GeoWealth Management, LLC
Position in FIS — Fidelity National Information Services, Inc.
CIK 1593387
CHICAGO, IL
Position in FIS
as of Jun 30, 2026
· filed Jul 30, 2026
Position Value
$350,036
+$651 QoQ
Shares Held
9,003
+20.9% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.06%
of 13F equity value
Holder Rank
#519
of 849 holders
Holding Since
Mar 2022
10 quarters on record
Voting authority
Sole 1%
Shared 0%
None 99%
Common Shares in FIS Over Time
Shares Held
Position Value (USD)
Position in Information Technology Services
Technology · as of Jun 30, 2026GeoWealth Management, LLC holds $3,533,313 across 7 Information Technology Services names. FIS ranks #3 (9.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | ACN |
Accenture plc
|
10,203 | $1,269,661 | |
| 2 | IBM |
International Business Machines Corp
|
3,900 | $1,096,719 | |
| 3 | FIS |
Fidelity National Information Services, Inc.
This page
|
9,003 | $350,036 | |
| 4 | BR |
Broadridge Financial Solutions, Inc.
|
1,970 | $269,791 | |
| 5 | CACI |
Caci International Inc /De/
|
580 | $268,690 | |
| 6 | LDOS |
Leidos Holdings, Inc.
|
1,839 | $189,361 | |
| 7 | WIT |
Wipro Ltd
|
39,580 | $89,055 |
All Filings in FIS
Export CSV
10 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $350,036 | 9,003 | Shares | Other | 2026-07-30 | |
| 2026-03-31 | $349,385 | 7,448 | Shares | Other | 2026-05-13 | |
| 2025-12-31 | $347,187 | 5,224 | Shares | Other | 2026-02-17 | |
| 2025-09-30 | $212,854 | 3,228 | Shares | Other | 2025-11-13 | |
| 2025-06-30 | $86,457 | 1,062 | Shares | Other | 2025-08-13 | |
| 2025-03-31 | $604,758 | 8,098 | Shares | Other | 2025-05-09 | |
| 2024-12-31 | $103,143 | 1,277 | Shares | Other | 2025-02-13 | |
| 2024-09-30 | $112,811 | 1,347 | Shares | Other | 2024-11-12 | |
| 2022-06-30 | $21,817 | 238 | Shares | Other | 2022-08-12 | |
| 2022-03-31 | $20,887 | 208 | Shares | Other | 2022-05-13 | |
| No filing history on record for this holder in this stock. | ||||||