Position in EXPE
as of Jun 30, 2026
· filed Jul 30, 2026
Position Value
$458,536
+$59,097 QoQ
Shares Held
1,792
+3.6% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.07%
of 13F equity value
Holder Rank
#671
of 1,109 holders
Holding Since
Sep 2024
8 quarters on record
Voting authority
Sole 3%
Shared 13%
None 84%
Common Shares in EXPE Over Time
Shares Held
Position Value (USD)
Position in Travel Services
Consumer Cyclical · as of Jun 30, 2026GeoWealth Management, LLC holds $6,058,337 across 4 Travel Services names. EXPE ranks #3 (7.6% of the industry book) .
All Filings in EXPE
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8 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $458,536 | 1,792 | Shares | Other | 2026-07-30 | |
| 2026-03-31 | $399,439 | 1,730 | Shares | Other | 2026-05-13 | |
| 2025-12-31 | $477,660 | 1,686 | Shares | Other | 2026-02-17 | |
| 2025-09-30 | $398,643 | 1,865 | Shares | Other | 2025-11-13 | |
| 2025-06-30 | $117,738 | 698 | Shares | Other | 2025-08-13 | |
| 2025-03-31 | $82,537 | 491 | Shares | Other | 2025-05-09 | |
| 2024-12-31 | $299,245 | 1,606 | Shares | Other | 2025-02-13 | |
| 2024-09-30 | $42,777 | 289 | Shares | Other | 2024-11-12 | |
| No filing history on record for this holder in this stock. | ||||||