Position in ADP
as of Jun 30, 2026
· filed Jul 30, 2026
Position Value
$473,654
-$63,147 QoQ
Shares Held
2,115
-19.9% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.07%
of 13F equity value
Holder Rank
#1,505
of 2,276 holders
Holding Since
Sep 2021
15 quarters on record
Voting authority
Sole 9%
Shared 3%
None 88%
Common Shares in ADP Over Time
Shares Held
Position Value (USD)
Position in Software - Application
Technology · as of Jun 30, 2026GeoWealth Management, LLC holds $14,034,724 across 14 Software - Application names. ADP ranks #9 (3.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | CRM |
Salesforce, Inc.
|
22,374 | $3,505,110 | |
| 2 | SAP |
Sap SE
|
13,715 | $2,113,618 | |
| 3 | INTU |
Intuit Inc.
|
7,170 | $1,871,370 | |
| 4 | UBER |
Uber Technologies, Inc
|
22,361 | $1,613,569 | |
| 5 | ADSK |
Autodesk, Inc.
|
5,564 | $1,081,752 | |
| 6 | NOW |
ServiceNow, Inc.
|
10,879 | $1,080,067 | |
| 7 | ADBE |
Adobe Inc.
|
2,524 | $517,470 | |
| 8 | CDNS |
Cadence Design Systems Inc
|
1,341 | $503,304 |
All Filings in ADP
Export CSV
15 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $473,654 | 2,115 | Shares | Other | 2026-07-30 | |
| 2026-03-31 | $536,801 | 2,642 | Shares | Other | 2026-05-13 | |
| 2025-12-31 | $952,779 | 3,704 | Shares | Other | 2026-02-17 | |
| 2025-09-30 | $1,076,264 | 3,667 | Shares | Other | 2025-11-13 | |
| 2025-06-30 | $1,159,275 | 3,759 | Shares | Other | 2025-08-13 | |
| 2025-03-31 | $1,006,721 | 3,295 | Shares | Other | 2025-05-09 | |
| 2024-12-31 | $1,231,222 | 4,206 | Shares | Other | 2025-02-13 | |
| 2024-09-30 | $1,267,700 | 4,581 | Shares | Other | 2024-11-12 | |
| 2024-06-30 | $1,257,180 | 5,267 | Shares | Other | 2024-08-12 | |
| 2024-03-31 | $1,276,170 | 5,110 | Shares | Other | 2024-05-15 | |
| 2023-12-31 | $1,024,602 | 4,398 | Shares | Other | 2024-02-13 | |
| 2023-09-30 | $650,768 | 2,705 | Shares | Other | 2023-11-13 | |
| 2022-03-31 | $836,664 | 3,677 | Shares | Other | 2022-05-13 | |
| 2021-12-31 | $896,564 | 3,636 | Shares | Other | 2022-02-14 | |
| 2021-09-30 | $810,875 | 4,056 | Shares | Other | 2021-11-12 | |
| No filing history on record for this holder in this stock. | ||||||