Position in ICE
as of Jun 30, 2026
· filed Jul 30, 2026
Position Value
$1,748,408
+$580,762 QoQ
Shares Held
14,202
+91.3% QoQ
Ownership
0.003%
of shares outstanding
% of Portfolio
0.28%
of 13F equity value
Holder Rank
#707
of 1,650 holders
Holding Since
Mar 2024
10 quarters on record
Voting authority
Sole 1%
Shared 0%
None 99%
Common Shares in ICE Over Time
Shares Held
Position Value (USD)
Position in Financial Data & Stock Exchanges
Financial Services · as of Jun 30, 2026GeoWealth Management, LLC holds $6,501,806 across 5 Financial Data & Stock Exchanges names. ICE ranks #2 (26.9% of the industry book) .
All Filings in ICE
Export CSV
10 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,748,408 | 14,202 | Shares | Other | 2026-07-30 | |
| 2026-03-31 | $1,167,646 | 7,424 | Shares | Other | 2026-05-13 | |
| 2025-12-31 | $392,591 | 2,424 | Shares | Other | 2026-02-17 | |
| 2025-09-30 | $383,460 | 2,276 | Shares | Other | 2025-11-13 | |
| 2025-06-30 | $413,357 | 2,253 | Shares | Other | 2025-08-13 | |
| 2025-03-31 | $225,802 | 1,309 | Shares | Other | 2025-05-09 | |
| 2024-12-31 | $306,513 | 2,057 | Shares | Other | 2025-02-13 | |
| 2024-09-30 | $395,495 | 2,462 | Shares | Other | 2024-11-12 | |
| 2024-06-30 | $365,085 | 2,667 | Shares | Other | 2024-08-12 | |
| 2024-03-31 | $268,538 | 1,954 | Shares | Other | 2024-05-15 | |
| No filing history on record for this holder in this stock. | ||||||