Position in BDX
as of Jun 30, 2026
· filed Jul 30, 2026
Position Value
$1,747,407
+$185,013 QoQ
Shares Held
11,547
+16.2% QoQ
Ownership
0.004%
of shares outstanding
% of Portfolio
0.28%
of 13F equity value
Holder Rank
#517
of 1,430 holders
Holding Since
Jun 2023
13 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in BDX Over Time
Shares Held
Position Value (USD)
Position in Medical Instruments & Supplies
Healthcare · as of Jun 30, 2026GeoWealth Management, LLC holds $2,616,337 across 2 Medical Instruments & Supplies names. BDX ranks #1 (66.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | BDX |
Becton Dickinson & Co
This page
|
11,547 | $1,747,407 | |
| 2 | ISRG |
Intuitive Surgical Inc
|
2,185 | $868,930 |
All Filings in BDX
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13 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,747,407 | 11,547 | Shares | Other | 2026-07-30 | |
| 2026-03-31 | $1,562,394 | 9,937 | Shares | Other | 2026-05-13 | |
| 2025-12-31 | $1,522,479 | 7,845 | Shares | Other | 2026-02-17 | |
| 2025-09-30 | $1,521,878 | 8,131 | Shares | Other | 2025-11-13 | |
| 2025-06-30 | $315,389 | 1,831 | Shares | Other | 2025-08-13 | |
| 2025-03-31 | $330,304 | 1,442 | Shares | Other | 2025-05-09 | |
| 2024-12-31 | $437,405 | 1,928 | Shares | Other | 2025-02-13 | |
| 2024-09-30 | $250,502 | 1,039 | Shares | Other | 2024-11-12 | |
| 2024-06-30 | $240,253 | 1,028 | Shares | Other | 2024-08-12 | |
| 2024-03-31 | $204,393 | 826 | Shares | Other | 2024-05-15 | |
| 2023-12-31 | $113,867 | 467 | Shares | Other | 2024-02-13 | |
| 2023-09-30 | $1,218,451 | 4,713 | Shares | Other | 2023-11-13 | |
| 2023-06-30 | $267 | 14 | Shares | Other | 2023-08-10 | |
| No filing history on record for this holder in this stock. | ||||||