Position in FTNT
as of Jun 30, 2026
· filed Jul 30, 2026
Position Value
$351,021
+$90,633 QoQ
Shares Held
2,285
-7.2% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.06%
of 13F equity value
Holder Rank
#1,087
of 1,560 holders
Holding Since
Jun 2023
7 quarters on record
Voting authority
Sole 8%
Shared 3%
None 90%
Common Shares in FTNT Over Time
Shares Held
Position Value (USD)
Position in Software - Infrastructure
Technology · as of Jun 30, 2026GeoWealth Management, LLC holds $27,465,778 across 12 Software - Infrastructure names. FTNT ranks #10 (1.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MSFT |
Microsoft Corp
|
48,646 | $18,145,930 | |
| 2 | ORCL |
Oracle Corp
|
12,758 | $1,869,684 | |
| 3 | PANW |
Palo Alto Networks Inc
|
4,783 | $1,631,098 | |
| 4 | NTCT |
Netscout Systems Inc
|
31,644 | $1,378,096 | |
| 5 | PLTR |
Palantir Technologies Inc.
|
8,840 | $1,031,362 | |
| 6 | FFIV |
F5, Inc.
|
2,283 | $949,636 | |
| 7 | CRWD |
CrowdStrike Holdings, Inc.
|
3,412 | $650,958 | |
| 8 | CHKP |
Check Point Software Technologies Ltd
|
4,745 | $623,635 |
All Filings in FTNT
Export CSV
7 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $351,021 | 2,285 | Shares | Other | 2026-07-30 | |
| 2025-06-30 | $260,388 | 2,463 | Shares | Other | 2025-08-13 | |
| 2025-03-31 | $1,322,034 | 13,734 | Shares | Other | 2025-05-09 | |
| 2024-12-31 | $221,839 | 2,348 | Shares | Other | 2025-02-13 | |
| 2024-09-30 | $186,120 | 2,400 | Shares | Other | 2024-11-12 | |
| 2024-03-31 | $233,073 | 3,412 | Shares | Other | 2024-05-15 | |
| 2023-06-30 | $30,311 | 401 | Shares | Other | 2023-08-10 | |
| No filing history on record for this holder in this stock. | ||||||