Position in IREN
as of Jun 30, 2026
· filed Jul 30, 2026
Position Value
$174,459
New position
Shares Held
3,815
first reported quarter
Ownership
0.001%
of shares outstanding
% of Portfolio
0.03%
of 13F equity value
Holder Rank
#504
of 672 holders
Holding Since
Jun 2026
1 quarter on record
Voting authority
Sole 12%
Shared 35%
None 52%
Position in Capital Markets
Financial Services · as of Jun 30, 2026GeoWealth Management, LLC holds $7,354,970 across 7 Capital Markets names. IREN ranks #6 (2.4% 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.
|
2,873 | $250,065 | |
| 6 | IREN |
IREN Ltd
This page
|
3,815 | $174,459 | |
| 7 | NMR |
Nomura Holdings Inc
|
11,081 | $97,291 |
All Filings in IREN
Export CSV
1 filing row on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $174,459 | 3,815 | Shares | Other | 2026-07-30 | |
| No filing history on record for this holder in this stock. | ||||||