Position in DELL
as of Jun 30, 2026
· filed Jul 30, 2026
Position Value
$3,433,127
+$2,026,862 QoQ
Shares Held
7,957
-7.1% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.54%
of 13F equity value
Holder Rank
#705
of 2,108 holders
Holding Since
Sep 2023
11 quarters on record
Voting authority
Sole 2%
Shared 8%
None 90%
Common Shares in DELL Over Time
Shares Held
Position Value (USD)
Position in Computer Hardware
Technology · as of Jun 30, 2026GeoWealth Management, LLC holds $9,234,293 across 5 Computer Hardware names. DELL ranks #1 (37.2% of the industry book) .
All Filings in DELL
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11 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $3,433,127 | 7,957 | Shares | Other | 2026-07-30 | |
| 2026-03-31 | $1,406,265 | 8,568 | Shares | Other | 2026-05-13 | |
| 2025-12-31 | $776,176 | 6,166 | Shares | Other | 2026-02-17 | |
| 2025-09-30 | $973,392 | 6,866 | Shares | Other | 2025-11-13 | |
| 2025-06-30 | $775,322 | 6,324 | Shares | Other | 2025-08-13 | |
| 2025-03-31 | $772,496 | 8,475 | Shares | Other | 2025-05-09 | |
| 2024-12-31 | $997,286 | 8,654 | Shares | Other | 2025-02-13 | |
| 2024-09-30 | $688,124 | 5,805 | Shares | Other | 2024-11-12 | |
| 2024-06-30 | $749,954 | 5,438 | Shares | Other | 2024-08-12 | |
| 2023-12-31 | $560,668 | 7,329 | Shares | Other | 2024-02-13 | |
| 2023-09-30 | $59,391 | 862 | Shares | Other | 2023-11-13 | |
| No filing history on record for this holder in this stock. | ||||||