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Company Main View
Name:
GeoWealth Management LLC
City:
CHICAGO
State:
IL
Zip:
60611
Achive data
View Filing Period:
Current Quarter
2023-09-30
2023-06-30
2023-03-31
2022-12-31
2022-09-30
2022-06-30
2022-03-31
2021-12-31
2021-09-30
2021-06-30
2021-03-31
2020-12-31
2020-09-30
2020-06-30
2020-03-31
2019-12-31
2019-09-30
2019-06-30
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
Download
Free Registration Required For Full Results
Holdings Found :
4
View All Holdings
Currently Viewing:
Unchanged Positions
Page 1 of 1
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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
Geopark Limited
247
-
$9.65
$778,000
90,830
0.06%
-156,000
0
0.15
Oil & Gas Drilling & ...
KRMA
Global X Conscious Companies
478
-
$0.00
$222,000
6,644
0.02%
23,000
0
0.004
N/A
ACWI
iShares MSCI ACWI Index
561
-
$109.38
$122,000
1,201
0.01%
11,000
0
0.001
Closed - End Fund - E...
GSSC
Goldman Sachs Activebeta Us...
674
-
$0.00
$0
0
0%
0
0
0
N/A
4
Records Found
1
Page 1 of 1
Download:
Download: Holdings - Current Quarter Only
Summary:
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