Position in FERG
as of Jun 30, 2026
· filed Jul 30, 2026
Position Value
$632,959
+$40,946 QoQ
Shares Held
2,667
+5.1% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.10%
of 13F equity value
Holder Rank
#552
of 932 holders
Holding Since
Sep 2024
5 quarters on record
Voting authority
Sole 1%
Shared 3%
None 97%
Common Shares in FERG Over Time
Shares Held
Position Value (USD)
Position in Industrial Distribution
Industrials · as of Jun 30, 2026GeoWealth Management, LLC holds $1,673,444 across 4 Industrial Distribution names. FERG ranks #1 (37.8% of the industry book) .
All Filings in FERG
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5 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $632,959 | 2,667 | Shares | Other | 2026-07-30 | |
| 2026-03-31 | $592,013 | 2,538 | Shares | Other | 2026-05-13 | |
| 2025-06-30 | $67,284 | 309 | Shares | Other | 2025-08-13 | |
| 2024-12-31 | $56,236 | 324 | Shares | Other | 2025-02-13 | |
| 2024-09-30 | $63,939 | 322 | Shares | Other | 2024-11-12 | |
| No filing history on record for this holder in this stock. | ||||||