GeoWealth Management, LLC

Q3 2024 13F Detailed Holdings

Location
Chicago, IL
Holdings as of
9/30/2024
Value ($000)
$2,832,522
Num holdings
2,040
Date filed
11/12/2024
Form type
13F-HR
Prev filing
8/12/2024
Next filing
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 CABANA LLC 028-18640
2 Kalos Management, Inc. 028-17377
3 One Charles Private Wealth Services, LLC 028-19841
4 RWM Capital, LLC 028-21755