Position in DTM
as of Jun 30, 2026
· filed Jul 30, 2026
Position Value
$81,000
-$16,770 QoQ
Shares Held
552
-24.0% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#520
of 697 holders
Holding Since
Sep 2024
8 quarters on record
Voting authority
Sole 1%
Shared 6%
None 93%
Common Shares in DTM Over Time
Shares Held
Position Value (USD)
Position in Oil & Gas Midstream
Energy · as of Jun 30, 2026GeoWealth Management, LLC holds $2,451,539 across 7 Oil & Gas Midstream names. DTM ranks #6 (3.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | ENB |
Enbridge Inc
|
12,496 | $677,408 | |
| 2 | KMI |
Kinder Morgan, Inc.
|
18,399 | $588,216 | |
| 3 | INSW |
International Seaways, Inc.
|
6,672 | $511,008 | |
| 4 | WMB |
Williams Companies, Inc.
|
4,499 | $334,455 | |
| 5 | OKE |
Oneok Inc /New/
|
2,738 | $238,041 | |
| 6 | DTM |
DT Midstream, Inc.
This page
|
552 | $81,000 | |
| 7 | TRP |
Tc Energy Corp
|
323 | $21,411 |
All Filings in DTM
Export CSV
8 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $81,000 | 552 | Shares | Other | 2026-07-30 | |
| 2026-03-31 | $97,770 | 726 | Shares | Other | 2026-05-13 | |
| 2025-12-31 | $83,297 | 696 | Shares | Other | 2026-02-17 | |
| 2025-09-30 | $86,151 | 762 | Shares | Other | 2025-11-13 | |
| 2025-06-30 | $79,355 | 722 | Shares | Other | 2025-08-13 | |
| 2025-03-31 | $80,946 | 839 | Shares | Other | 2025-05-09 | |
| 2024-12-31 | $146,957 | 1,478 | Shares | Other | 2025-02-13 | |
| 2024-09-30 | $122,394 | 1,556 | Shares | Other | 2024-11-12 | |
| No filing history on record for this holder in this stock. | ||||||