.27
2025-09-30 $937k 27k 34.57
2025-06-30 $1.1M 33k 32.21
2025-03-31 $898k 31k 29.27
2024-12-31 $606k 20k 30.40
2024-09-30 $775k 25k 30.80

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 Ea Series Trust

Hobbs Group Advisors
Wells Fargo & Company
Janney Montgomery Scott
Vermillion & White Wealth Management Group
Beacon Capital Management
Envestnet Asset Management
Greenwich Wealth Management
Oregon Pacific Wealth Management
Atria Investments
Belpointe Asset Management
Legacy Capital Group California
Pensionmark Financial Group
Puff Wealth Management
BlackDiamond Wealth Management
AE Wealth Management

View all funds holding Ea Series Trust