Position in INTU
as of Jun 30, 2026
· filed Jul 30, 2026
Position Value
$1,871,370
-$2,089,663 QoQ
Shares Held
7,170
-21.7% QoQ
Ownership
0.003%
of shares outstanding
% of Portfolio
0.30%
of 13F equity value
Holder Rank
#688
of 1,740 holders
Holding Since
Sep 2021
18 quarters on record
Voting authority
Sole 1%
Shared 1%
None 98%
Common Shares in INTU Over Time
Shares Held
Position Value (USD)
Position in Software - Application
Technology · as of Jun 30, 2026GeoWealth Management, LLC holds $14,034,724 across 14 Software - Application names. INTU ranks #3 (13.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | CRM |
Salesforce, Inc.
|
22,374 | $3,505,110 | |
| 2 | SAP |
Sap SE
|
13,715 | $2,113,618 | |
| 3 | INTU |
Intuit Inc.
This page
|
7,170 | $1,871,370 | |
| 4 | UBER |
Uber Technologies, Inc
|
22,361 | $1,613,569 | |
| 5 | ADSK |
Autodesk, Inc.
|
5,564 | $1,081,752 | |
| 6 | NOW |
ServiceNow, Inc.
|
10,879 | $1,080,067 | |
| 7 | ADBE |
Adobe Inc.
|
2,524 | $517,470 | |
| 8 | CDNS |
Cadence Design Systems Inc
|
1,341 | $503,304 |
All Filings in INTU
Export CSV
18 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,871,370 | 7,170 | Shares | Other | 2026-07-30 | |
| 2026-03-31 | $3,961,033 | 9,161 | Shares | Other | 2026-05-13 | |
| 2025-12-31 | $5,113,882 | 7,720 | Shares | Other | 2026-02-17 | |
| 2025-09-30 | $2,088,338 | 3,058 | Shares | Other | 2025-11-13 | |
| 2025-06-30 | $2,431,413 | 3,087 | Shares | Other | 2025-08-13 | |
| 2025-03-31 | $1,763,993 | 2,873 | Shares | Other | 2025-05-09 | |
| 2024-12-31 | $2,130,615 | 3,390 | Shares | Other | 2025-02-13 | |
| 2024-09-30 | $1,993,410 | 3,210 | Shares | Other | 2024-11-12 | |
| 2024-06-30 | $2,241,743 | 3,411 | Shares | Other | 2024-08-12 | |
| 2024-03-31 | $1,821,300 | 2,802 | Shares | Other | 2024-05-15 | |
| 2023-12-31 | $1,121,928 | 1,795 | Shares | Other | 2024-02-13 | |
| 2023-03-31 | $1 | 2 | Shares | Other | 2023-05-12 | |
| 2022-12-31 | $305,537 | 785 | Shares | Other | 2023-02-13 | |
| 2022-09-30 | $623,972 | 1,611 | Shares | Other | 2022-11-14 | |
| 2022-06-30 | $657,946 | 1,707 | Shares | Other | 2022-08-12 | |
| 2022-03-31 | $893,400 | 1,858 | Shares | Other | 2022-05-13 | |
| 2021-12-31 | $1,000,850 | 1,556 | Shares | Other | 2022-02-14 | |
| 2021-09-30 | $145,128 | 269 | Shares | Other | 2021-11-12 | |
| No filing history on record for this holder in this stock. | ||||||