Position in HWM
as of Jun 30, 2026
· filed Jul 30, 2026
Position Value
$846,371
+$181,494 QoQ
Shares Held
3,148
+9.1% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.13%
of 13F equity value
Holder Rank
#819
of 1,603 holders
Holding Since
Sep 2024
8 quarters on record
Voting authority
Sole 6%
Shared 3%
None 92%
Common Shares in HWM Over Time
Shares Held
Position Value (USD)
Position in Aerospace & Defense
Industrials · as of Jun 30, 2026GeoWealth Management, LLC holds $10,974,564 across 13 Aerospace & Defense names. HWM ranks #5 (7.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | GE |
General Electric Co
|
6,221 | $2,324,974 | |
| 2 | GD |
General Dynamics Corp
|
4,812 | $1,704,602 | |
| 3 | RTX |
RTX Corp
|
8,068 | $1,530,741 | |
| 4 | CW |
Curtiss Wright Corp
|
1,985 | $1,504,153 | |
| 5 | HWM |
Howmet Aerospace Inc.
This page
|
3,148 | $846,371 | |
| 6 | LMT |
Lockheed Martin Corp
|
1,568 | $798,833 | |
| 7 | BA |
Boeing Co
|
2,029 | $439,217 | |
| 8 | EMBJ |
Embraer S.A.
|
6,226 | $397,218 |
All Filings in HWM
Export CSV
8 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $846,371 | 3,148 | Shares | Other | 2026-07-30 | |
| 2026-03-31 | $664,877 | 2,885 | Shares | Other | 2026-05-13 | |
| 2025-12-31 | $335,207 | 1,635 | Shares | Other | 2026-02-17 | |
| 2025-09-30 | $447,993 | 2,283 | Shares | Other | 2025-11-13 | |
| 2025-06-30 | $1,701,414 | 9,141 | Shares | Other | 2025-08-13 | |
| 2025-03-31 | $908,499 | 7,003 | Shares | Other | 2025-05-09 | |
| 2024-12-31 | $128,072 | 1,171 | Shares | Other | 2025-02-13 | |
| 2024-09-30 | $103,758 | 1,035 | Shares | Other | 2024-11-12 | |
| No filing history on record for this holder in this stock. | ||||||