Position in CI
as of Jun 30, 2026
· filed Jul 30, 2026
Position Value
$594,090
-$136,805 QoQ
Shares Held
2,155
-21.4% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.09%
of 13F equity value
Holder Rank
#928
of 1,679 holders
Holding Since
Dec 2023
11 quarters on record
Voting authority
Sole 3%
Shared 2%
None 95%
Common Shares in CI Over Time
Shares Held
Position Value (USD)
Position in Healthcare Plans
Healthcare · as of Jun 30, 2026GeoWealth Management, LLC holds $6,478,718 across 6 Healthcare Plans names. CI ranks #5 (9.2% of the industry book) .
All Filings in CI
Export CSV
11 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $594,090 | 2,155 | Shares | Other | 2026-07-30 | |
| 2026-03-31 | $730,895 | 2,740 | Shares | Other | 2026-05-13 | |
| 2025-12-31 | $652,019 | 2,369 | Shares | Other | 2026-02-17 | |
| 2025-09-30 | $905,393 | 3,141 | Shares | Other | 2025-11-13 | |
| 2025-06-30 | $1,006,285 | 3,044 | Shares | Other | 2025-08-13 | |
| 2025-03-31 | $1,045,891 | 3,179 | Shares | Other | 2025-05-09 | |
| 2024-12-31 | $675,162 | 2,445 | Shares | Other | 2025-02-13 | |
| 2024-09-30 | $572,665 | 1,653 | Shares | Other | 2024-11-12 | |
| 2024-06-30 | $587,422 | 1,777 | Shares | Other | 2024-08-12 | |
| 2024-03-31 | $698,777 | 1,924 | Shares | Other | 2024-05-15 | |
| 2023-12-31 | $185,359 | 619 | Shares | Other | 2024-02-13 | |
| No filing history on record for this holder in this stock. | ||||||