GeoWealth Management, LLC

Q3 2026 13F Holdings

Location
Chicago, IL
Holdings as of
9/30/2026
Value
$2.98B
Num holdings
945
Date filed
11/12/2026
Form type
13F-HR
Holdings also reported by
61 more
Cornerstone Securities LLC
BFC Planning, Inc.
CL Wealth Management LLC
Johnson Brunetti
Northill Aims, LLC
Pereon Wealth
Town Capital, LLC
Spyrnal Financial Group
Trinity Capital Inc.
Astra Wealth Management Group
Emerson Equity
Yosemite Capital Management, LLC
BSG Advisers
TLG Advisors, Inc.
Beacon Financial Corp
Prev filing
7/30/2026
Next filing
SEC
View on sec.gov
Note
Holdings aggregated across “other managers” listed in original SEC filing, see here for detailed holdings broken out by other managers
Sym Issuer Name Cl CUSIP Value ($000) % Shares Principal Option Type