GeoWealth Management, LLC
Position in CPTL — Global X Conscious Companies ETF
CIK 1593387
CHICAGO, IL
All Filings in CPTL
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16 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2024-12-31 CPTL | $1,719 | 44 | Shares | Other | 2025-02-13 | |
| 2024-09-30 CPTL | $10,846,280 | 277,115 | Shares | Other | 2024-11-12 | |
| 2024-06-30 CPTL | $236,154 | 6,386 | Shares | Sole | 2024-08-12 | |
| 2024-03-31 CPTL | $747,326 | 20,633 | Shares | Other | 2024-05-15 | |
| 2023-12-31 CPTL | $221,909 | 6,644 | Shares | Sole | 2024-02-13 | |
| 2023-09-30 CPTL | $198,389 | 6,644 | Shares | Sole | 2023-11-13 | |
| 2023-06-30 CPTL | $232,960 | 7,510 | Shares | Sole | 2023-08-10 | |
| 2023-03-31 CPTL | $238,366 | 8,083 | Shares | Other | 2023-05-12 | |
| 2022-12-31 CPTL | $195,103 | 7,046 | Shares | Other | 2023-02-13 | |
| 2022-09-30 CPTL | $15,815 | 620 | Shares | Other | 2022-11-14 | |
| 2022-06-30 CPTL | $18,065 | 676 | Shares | Other | 2022-08-12 | |
| 2022-03-31 CPTL | $21,912 | 676 | Shares | Other | 2022-05-13 | |
| 2021-12-31 CPTL | $191,997 | 5,570 | Shares | Other | 2022-02-14 | |
| 2021-09-30 CPTL | $18,972 | 605 | Shares | Other | 2021-11-12 | |
| 2021-06-30 CPTL | $14,802 | 473 | Shares | Other | 2021-08-17 | |
| 2021-03-31 CPTL | $4,197 | 144 | Shares | Sole | 2021-05-13 | |
| No filing history on record for this holder in this stock. | ||||||