GeoWealth Management, LLC
Position in IBKR — Interactive Brokers Group, Inc.
CIK 1593387
CHICAGO, IL
Position in IBKR
as of Jun 30, 2026
· filed Jul 30, 2026
Position Value
$250,065
+$42,014 QoQ
Shares Held
2,873
-7.4% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.04%
of 13F equity value
Holder Rank
#831
of 1,105 holders
Holding Since
Jun 2020
18 quarters on record
Voting authority
Sole 3%
Shared 0%
None 97%
Common Shares in IBKR 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. IBKR ranks #5 (3.4% 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.
|
5,689 | $570,492 | |
| 5 | IBKR |
Interactive Brokers Group, Inc.
This page
|
2,873 | $250,065 | |
| 6 | IREN |
IREN Ltd
|
3,815 | $174,459 | |
| 7 | NMR |
Nomura Holdings Inc
|
11,081 | $97,291 |
All Filings in IBKR
Export CSV
18 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $250,065 | 2,873 | Shares | Other | 2026-07-30 | |
| 2026-03-31 | $208,051 | 3,102 | Shares | Other | 2026-05-13 | |
| 2025-12-31 | $247,400 | 3,847 | Shares | Other | 2026-02-17 | |
| 2025-09-30 | $267,602 | 3,889 | Shares | Other | 2025-11-13 | |
| 2025-06-30 | $266,632 | 4,812 | Shares | Other | 2025-08-13 | |
| 2025-03-31 | $210,630 | 1,272 | Shares | Other | 2025-05-09 | |
| 2024-12-31 | $343,975 | 1,947 | Shares | Other | 2025-02-13 | |
| 2024-09-30 | $326,102 | 2,340 | Shares | Other | 2024-11-12 | |
| 2024-06-30 | $353,946 | 2,887 | Shares | Other | 2024-08-12 | |
| 2024-03-31 | $285,418 | 2,555 | Shares | Other | 2024-05-15 | |
| 2023-12-31 | $71,790 | 866 | Shares | Other | 2024-02-13 | |
| 2023-09-30 | $62,323 | 720 | Shares | Other | 2023-11-13 | |
| 2023-06-30 | $16,364 | 197 | Shares | Other | 2023-08-10 | |
| 2023-03-31 | $17,255 | 209 | Shares | Other | 2023-05-12 | |
| 2021-03-31 | $393,466 | 5,387 | Shares | Sole | 2021-05-13 | |
| 2020-12-31 | $406,701 | 6,676 | Shares | Sole | 2021-02-12 | |
| 2020-09-30 | $291,768 | 6,037 | Shares | Sole | 2020-11-13 | |
| 2020-06-30 | $270,210 | 6,469 | Shares | Sole | 2020-08-14 | |
| No filing history on record for this holder in this stock. | ||||||