Position in CVS
as of Jun 30, 2026
· filed Jul 30, 2026
Position Value
$1,437,437
+$941,233 QoQ
Shares Held
13,895
+101.1% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.23%
of 13F equity value
Holder Rank
#835
of 2,051 holders
Holding Since
Jun 2020
22 quarters on record
Voting authority
Sole 2%
Shared 0%
None 98%
Common Shares in CVS 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. CVS ranks #2 (22.2% of the industry book) .
All Filings in CVS
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22 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,437,437 | 13,895 | Shares | Other | 2026-07-30 | |
| 2026-03-31 | $496,204 | 6,909 | Shares | Other | 2026-05-13 | |
| 2025-12-31 | $332,359 | 4,188 | Shares | Other | 2026-02-17 | |
| 2025-09-30 | $288,442 | 3,826 | Shares | Other | 2025-11-13 | |
| 2025-06-30 | $1,110,853 | 16,104 | Shares | Other | 2025-08-13 | |
| 2025-03-31 | $147,830 | 2,182 | Shares | Other | 2025-05-09 | |
| 2024-12-31 | $223,731 | 4,984 | Shares | Other | 2025-02-13 | |
| 2024-09-30 | $318,298 | 5,062 | Shares | Other | 2024-11-12 | |
| 2024-06-30 | $374,144 | 6,335 | Shares | Other | 2024-08-12 | |
| 2024-03-31 | $543,404 | 6,813 | Shares | Other | 2024-05-15 | |
| 2023-12-31 | $371,742 | 4,708 | Shares | Other | 2024-02-13 | |
| 2022-12-31 | $283,296 | 3,040 | Shares | Other | 2023-02-13 | |
| 2022-09-30 | $298,889 | 3,134 | Shares | Other | 2022-11-14 | |
| 2022-06-30 | $373,512 | 4,031 | Shares | Other | 2022-08-12 | |
| 2022-03-31 | $446,335 | 4,410 | Shares | Other | 2022-05-13 | |
| 2021-12-31 | $632,370 | 6,130 | Shares | Other | 2022-02-14 | |
| 2021-09-30 | $517,305 | 6,096 | Shares | Other | 2021-11-12 | |
| 2021-06-30 | $571,229 | 6,846 | Shares | Other | 2021-08-17 | |
| 2021-03-31 | $456,645 | 6,070 | Shares | Other | 2021-05-13 | |
| 2020-12-31 | $326,064 | 4,774 | Shares | Sole | 2021-02-12 | |
| 2020-09-30 | $233,541 | 3,999 | Shares | Sole | 2020-11-13 | |
| 2020-06-30 | $282,293 | 4,345 | Shares | Sole | 2020-08-14 | |
| No filing history on record for this holder in this stock. | ||||||