Position in AGX
as of Jun 30, 2026
· filed Jul 30, 2026
Position Value
$839,276
-$142,727 QoQ
Shares Held
1,051
-41.7% QoQ
Ownership
0.007%
of shares outstanding
% of Portfolio
0.13%
of 13F equity value
Holder Rank
#302
of 558 holders
Holding Since
Mar 2026
2 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in AGX Over Time
Shares Held
Position Value (USD)
Position in Engineering & Construction
Industrials · as of Jun 30, 2026GeoWealth Management, LLC holds $3,472,859 across 6 Engineering & Construction names. AGX ranks #2 (24.2% of the industry book) .
All Filings in AGX
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2 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $839,276 | 1,051 | Shares | Other | 2026-07-30 | |
| 2026-03-31 | $982,003 | 1,803 | Shares | Other | 2026-05-13 | |
| No filing history on record for this holder in this stock. | ||||||