GeoWealth Management, LLC
All 13F Filings
- Location
- Chicago, IL
- Most recent 13F
- Q4 2025
- Holdings value ($000)
- 2,712,844
- Description
- —
- 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 |
|---|---|---|---|---|---|
| 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 |
Swipe for more columns
Money flow by instrument (QoQ, ex-options)
| Type | Value ($000) | Share % | Inflow | Outflow | Net |
|---|---|---|---|---|---|
| Stocks | 1.808 M | 66.9% | 0 | 23.69 K | -23.69 K |
| ETFs | 676.2 K | 25.0% | 0 | 3.298 K | -3.298 K |
| Debt | 2.908 K | 0.1% | 1.937 K | 0 | 1.937 K |
| Other | 216.3 K | 8.0% | 0 | 8.494 K | -8.494 K |
Swipe for more columns
Fund Snapshot
Q4 2025
Latest filed
2/17/2026
Total value ($000)
2,712,844
Holdings
769
QoQ value change ($000)
-27,999
(-1.0%)
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.