Sign in:
Email
 Password  save:
  
 Company Reports 
 
   
My Recent Searches
  Help
 
   
 
 
 
     
Company Main View
  Name: GeoWealth Management LLC
  City: CHICAGO
  State: IL
  Zip: 60611
   
Achive data
  View Filing Period:
  
 
Portfolio Summary View Filing
  Filing Report Date : 2023-12-31
  Total Value : $1,209,199,000
  Total Value Change : $327,432,000
  Securities Held Change : 192
   
All Securities Held : 677
  New Positions : 233
  Closed Positions : 58
  Increased Positions : 306
  Unchanged Positions : 4
  Decreased Positions : 134

                  Consumer Discretionary Consumer Staples Financials Health Care Industrials Information Technology Basic Materials Conglomerates Energy Utilities
 Download  
 
    Free Registration Required For Full Results

   
Holdings Found : 4     View All Holdings Currently Viewing:  Unchanged Positions     Page 1 of 1
     Menu
Ticker Company Name Position
Rank
New/Closed
Postion
Last
Close
    Value Shares Held
% of
Portfolio
Value
Change
Change In
Shares Held
   % of Company    Industry
   (GPRK)1 Year Chart         GPRK Geopark Limited 247 - $9.65 $778,000 90,830 0.06% -156,000 0 0.15    Oil & Gas Drilling & ...
   (KRMA)1 Year Chart         KRMA Global X Conscious Companies 478 - $0.00 $222,000 6,644 0.02% 23,000 0 0.004    N/A
   (ACWI)1 Year Chart         ACWI iShares MSCI ACWI Index 561 - $109.38 $122,000 1,201 0.01% 11,000 0 0.001    Closed - End Fund - E...
   (GSSC)1 Year Chart         GSSC Goldman Sachs Activebeta Us... 674 - $0.00 $0 0 0% 0 0 0    N/A

      4 Records Found
  1    
Page 1 of 1
Free Registration Required For Full Results