GeoWealth Management, LLC

Q3 2025 13F Detailed Holdings

Location
Chicago, IL
Holdings as of
9/30/2025
Value ($000)
$2,740,843
Num holdings
844
Date filed
11/13/2025
Form type
13F-HR
Prev filing
8/13/2025
Next filing
SEC
View on sec.gov
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 Blackridge Asset Management, LLC
2 CABANA LLC
3 Cambridge Investment Research Advisors, Inc.
4 EMERSON EQUITY LLC
5 Equity Armor Investments
6 GO Wealth Management
7 Gradient Advisors, LLC
8 INDEPENDENT FINANCIAL GROUP, LLC
9 Investment Research Corp
10 IP Financial Advisory Services LLC
11 KCD FINANCIAL, INC.
12 LIFEMARK SECURITIES CORP.
13 MADISON AVENUE SECURITIES, LLC
14 PACKERLAND BROKERAGE SERVICES, INC.