Position in AVGO
as of Jun 30, 2026
· filed Jul 30, 2026
Position Value
$8,532,617
+$1,865,463 QoQ
Shares Held
22,588
+4.9% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
1.35%
of 13F equity value
Holder Rank
#1,605
of 4,764 holders
Holding Since
Sep 2021
20 quarters on record
Voting authority
Sole 3%
Shared 3%
None 94%
Common Shares in AVGO 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. AVGO ranks #4 (9.9% 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.
This page
|
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 AVGO
Export CSV
20 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $8,532,617 | 22,588 | Shares | Other | 2026-07-30 | |
| 2026-03-31 | $6,667,154 | 21,541 | Shares | Other | 2026-05-13 | |
| 2025-12-31 | $7,443,572 | 21,507 | Shares | Other | 2026-02-17 | |
| 2025-09-30 | $7,379,096 | 22,367 | Shares | Other | 2025-11-13 | |
| 2025-06-30 | $5,242,035 | 19,017 | Shares | Other | 2025-08-13 | |
| 2025-03-31 | $3,238,933 | 19,345 | Shares | Other | 2025-05-09 | |
| 2024-12-31 | $6,103,187 | 26,325 | Shares | Other | 2025-02-13 | |
| 2024-09-30 | $5,157,577 | 29,899 | Shares | Other | 2024-11-12 | |
| 2024-06-30 | $5,065,447 | 3,155 | Shares | Other | 2024-08-12 | |
| 2024-03-31 | $3,635,599 | 2,743 | Shares | Other | 2024-05-15 | |
| 2023-12-31 | $2,638,815 | 2,364 | Shares | Other | 2024-02-13 | |
| 2023-09-30 | $137,876 | 166 | Shares | Other | 2023-11-13 | |
| 2023-06-30 | $198,641 | 229 | Shares | Other | 2023-08-10 | |
| 2023-03-31 | $113,552 | 177 | Shares | Other | 2023-05-12 | |
| 2022-12-31 | $38,020 | 68 | Shares | Other | 2023-02-13 | |
| 2022-09-30 | $234,437 | 528 | Shares | Other | 2022-11-14 | |
| 2022-06-30 | $241,447 | 497 | Shares | Other | 2022-08-12 | |
| 2022-03-31 | $516,967 | 821 | Shares | Other | 2022-05-13 | |
| 2021-12-31 | $637,462 | 958 | Shares | Other | 2022-02-14 | |
| 2021-09-30 | $506,266 | 1,044 | Shares | Other | 2021-11-12 | |
| No filing history on record for this holder in this stock. | ||||||