GeoWealth Management, LLC
All 13F Filings
- Location
- Chicago, IL
- Most recent 13F
- Q1 2026
- Holdings value ($000)
- 2,776,312
- Description
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- Website
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- Founded
- —
- Chairman
- —
- CEO
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- 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 |
|---|---|---|---|---|---|
| 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 | 681.5 K | 24.8% | 0 | 1.126 M | -1.126 M |
| ETFs | 2.059 M | 75.0% | 1.383 M | 0 | 1.383 M |
| Debt | 3.63 K | 0.1% | 722 | 0 | 722 |
| Other | 0 | 0.0% | 0 | 216.3 K | -216.3 K |
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Fund Snapshot
Q1 2026
Latest filed
5/13/2026
Total value ($000)
2,776,312
Holdings
853
QoQ value change ($000)
63,468
(2.3%)
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.