Holdings
GeoWealth Management, LLC
As of Jun 30, 2026, GeoWealth Management, LLC reported 438 positions worth US$589M. Largest: Nvidia Corporation, Alphabet Inc (google) Class C and Apple Inc. What it bought and sold, with each filing.
| Company | Shares | Value as reported | Change | As of |
|---|---|---|---|---|
| Nvidia Corporation | 154K | US$30.8M | −5,154 | Jun 30, 2026 |
| Alphabet Inc (google) Class C | 76,694 | US$27.4M | −7,240 | Jun 30, 2026 |
| Apple Inc | 81,260 | US$23.5M | −3,566 | Jun 30, 2026 |
| Microsoft Corp. | 48,646 | US$18.1M | −2,659 | Jun 30, 2026 |
| Amazon.com, Inc. | 70,269 | US$16.7M | −815 | Jun 30, 2026 |
| Micron Technology, Inc. | 11,291 | US$13M | −840 | Jun 30, 2026 |
| Meta Platforms, Inc. | 22,577 | US$12.7M | −291 | Jun 30, 2026 |
| Taiwan Semiconductor Manufacturing Co., Ltd. | 21,656 | US$10.3M | −703 | Jun 30, 2026 |
| Jp Morgan Chase & Co. | 29,636 | US$9.7M | −2,683 | Jun 30, 2026 |
| Welltower Inc. | 39,630 | US$8.99M | +1,571 | Jun 30, 2026 |