Current Market Value 2,561,795,382
Current Holdings 1208
Most Recent File Date 2025-08-13
Total Filings on Record 27
SEC Form 13F Filing History

This page shows a list of all the recent 13F filings made by GeoWealth Management, LLC . Form 13F is required to be filed within 45 days of the end of a calendar quarter. The Form 13F report requires disclosure of the manager that files the report, the name and class of the security, the CUSIP number, the number of shares as of the end of the calendar quarter for which the report is filed, and the total market value. The market value column should not be used as a substitute for Assets Under Management (AUM), as it does not include cash held in accounts.

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File Date Reporting Period Form Amendment Holdings Reported Value
($1000)
2025-08-13 2025-06-30 13F-HR 1208 2,561,795
2025-05-09 2025-03-31 13F-HR 1058 2,488,544
2025-02-13 2024-12-31 13F-HR 1792 3,058,272
2024-11-12 2024-09-30 13F-HR 1700 2,832,522
2024-08-12 2024-06-30 13F-HR 861 2,298,541
2024-05-15 2024-03-31 13F-HR/A 1 R 848 2,585,617
2024-05-15 2024-03-31 13F-HR 123 861,072
2024-02-13 2023-12-31 13F-HR 676 1,209
2023-11-13 2023-09-30 13F-HR 484 882
2023-08-10 2023-06-30 13F-HR/A 1 R 441 925
2023-08-10 2023-06-30 13F-HR 441 925
2023-05-12 2023-03-31 13F-HR 392 855
2023-02-13 2022-12-31 13F-HR 358 946
2022-11-14 2022-09-30 13F-HR 343 915,979
2022-08-12 2022-06-30 13F-HR 331 746,674
2022-05-13 2022-03-31 13F-HR 393 1,137,896
2022-02-14 2021-12-31 13F-HR 374 1,225,852
2021-11-12 2021-09-30 13F-HR 391 1,213,053
2021-08-17 2021-06-30 13F-HR 271 790,836
2021-05-13 2021-03-31 13F-HR 204 641,205
2021-02-12 2020-12-31 13F-HR 208 623,548
2020-11-13 2020-09-30 13F-HR 157 330,765
2020-08-14 2020-06-30 13F-HR 150 241,909
2020-05-13 2020-03-31 13F-HR 91 141,508
2020-02-13 2019-12-31 13F-HR 100 185,955
2019-11-14 2019-09-30 13F-HR 213 444,551
2019-08-13 2019-06-30 13F-HR 46 38,085