Position in GWW
as of Jun 30, 2026
· filed Jul 30, 2026
Position Value
$417,642
+$29,314 QoQ
Shares Held
307
-13.8% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.07%
of 13F equity value
Holder Rank
#871
of 1,357 holders
Holding Since
Jun 2023
12 quarters on record
Voting authority
Sole 4%
Shared 1%
None 95%
Common Shares in GWW Over Time
Shares Held
Position Value (USD)
Position in Industrial Distribution
Industrials · as of Jun 30, 2026GeoWealth Management, LLC holds $1,673,444 across 4 Industrial Distribution names. GWW ranks #2 (25.0% of the industry book) .
All Filings in GWW
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12 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $417,642 | 307 | Shares | Other | 2026-07-30 | |
| 2026-03-31 | $388,328 | 356 | Shares | Other | 2026-05-13 | |
| 2025-12-31 | $315,832 | 313 | Shares | Other | 2026-02-17 | |
| 2025-09-30 | $350,689 | 368 | Shares | Other | 2025-11-13 | |
| 2025-06-30 | $401,532 | 386 | Shares | Other | 2025-08-13 | |
| 2025-03-31 | $403,034 | 408 | Shares | Other | 2025-05-09 | |
| 2024-12-31 | $475,376 | 451 | Shares | Other | 2025-02-13 | |
| 2024-09-30 | $365,661 | 352 | Shares | Other | 2024-11-12 | |
| 2024-06-30 | $337,437 | 374 | Shares | Other | 2024-08-12 | |
| 2024-03-31 | $1,138,358 | 1,119 | Shares | Other | 2024-05-15 | |
| 2023-12-31 | $1,057,408 | 1,276 | Shares | Other | 2024-02-13 | |
| 2023-06-30 | $441,609 | 560 | Shares | Other | 2023-08-10 | |
| No filing history on record for this holder in this stock. | ||||||