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GeoWealth Management, LLC

Position in CL — Colgate Palmolive Co

CIK 1593387 CHICAGO, IL

Position in CL

as of Jun 30, 2026 · filed Jul 30, 2026
Position Value
$239,743
+$16,356 QoQ
Shares Held
2,615
-0.2% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.04%
of 13F equity value
Holder Rank
#1,573
of 2,002 holders
Holding Since
Dec 2023
11 quarters on record
Voting authority Sole 9% Shared 0% None 91%

Common Shares in CL Over Time

Shares Held

Position Value (USD)

Position in Household & Personal Products

Consumer Defensive · as of Jun 30, 2026

GeoWealth Management, LLC holds $3,072,781 across 5 Household & Personal Products names. CL ranks #4 (7.8% of the industry book) .

# Ticker Company Shares Value (USD) Open
4 CL
Colgate Palmolive Co
This page
2,615 $239,743

All Filings in CL

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11 filing rows on record
Report Date Value (USD) Shares
2026-06-30 $239,743 2,615
2026-03-31 $223,387 2,621
2025-12-31 $197,470 2,499
2025-09-30 $153,804 1,924
2025-06-30 $174,437 1,919
2025-03-31 $207,451 2,214
2024-12-31 $472,004 5,192
2024-09-30 $683,173 6,581
2024-06-30 $826,974 8,522
2024-03-31 $524,541 5,825
2023-12-31 $205,731 2,581