• 13F History

GeoWealth Management, LLC

13F Filings History

Latest 13F report
Q4 2024 - Feb 13, 2025
Value $
$3.06B
Signature - Title
Evan Lieberman - Chief Compliance Officer
Location
Chicago, IL
Summary
This page shows a list of all the recent 13F filings made by GeoWealth Management, LLC. Form 13F is required to be filed within 45 days of the end of a calendar quarter. GeoWealth Management, LLC reported 1784 stock holdings with total value $3.06B as of Q4 2024. Top holdings included IUSB, DFAC, VOO, VV, and VTEB.
Holdings Value

List of Other Managers Reporting for GeoWealth Management, LLC:

Name Holdings Value Location File Number
Foundations Investment Advisors, LLC $5.18B Phoenix, AZ 028-18893
CreativeOne Wealth, LLC $3.26B Overland Park, KS 028-18760
KINGSWOOD WEALTH ADVISORS, LLC $2.62B San Diego, CA 028-23333
Sowell Financial Services LLC $2.2B North Little Rock, AR 028-17985
TRANSCEND CAPITAL ADVISORS, LLC $1.39B Madison, NJ 028-20168
Executive Wealth Management, LLC $1.28B Brighton, MI 028-19423
Freedom Investment Management, Inc. $1.2B Hartford, CT 028-15088
TrinityPoint Wealth, LLC $712M Milford, CT 028-19093
Golden State Wealth Management, LLC $667M Santa Ana, CA 028-19519
Golden State Equity Partners $523M South Coast Metro, CA 028-20606
Aspire Private Capital, LLC $402M Cornelius, NC 028-19206
Sage Capital Advisors,llc $381M Sioux Falls, SD 028-18107
Legacy Capital Group California, Inc. $328M Los Gatos, CA 028-23223
WATERSHED PRIVATE WEALTH LLC $250M Oak Brook, IL 028-22886
OneAscent Wealth Management LLC $243M Birmingham, AL 028-20595
Elevation Capital Advisory, LLC $233M Bend, OR 028-21324
LANDMARK WEALTH MANAGEMENT, INC. $205M Normal, IL 028-23988
JDM Financial Group LLC $192M Austin, TX 028-22719
Stanich Group LLC $135M Montauk, NY 028-24694
Copley Financial Group, Inc. $131M San Diego, CA 028-24516
Hershey Financial Advisers, LLC $114M Lancaster, PA 028-24338
Quarter Holdings Value $ Bought Sold Net Top Holdings Form Type Date Filed
Q4 2024 1,784 $3.06B +$676M -$396M +$279M IUSB, DFAC, VOO, VV, VTEB 13F-HR 2/13/2025, 01:22 PM
Q3 2024 1,693 $2.83B +$676M -$258M +$418M IUSB, VOO, VV, SPDW, VTEB 13F-HR 11/12/2024, 01:42 PM
Q2 2024 864 $2.3B +$264M -$556M -$292M IUSB, VOO, VV, DFAC, VTEB 13F-HR 8/12/2024, 02:04 PM
Q1 2024 840 $2.58B +$1.61B -$306M +$1.3B IUSB, VOO, VV, DFAC, SPDW Restatement 5/15/2024, 02:40 PM
Q4 2023 660 $1.2B +$478M -$211M +$267M TDSC, BIL, GTO, CLSM, DFAI 13F-HR 2/13/2024, 01:30 PM
Q3 2023 507 $880M +$234M -$254M -$19.4M BIL, TDSC, GTO, CLSM, BILS 13F-HR 11/13/2023, 03:40 PM
Q2 2023 427 $925M +$222M -$151M +$71.3M BIL, TDSC, CLSM, GTO, VGSH Restatement 8/10/2023, 04:25 PM
Q1 2023 370 $853M +$128M -$191M -$62.6M BIL, TDSC, CLSA, BOND, VGSH 13F-HR 5/12/2023, 04:58 PM
Q4 2022 342 $943M +$163M -$126M +$36.7M BIL, TDSC, CLSA, BOND, GBIL 13F-HR 2/13/2023, 02:32 PM
Q3 2022 327 $910M +$327M -$91.4M +$236M BIL, TDSC, CLSC, TDSD, TDSE 13F-HR 11/14/2022, 07:02 AM
Q2 2022 319 $742M +$148M -$174M -$26.6M TDSC, CLSC, TDSD, BOND, GOOGL 13F-HR 8/12/2022, 11:19 AM
Q1 2022 382 $1.11B +$331M -$229M +$102M TDSC, TDSD, CLSA, TDSB, CLSC 13F-HR 5/13/2022, 11:41 AM
Q4 2021 358 $1.21B +$340M -$280M +$60.7M TDSC, CLSA, TDSD, TDSE, TDSB 13F-HR 2/14/2022, 02:59 PM
Q3 2021 383 $1.2B +$585M -$143M +$443M TDSC, SCHD, TDSD, VUG, TDSE 13F-HR 11/12/2021, 04:12 PM
Q2 2021 263 $782M +$143M -$30.5M +$113M TDSC, TDSD, TDSB, TDSE, BOND 13F-HR 8/16/2021, 05:54 PM
Q1 2021 199 $634M +$129M -$129M +$651K TDSC, TDSD, TDSB, TDSE, BOND 13F-HR 5/13/2021, 10:36 AM
Q4 2020 204 $609M +$334M -$34.4M +$299M TDSC, TDSB, TDSD, BOND, QQQ 13F-HR 2/12/2021, 09:50 AM
Q3 2020 155 $324M +$137M -$21.4M +$116M BOND, UUP, QQQ, JPIN, OMFL 13F-HR 11/13/2020, 01:11 PM
Q2 2020 149 $239M +$141M -$34.6M +$107M LQD, BOND, JAGGXXXX, IGSB, JPIN 13F-HR 8/14/2020, 11:50 AM
Q1 2020 90 $141M +$24.9M -$10.4M +$14.5M JAGGXXXX, ITOT, NEAR, VOO, CME 13F-HR 5/13/2020, 10:08 AM
Q4 2019 100 $186M +$93.6M -$162M -$68.2M JAGGXXXX, ITOT, NEAR, JPIN, CME 13F-HR 2/13/2020, 12:22 PM
Q3 2019 213 $444M +$409M -$1.93M +$407M JAGGXXXX, JPUS, JPIN, VTV, VUG 13F-HR 11/14/2019, 01:45 PM
Q2 2019 46 $38.1M CME, JAGGXXXX, JPUS, AAPL, GPRK 13F-HR 8/13/2019, 11:38 AM
Q1 2019 13F-NT 5/15/2019, 11:12 AM
Q4 2018 13F-NT 2/15/2019, 12:40 PM
Q3 2018 13F-NT 11/14/2018, 08:46 AM
Q2 2018 13F-NT 8/14/2018, 12:57 PM
Q1 2018 13F-NT 5/15/2018, 01:22 PM
Q4 2017 13F-NT 2/14/2018, 03:56 PM
Q3 2017 13F-NT 11/13/2017, 12:44 PM
Q2 2017 13F-NT 8/14/2017, 11:58 AM
Q1 2017 13F-NT 5/15/2017, 08:01 AM
Q4 2016 13F-NT 2/10/2017, 01:59 PM
Q3 2016 13F-NT 11/14/2016, 10:24 AM
Q2 2016 13F-NT 8/10/2016, 04:54 PM
Q1 2016 13F-NT 5/13/2016, 01:51 PM
Q4 2015 13F-NT 2/12/2016, 02:57 PM
Q3 2015 13F-NT 11/13/2015, 03:22 PM
Q2 2015 13F-NT 8/14/2015, 04:38 PM
Q1 2015 13F-NT 5/13/2015, 07:39 PM
Q4 2014 13F-NT 3/13/2015, 01:22 PM