Position in J
as of Jun 30, 2026
· filed Jul 30, 2026
Position Value
$206,514
-$128,232 QoQ
Shares Held
1,639
-37.7% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.03%
of 13F equity value
Holder Rank
#648
of 859 holders
Holding Since
Jun 2024
9 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in J Over Time
Shares Held
Position Value (USD)
Position in Engineering & Construction
Industrials · as of Jun 30, 2026GeoWealth Management, LLC holds $3,472,859 across 6 Engineering & Construction names. J ranks #4 (5.9% of the industry book) .
All Filings in J
Export CSV
9 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $206,514 | 1,639 | Shares | Other | 2026-07-30 | |
| 2026-03-31 | $334,746 | 2,630 | Shares | Other | 2026-05-13 | |
| 2025-12-31 | $328,898 | 2,483 | Shares | Other | 2026-02-17 | |
| 2025-09-30 | $403,423 | 2,692 | Shares | Other | 2025-11-13 | |
| 2025-06-30 | $376,735 | 2,866 | Shares | Other | 2025-08-13 | |
| 2025-03-31 | $170,817 | 1,413 | Shares | Other | 2025-05-09 | |
| 2024-12-31 | $213,925 | 1,601 | Shares | Other | 2025-02-13 | |
| 2024-09-30 | $162,185 | 1,239 | Shares | Other | 2024-11-12 | |
| 2024-06-30 | $220,462 | 1,578 | Shares | Other | 2024-08-12 | |
| No filing history on record for this holder in this stock. | ||||||