GeoWealth Management, LLC

Q1 2024 13F Detailed Holdings

Location
Chicago, IL
Holdings as of
3/31/2024
Value ($000)
$861,072
Num holdings
1,137
Date filed
5/15/2024
Form type
13F-HR
Prev filing
2/13/2024
Next filing
8/12/2024
Note
Holdings broken out by “other managers” reported in original SEC filing, see here for holdings aggregated across other managers
This filing has been restated, see here for the amended filing
Sym Issuer Name Cl CUSIP Value ($000) % Shares Principal Option Type Discretion Other Manager Sole Shared None

Other Managers

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