Position in AYI
as of Jun 30, 2026
· filed Jul 30, 2026
Position Value
$310,744
+$98,058 QoQ
Shares Held
825
+8.7% QoQ
Ownership
0.003%
of shares outstanding
% of Portfolio
0.05%
of 13F equity value
Holder Rank
#428
of 631 holders
Holding Since
Mar 2024
10 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in AYI Over Time
Shares Held
Position Value (USD)
Position in Electrical Equipment & Parts
Industrials · as of Jun 30, 2026GeoWealth Management, LLC holds $2,629,051 across 4 Electrical Equipment & Parts names. AYI ranks #3 (11.8% of the industry book) .
All Filings in AYI
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10 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $310,744 | 825 | Shares | Other | 2026-07-30 | |
| 2026-03-31 | $212,686 | 759 | Shares | Other | 2026-05-13 | |
| 2025-12-31 | $290,192 | 806 | Shares | Other | 2026-02-17 | |
| 2025-09-30 | $271,723 | 789 | Shares | Other | 2025-11-13 | |
| 2025-06-30 | $220,174 | 738 | Shares | Other | 2025-08-13 | |
| 2025-03-31 | $194,615 | 739 | Shares | Other | 2025-05-09 | |
| 2024-12-31 | $230,782 | 790 | Shares | Other | 2025-02-13 | |
| 2024-09-30 | $204,339 | 742 | Shares | Other | 2024-11-12 | |
| 2024-06-30 | $240,957 | 998 | Shares | Other | 2024-08-12 | |
| 2024-03-31 | $265,773 | 989 | Shares | Other | 2024-05-15 | |
| No filing history on record for this holder in this stock. | ||||||