GeoWealth Management, LLC

Q4 2022 13F Detailed Holdings

Location
Chicago, IL
Holdings as of
12/31/2022
Value ($000)
$945,949
Num holdings
506
Date filed
2/13/2023
Form type
13F-HR
Prev filing
11/14/2022
Next filing
5/12/2023
Note
Holdings broken out by “other managers” reported in original SEC filing, see here for holdings aggregated across other managers
Sym Issuer Name Cl CUSIP Value ($000) % Shares Principal Option Type Discretion Other Manager Sole Shared None

Other Managers

Num Name File Number
1 One Charles Private Wealth Services, LLC 028-18640
2 Cabana LLC 028-17377
3 Kalos Management, Inc. 028-19841
4 Astor Investment Management LLC 028-16121
5 RWM Capital, LLC 028-21755
6 Legacy Capital Group California, Inc.