Position in ARM
as of Jun 30, 2026
· filed Jul 30, 2026
Position Value
$267,345
+$224,808 QoQ
Shares Held
754
+186.7% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.04%
of 13F equity value
Holder Rank
#735
of 955 holders
Holding Since
Sep 2024
4 quarters on record
Voting authority
Sole 29%
Shared 37%
None 33%
Common Shares in ARM Over Time
Shares Held
Position Value (USD)
Position in Semiconductors
Technology · as of Jun 30, 2026GeoWealth Management, LLC holds $86,508,706 across 21 Semiconductors names. ARM ranks #18 (0.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | NVDA |
Nvidia Corp
|
154,112 | $30,836,270 | |
| 2 | MU |
Micron Technology Inc
|
11,291 | $13,033,088 | |
| 3 | TSM |
Taiwan Semiconductor Manufacturing Co Ltd
|
21,656 | $10,342,255 | |
| 4 | AVGO |
Broadcom Inc.
|
22,588 | $8,532,617 | |
| 5 | TXN |
Texas Instruments Inc
|
15,926 | $4,747,062 | |
| 6 | AMD |
Advanced Micro Devices Inc
|
6,879 | $3,996,079 | |
| 7 | QCOM |
Qualcomm Inc/De
|
15,392 | $2,844,287 | |
| 8 | INTC |
Intel Corp
|
18,337 | $2,560,395 |
All Filings in ARM
Export CSV
4 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $267,345 | 754 | Shares | Other | 2026-07-30 | |
| 2025-06-30 | $42,537 | 263 | Shares | Other | 2025-08-13 | |
| 2024-12-31 | $32,443 | 263 | Shares | Other | 2025-02-13 | |
| 2024-09-30 | $24,454 | 171 | Shares | Other | 2024-11-12 | |
| No filing history on record for this holder in this stock. | ||||||