Position in HOOD
as of Jun 30, 2026
· filed Jul 30, 2026
Position Value
$570,492
+$328,705 QoQ
Shares Held
5,689
+63.1% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.09%
of 13F equity value
Holder Rank
#798
of 1,380 holders
Holding Since
Dec 2024
6 quarters on record
Voting authority
Sole 8%
Shared 2%
None 90%
Common Shares in HOOD Over Time
Shares Held
Position Value (USD)
Position in Capital Markets
Financial Services · as of Jun 30, 2026GeoWealth Management, LLC holds $7,354,970 across 7 Capital Markets names. HOOD ranks #4 (7.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | SCHW |
Schwab Charles Corp
|
37,919 | $3,498,786 | |
| 2 | GS |
Goldman Sachs Group Inc
|
1,608 | $1,626,282 | |
| 3 | MS |
Morgan Stanley
|
5,442 | $1,137,595 | |
| 4 | HOOD |
Robinhood Markets, Inc.
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|
5,689 | $570,492 | |
| 5 | IBKR |
Interactive Brokers Group, Inc.
|
2,873 | $250,065 | |
| 6 | IREN |
IREN Ltd
|
3,815 | $174,459 | |
| 7 | NMR |
Nomura Holdings Inc
|
11,081 | $97,291 |
All Filings in HOOD
Export CSV
6 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $570,492 | 5,689 | Shares | Other | 2026-07-30 | |
| 2026-03-31 | $241,787 | 3,489 | Shares | Other | 2026-05-13 | |
| 2025-12-31 | $437,810 | 3,871 | Shares | Other | 2026-02-17 | |
| 2025-09-30 | $630,564 | 4,404 | Shares | Other | 2025-11-13 | |
| 2025-06-30 | $586,779 | 6,267 | Shares | Other | 2025-08-13 | |
| 2024-12-31 | $53,207 | 1,428 | Shares | Other | 2025-02-13 | |
| No filing history on record for this holder in this stock. | ||||||