Position in APD
as of Jun 30, 2026
· filed Jul 30, 2026
Position Value
$1,092,095
-$52,435 QoQ
Shares Held
3,725
-5.5% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.17%
of 13F equity value
Holder Rank
#801
of 1,766 holders
Holding Since
Dec 2023
11 quarters on record
Voting authority
Sole 1%
Shared 0%
None 99%
Common Shares in APD Over Time
Shares Held
Position Value (USD)
Position in Specialty Chemicals
Basic Materials · as of Jun 30, 2026GeoWealth Management, LLC holds $5,148,391 across 6 Specialty Chemicals names. APD ranks #3 (21.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | ECL |
Ecolab Inc.
|
4,985 | $1,388,870 | |
| 2 | SHW |
Sherwin Williams Co
|
3,423 | $1,178,607 | |
| 3 | APD |
Air Products & Chemicals, Inc.
This page
|
3,725 | $1,092,095 | |
| 4 | LIN |
Linde PLC
|
2,100 | $1,089,774 | |
| 5 | LYB |
LyondellBasell Industries N.V.
|
5,271 | $277,518 | |
| 6 | ALB |
Albemarle Corp
|
900 | $121,527 |
All Filings in APD
Export CSV
11 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,092,095 | 3,725 | Shares | Other | 2026-07-30 | |
| 2026-03-31 | $1,144,530 | 3,940 | Shares | Other | 2026-05-13 | |
| 2025-12-31 | $928,548 | 3,759 | Shares | Other | 2026-02-17 | |
| 2025-09-30 | $1,091,970 | 4,004 | Shares | Other | 2025-11-13 | |
| 2025-06-30 | $352,857 | 1,251 | Shares | Other | 2025-08-13 | |
| 2025-03-31 | $323,527 | 1,097 | Shares | Other | 2025-05-09 | |
| 2024-12-31 | $404,315 | 1,394 | Shares | Other | 2025-02-13 | |
| 2024-09-30 | $419,813 | 1,410 | Shares | Other | 2024-11-12 | |
| 2024-06-30 | $367,979 | 1,426 | Shares | Other | 2024-08-12 | |
| 2024-03-31 | $148,269 | 612 | Shares | Other | 2024-05-15 | |
| 2023-12-31 | $235,741 | 861 | Shares | Other | 2024-02-13 | |
| No filing history on record for this holder in this stock. | ||||||