GeoWealth Management, LLC
Position in AOA — iShares Core 80/20 Aggressive Allocation ETF
CIK 1593387
CHICAGO, IL
Position in AOA
as of Mar 31, 2026
· filed May 13, 2026
Position Value
$5,301,347
-$288,271 QoQ
Shares Held
59,909
-4.0% QoQ
Ownership
—
of shares outstanding
% of Portfolio
0.73%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Sep 2021
12 quarters on record
Voting authority
Sole 73%
Shared 7%
None 19%
Common Shares in AOA Over Time
Shares Held
Position Value (USD)
All Filings in AOA
Export CSV
12 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $5,301,347 | 59,909 | Shares | Other | 2026-05-13 | |
| 2025-12-31 | $5,589,618 | 62,412 | Shares | Other | 2026-02-17 | |
| 2025-09-30 | $6,434,043 | 72,998 | Shares | Other | 2025-11-13 | |
| 2025-06-30 | $7,105,429 | 85,197 | Shares | Other | 2025-08-13 | |
| 2025-03-31 | $6,264,814 | 81,893 | Shares | Other | 2025-05-09 | |
| 2024-12-31 | $9,791,523 | 127,810 | Shares | Other | 2025-02-13 | |
| 2024-09-30 | $6,608,948 | 83,753 | Shares | Other | 2024-11-12 | |
| 2024-06-30 | $15,926,793 | 212,982 | Shares | Other | 2024-08-12 | |
| 2024-03-31 | $9,091,188 | 123,757 | Shares | Other | 2024-05-15 | |
| 2023-06-30 | $737,899 | 11,123 | Shares | Other | 2023-08-10 | |
| 2022-03-31 | $728,282 | 10,564 | Shares | Other | 2022-05-13 | |
| 2021-09-30 | $1,493,305 | 21,391 | Shares | Other | 2021-11-12 | |
| No filing history on record for this holder in this stock. | ||||||