GeoWealth Management, LLC
Position in FGDL — Franklin Templeton Holdings Trust
CIK 1593387
CHICAGO, IL
Position in FGDL
as of Jun 30, 2026
· filed Jul 30, 2026
Position Value
$314,349
+$127,156 QoQ
Shares Held
5,890
+95.6% QoQ
Ownership
0.076%
of shares outstanding
% of Portfolio
0.05%
of 13F equity value
Holder Rank
#39
of 96 holders
Holding Since
Sep 2025
4 quarters on record
Voting authority
Sole 93%
Shared 0%
None 7%
Common Shares in FGDL Over Time
Shares Held
Position Value (USD)
All Filings in FGDL
Export CSV
4 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $314,349 | 5,890 | Shares | Other | 2026-07-30 | |
| 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. | ||||||