Skip to main content

GeoWealth Management, LLC

Position in GROZ — Zacks Focus Growth ETF

CIK 1593387 CHICAGO, IL

Position in GROZ

as of Mar 31, 2026 · filed May 13, 2026
Position Value
$4,532,042
+$3,152,064 QoQ
Shares Held
164,401
+255.0% QoQ
Ownership
of shares outstanding
% of Portfolio
0.62%
of 13F equity value
Holder Rank
not a current holder
Holding Since
Jun 2025
4 quarters on record
Voting authority Sole 0% Shared 1% None 99%

Common Shares in GROZ Over Time

Shares Held

Position Value (USD)

All Filings in GROZ

Export CSV
4 filing rows on record
Report Date Value (USD) Shares
2026-03-31 $4,532,042 164,401
2025-12-31 $1,379,978 46,308
2025-09-30 $635,271 21,655
2025-06-30 $127,508 4,814