GeoWealth Management, LLC
Position in BR — Broadridge Financial Solutions, Inc.
CIK 1593387
CHICAGO, IL
Position in BR
as of Jun 30, 2026
· filed Jul 30, 2026
Position Value
$269,791
+$32,733 QoQ
Shares Held
1,970
+35.0% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.04%
of 13F equity value
Holder Rank
#682
of 1,002 holders
Holding Since
Sep 2023
12 quarters on record
Voting authority
Sole 5%
Shared 4%
None 92%
Common Shares in BR Over Time
Shares Held
Position Value (USD)
Position in Information Technology Services
Technology · as of Jun 30, 2026GeoWealth Management, LLC holds $3,533,313 across 7 Information Technology Services names. BR ranks #4 (7.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | ACN |
Accenture plc
|
10,203 | $1,269,661 | |
| 2 | IBM |
International Business Machines Corp
|
3,900 | $1,096,719 | |
| 3 | FIS |
Fidelity National Information Services, Inc.
|
9,003 | $350,036 | |
| 4 | BR |
Broadridge Financial Solutions, Inc.
This page
|
1,970 | $269,791 | |
| 5 | CACI |
Caci International Inc /De/
|
580 | $268,690 | |
| 6 | LDOS |
Leidos Holdings, Inc.
|
1,839 | $189,361 | |
| 7 | WIT |
Wipro Ltd
|
39,580 | $89,055 |
All Filings in BR
Export CSV
12 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $269,791 | 1,970 | Shares | Other | 2026-07-30 | |
| 2026-03-31 | $237,058 | 1,459 | Shares | Other | 2026-05-13 | |
| 2025-12-31 | $248,388 | 1,113 | Shares | Other | 2026-02-17 | |
| 2025-09-30 | $219,830 | 923 | Shares | Other | 2025-11-13 | |
| 2025-06-30 | $109,363 | 450 | Shares | Other | 2025-08-13 | |
| 2025-03-31 | $61,099 | 252 | Shares | Other | 2025-05-09 | |
| 2024-12-31 | $92,696 | 410 | Shares | Other | 2025-02-13 | |
| 2024-09-30 | $63,863 | 297 | Shares | Other | 2024-11-12 | |
| 2024-06-30 | $94,757 | 481 | Shares | Other | 2024-08-12 | |
| 2024-03-31 | $117,384 | 573 | Shares | Other | 2024-05-15 | |
| 2023-12-31 | $75,921 | 369 | Shares | Other | 2024-02-13 | |
| 2023-09-30 | $26,141 | 146 | Shares | Other | 2023-11-13 | |
| No filing history on record for this holder in this stock. | ||||||