Position in IQV
as of Jun 30, 2026
· filed Jul 30, 2026
Position Value
$1,952,294
+$84,199 QoQ
Shares Held
10,104
-7.8% QoQ
Ownership
0.006%
of shares outstanding
% of Portfolio
0.31%
of 13F equity value
Holder Rank
#419
of 1,077 holders
Holding Since
Mar 2023
12 quarters on record
Voting authority
Sole 1%
Shared 0%
None 99%
Common Shares in IQV Over Time
Shares Held
Position Value (USD)
Position in Diagnostics & Research
Healthcare · as of Jun 30, 2026GeoWealth Management, LLC holds $7,278,335 across 7 Diagnostics & Research names. IQV ranks #2 (26.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | TMO |
Thermo Fisher Scientific Inc.
|
7,251 | $3,635,361 | |
| 2 | IQV |
Iqvia Holdings Inc.
This page
|
10,104 | $1,952,294 | |
| 3 | ILMN |
Illumina, Inc.
|
3,678 | $646,702 | |
| 4 | LH |
Labcorp Holdings Inc.
|
1,237 | $346,360 | |
| 5 | DHR |
Danaher Corp /De/
|
1,562 | $297,529 | |
| 6 | NTRA |
Natera, Inc.
|
799 | $216,888 | |
| 7 | IDXX |
Idexx Laboratories Inc /De
|
348 | $183,201 |
All Filings in IQV
Export CSV
12 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,952,294 | 10,104 | Shares | Other | 2026-07-30 | |
| 2026-03-31 | $1,868,095 | 10,954 | Shares | Other | 2026-05-13 | |
| 2025-12-31 | $2,439,837 | 10,824 | Shares | Other | 2026-02-17 | |
| 2025-09-30 | $1,868,059 | 9,835 | Shares | Other | 2025-11-13 | |
| 2025-06-30 | $703,954 | 4,467 | Shares | Other | 2025-08-13 | |
| 2025-03-31 | $544,767 | 3,090 | Shares | Other | 2025-05-09 | |
| 2024-12-31 | $572,237 | 2,912 | Shares | Other | 2025-02-13 | |
| 2024-09-30 | $833,186 | 3,516 | Shares | Other | 2024-11-12 | |
| 2024-06-30 | $627,976 | 2,970 | Shares | Other | 2024-08-12 | |
| 2023-12-31 | $179,550 | 776 | Shares | Other | 2024-02-13 | |
| 2023-09-30 | $47,613 | 242 | Shares | Other | 2023-11-13 | |
| 2023-03-31 | $18,496 | 93 | Shares | Other | 2023-05-12 | |
| No filing history on record for this holder in this stock. | ||||||