GeoWealth Management, LLC
Position in FGDL — Franklin Templeton Holdings Trust
CIK 1593387
CHICAGO, IL
Position in FGDL
as of Mar 31, 2026
· filed May 13, 2026
Position Value
$187,193
-$333,568 QoQ
Shares Held
3,011
-66.7% QoQ
Ownership
0.039%
of shares outstanding
% of Portfolio
0.03%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Sep 2025
3 quarters on record
Voting authority
Sole 88.70807040850217.ToString("F0")%
Shared 0.09963467286615742.ToString("F0")%
None 11.192294918631685.ToString("F0")%
Common Shares in FGDL Over Time
Shares Held
Position Value (USD)
All Filings in FGDL
Export CSV
3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $187,193 | 3,011 | Shares | Other | 2026-05-13 | |
| 2025-12-31 | $520,761 | 9,041 | Shares | Other | 2026-02-17 | |
| 2025-09-30 | $404,756 | 7,835 | Shares | Other | 2025-11-13 | |
| No filing history on record for this holder in this stock. | ||||||