Affinity World Leaders Equity shares owned by GeoWealth Management
Quarter-by-quarter ownership of Affinity World Leaders Equity (WLDR) shares owned by GeoWealth Management
from 13F filings
Historical chart of GeoWealth Management investment in Affinity World Leaders Equity
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Quarterly reported holdings in Affinity World Leaders Equity by GeoWealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $3.0M | 81k | 37.07 |
| 2025-06-30 | $2.7M | 82k | 33.28 |
| 2025-03-31 | $2.4M | 83k | 28.92 |
| 2024-12-31 | $1.9M | 64k | 29.59 |
| 2024-09-30 | $2.2M | 66k | 33.08 |
| 2024-06-30 | $2.0M | 66k | 30.75 |
| 2024-03-31 | $0 | 0 | 0.00 |
| 2023-09-30 | $929k | 37k | 25.40 |
| 2023-06-30 | $1.2M | 45k | 26.07 |
| 2023-03-31 | $1.1M | 45k | 24.64 |
| 2022-12-31 | $1.1M | 45k | 23.59 |
| 2022-09-30 | $879k | 43k | 20.60 |
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