GeoWealth Management, LLC
All 13F Filings
- Location
- Chicago, IL
- Most recent 13F
- Q2 2026
- Holdings value ($000)
- 3,179,634
- Description
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- Website
- —
- Founded
- —
- Chairman
- —
- CEO
- —
- All SEC filings
- View on sec.gov
Sector allocation over time (stocks only)
Stacked by quarter. Hover to see detailed sector breakdown for any quarter.
| Quarter | Date Filed | Holdings | Value ($000) | Form Type | Name |
|---|---|---|---|---|---|
| Q2 2026 | 7/30/2026 | 882 | 3,179,634 | 13F-HR | GeoWealth Management, LLC |
| Q1 2026 | 5/13/2026 | 853 | 2,776,312 | 13F-HR | GeoWealth Management, LLC |
| Q4 2025 | 2/17/2026 | 769 | 2,712,844 | 13F-HR | GeoWealth Management, LLC |
| Q3 2025 | 11/13/2025 | 764 | 2,740,843 | 13F-HR | GeoWealth Management, LLC |
| Q2 2025 | 8/13/2025 | 1,208 | 2,561,795 | 13F-HR | GeoWealth Management, LLC |
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Money flow by instrument (QoQ, ex-options)
| Type | Value ($000) | Share % | Inflow | Outflow | Net |
|---|---|---|---|---|---|
| Stocks | 788 K | 24.9% | 106.5 K | 0 | 106.5 K |
| ETFs | 2.368 M | 74.9% | 309.2 K | 0 | 309.2 K |
| Debt | 4.24 K | 0.1% | 610 | 0 | 610 |
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Fund Snapshot
Q2 2026
Latest filed
7/30/2026
Total value ($000)
3,179,634
Holdings
882
QoQ value change ($000)
403,322
(14.5%)
Value = total reported 13F value ($000), Holdings = number of positions.
13F Value over time
Holdings count over time
Sector allocation (latest, stocks only)
Methodology:
sector allocation is stocks-only;
instrument flow table is ex-options;
options exposure is shown separately.
Details.