GeoWealth Management, LLC
Position in BTAL — AGF U.S. Market Neutral Anti-Beta Fund
CIK 1593387
CHICAGO, IL
Position in BTAL
as of Mar 31, 2026
· filed May 13, 2026
Position Value
$767,869
-$1,120,547 QoQ
Shares Held
55,005
-39.3% QoQ
Ownership
—
of shares outstanding
% of Portfolio
0.11%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Dec 2023
3 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in BTAL Over Time
Shares Held
Position Value (USD)
All Filings in BTAL
Export CSV
3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $767,869 | 55,005 | Shares | Other | 2026-05-13 | |
| 2025-03-31 | $1,888,416 | 90,615 | Shares | Other | 2025-05-09 | |
| 2023-12-31 | $601,555 | 35,490 | Shares | Other | 2024-02-13 | |
| No filing history on record for this holder in this stock. | ||||||