GeoWealth Management, LLC
Position in BAI — iShares A.I. Innovation and Tech Active ETF
CIK 1593387
CHICAGO, IL
Position in BAI
as of Mar 31, 2026
· filed May 13, 2026
Position Value
$554,878
+$86,747 QoQ
Shares Held
16,840
+19.8% QoQ
Ownership
—
of shares outstanding
% of Portfolio
0.08%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Jun 2025
4 quarters on record
Voting authority
Sole 0%
Shared 16%
None 84%
Common Shares in BAI Over Time
Shares Held
Position Value (USD)
All Filings in BAI
Export CSV
4 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $554,878 | 16,840 | Shares | Other | 2026-05-13 | |
| 2025-12-31 | $468,131 | 14,058 | Shares | Other | 2026-02-17 | |
| 2025-09-30 | $1,776,183 | 51,996 | Shares | Other | 2025-11-13 | |
| 2025-06-30 | $206,941 | 7,173 | Shares | Other | 2025-08-13 | |
| No filing history on record for this holder in this stock. | ||||||