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DOSSIER · 13F-HR · Q1 2026

GeoWealth Management, LLC

$2.8B in tracked AUM across 950 positions as of Q1 2026.

GM
CIK 0001593387 · last filed Mar 31, 2026
Total AUM
$2.8B
as of Q1 2026
Holdings
950
positions
Whale Score
61
61
tracked
Activity
no data
changes this Q

Top 10 holdings

By portfolio weight as of Q1 2026.

#HoldingValueSharesWeight
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