Position in DHR
as of Jun 30, 2026
· filed Jul 30, 2026
Position Value
$297,529
-$1,470 QoQ
Shares Held
1,562
-1.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.05%
of 13F equity value
Holder Rank
#1,593
of 2,094 holders
Holding Since
Sep 2021
14 quarters on record
Voting authority
Sole 11%
Shared 2%
None 87%
Common Shares in DHR Over Time
Shares Held
Position Value (USD)
Position in Diagnostics & Research
Healthcare · as of Jun 30, 2026GeoWealth Management, LLC holds $7,278,335 across 7 Diagnostics & Research names. DHR ranks #5 (4.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | TMO |
Thermo Fisher Scientific Inc.
|
7,251 | $3,635,361 | |
| 2 | IQV |
Iqvia Holdings Inc.
|
10,104 | $1,952,294 | |
| 3 | ILMN |
Illumina, Inc.
|
3,678 | $646,702 | |
| 4 | LH |
Labcorp Holdings Inc.
|
1,237 | $346,360 | |
| 5 | DHR |
Danaher Corp /De/
This page
|
1,562 | $297,529 | |
| 6 | NTRA |
Natera, Inc.
|
799 | $216,888 | |
| 7 | IDXX |
Idexx Laboratories Inc /De
|
348 | $183,201 |
All Filings in DHR
Export CSV
14 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $297,529 | 1,562 | Shares | Other | 2026-07-30 | |
| 2026-03-31 | $298,999 | 1,577 | Shares | Other | 2026-05-13 | |
| 2025-12-31 | $317,512 | 1,387 | Shares | Other | 2026-02-17 | |
| 2025-09-30 | $273,004 | 1,377 | Shares | Other | 2025-11-13 | |
| 2025-06-30 | $265,691 | 1,345 | Shares | Other | 2025-08-13 | |
| 2025-03-31 | $302,170 | 1,474 | Shares | Other | 2025-05-09 | |
| 2024-12-31 | $714,589 | 3,113 | Shares | Other | 2025-02-13 | |
| 2024-09-30 | $1,187,145 | 4,270 | Shares | Other | 2024-11-12 | |
| 2024-06-30 | $1,057,115 | 4,231 | Shares | Other | 2024-08-12 | |
| 2024-03-31 | $985,644 | 3,947 | Shares | Other | 2024-05-15 | |
| 2023-12-31 | $416,412 | 1,800 | Shares | Other | 2024-02-13 | |
| 2022-03-31 | $105,892 | 361 | Shares | Other | 2022-05-13 | |
| 2021-12-31 | $118,114 | 359 | Shares | Other | 2022-02-14 | |
| 2021-09-30 | $93,463 | 307 | Shares | Other | 2021-11-12 | |
| No filing history on record for this holder in this stock. | ||||||