Position in HD
as of Jun 30, 2026
· filed Jul 30, 2026
Position Value
$1,208,987
+$151,935 QoQ
Shares Held
3,428
+6.7% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.19%
of 13F equity value
Holder Rank
#2,188
of 4,083 holders
Holding Since
Jun 2020
23 quarters on record
Voting authority
Sole 12%
Shared 8%
None 80%
Common Shares in HD Over Time
Shares Held
Position Value (USD)
Position in Home Improvement Retail
Consumer Cyclical · as of Jun 30, 2026GeoWealth Management, LLC holds $1,727,138 across 2 Home Improvement Retail names. HD ranks #1 (70.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | HD |
Home Depot, Inc.
This page
|
3,428 | $1,208,987 | |
| 2 | LOW |
Lowes Companies Inc
|
2,350 | $518,151 |
All Filings in HD
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23 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,208,987 | 3,428 | Shares | Other | 2026-07-30 | |
| 2026-03-31 | $1,057,052 | 3,214 | Shares | Other | 2026-05-13 | |
| 2025-12-31 | $1,089,764 | 3,167 | Shares | Other | 2026-02-17 | |
| 2025-09-30 | $1,385,344 | 3,419 | Shares | Other | 2025-11-13 | |
| 2025-06-30 | $1,164,448 | 3,176 | Shares | Other | 2025-08-13 | |
| 2025-03-31 | $1,001,616 | 2,733 | Shares | Other | 2025-05-09 | |
| 2024-12-31 | $1,835,254 | 4,718 | Shares | Other | 2025-02-13 | |
| 2024-09-30 | $2,017,490 | 4,979 | Shares | Other | 2024-11-12 | |
| 2024-06-30 | $1,851,666 | 5,379 | Shares | Other | 2024-08-12 | |
| 2024-03-31 | $1,878,489 | 4,897 | Shares | Other | 2024-05-15 | |
| 2023-12-31 | $943,655 | 2,723 | Shares | Other | 2024-02-13 | |
| 2023-09-30 | $48,647 | 161 | Shares | Other | 2023-11-13 | |
| 2023-06-30 | $22,365 | 72 | Shares | Other | 2023-08-10 | |
| 2022-12-31 | $34,428 | 109 | Shares | Other | 2023-02-13 | |
| 2022-09-30 | $60,705 | 220 | Shares | Other | 2022-11-14 | |
| 2022-06-30 | $60,613 | 221 | Shares | Other | 2022-08-12 | |
| 2022-03-31 | $45,198 | 151 | Shares | Other | 2022-05-13 | |
| 2021-12-31 | $40,670 | 98 | Shares | Other | 2022-02-14 | |
| 2021-09-30 | $24,291 | 74 | Shares | Other | 2021-11-12 | |
| 2021-06-30 | $64,734 | 203 | Shares | Other | 2021-08-17 | |
| 2021-03-31 | $68,986 | 226 | Shares | Other | 2021-05-13 | |
| 2020-12-31 | $55,514 | 209 | Shares | Other | 2021-02-12 | |
| 2020-06-30 | $234,226 | 935 | Shares | Other | 2020-08-14 | |
| No filing history on record for this holder in this stock. | ||||||