Position in CARR
as of Jun 30, 2026
· filed Jul 30, 2026
Position Value
$416,114
+$104,157 QoQ
Shares Held
5,673
+2.4% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.07%
of 13F equity value
Holder Rank
#936
of 1,618 holders
Holding Since
Dec 2023
11 quarters on record
Voting authority
Sole 2%
Shared 0%
None 98%
Common Shares in CARR Over Time
Shares Held
Position Value (USD)
Position in Building Products & Equipment
Industrials · as of Jun 30, 2026GeoWealth Management, LLC holds $2,726,805 across 4 Building Products & Equipment names. CARR ranks #4 (15.3% of the industry book) .
All Filings in CARR
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11 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $416,114 | 5,673 | Shares | Other | 2026-07-30 | |
| 2026-03-31 | $311,957 | 5,540 | Shares | Other | 2026-05-13 | |
| 2025-12-31 | $477,832 | 9,043 | Shares | Other | 2026-02-17 | |
| 2025-09-30 | $566,373 | 9,487 | Shares | Other | 2025-11-13 | |
| 2025-06-30 | $755,979 | 10,329 | Shares | Other | 2025-08-13 | |
| 2025-03-31 | $570,790 | 9,003 | Shares | Other | 2025-05-09 | |
| 2024-12-31 | $755,911 | 11,074 | Shares | Other | 2025-02-13 | |
| 2024-09-30 | $1,035,906 | 12,870 | Shares | Other | 2024-11-12 | |
| 2024-06-30 | $798,088 | 12,652 | Shares | Other | 2024-08-12 | |
| 2024-03-31 | $711,394 | 12,238 | Shares | Other | 2024-05-15 | |
| 2023-12-31 | $697,902 | 12,148 | Shares | Other | 2024-02-13 | |
| No filing history on record for this holder in this stock. | ||||||