GeoWealth Management, LLC

All 13F Portfolio Filings

Most recent 13F
Q1 2023
Location
Chicago, IL
CIK
0001593387
All SEC filings
View on sec.gov
Quarter Holdings Value ($000) Form Type Date Filed Filing ID Name
Q1 2023 393 855,004 13F-HR 5/12/2023 000159338723000003 GeoWealth Management, LLC
Q4 2022 359 945,949 13F-HR 2/13/2023 000159338723000002 GeoWealth Management, LLC
Q3 2022 343 915,979 13F-HR 11/14/2022 000159338722000005 GeoWealth Management, LLC
Q2 2022 331 746,674 13F-HR 8/12/2022 000159338722000004 GeoWealth Management, LLC
Q1 2022 393 1,137,896 13F-HR 5/13/2022 000159338722000003 GeoWealth Management, LLC
Q4 2021 374 1,225,852 13F-HR 2/14/2022 000159338722000002 GeoWealth Management, LLC
Q3 2021 391 1,213,053 13F-HR 11/12/2021 000159338721000006 GeoWealth Management, LLC
Q2 2021 271 790,836 13F-HR 8/16/2021 000159338721000005 GeoWealth Management, LLC
Q1 2021 204 641,205 13F-HR 5/13/2021 000159338721000004 GeoWealth Management, LLC
Q4 2020 208 623,548 13F-HR 2/12/2021 000159338721000003 GeoWealth Management, LLC
Q3 2020 157 330,765 13F-HR 11/13/2020 000159338720000005 GeoWealth Management, LLC
Q2 2020 150 241,909 13F-HR 8/14/2020 000159338720000004 GeoWealth Management, LLC
Q1 2020 91 141,508 13F-HR 5/13/2020 000159338720000003 GeoWealth Management, LLC
Q4 2019 100 185,955 13F-HR 2/13/2020 000159338720000001 GeoWealth Management, LLC
Q3 2019 213 444,551 13F-HR 11/14/2019 000159338719000006 GeoWealth Management, LLC
Q2 2019 46 38,085 13F-HR 8/13/2019 000159338719000002 GeoWealth Management, LLC