Position in KLAC
as of Jun 30, 2026
· filed Jul 30, 2026
Position Value
$1,008,314
+$587,205 QoQ
Shares Held
3,342
+16.9% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.16%
of 13F equity value
Holder Rank
#1,430
of 2,471 holders
Holding Since
Mar 2023
14 quarters on record
Voting authority
Sole 14%
Shared 0%
None 86%
Common Shares in KLAC Over Time
Shares Held
Position Value (USD)
Position in Semiconductor Equipment & Materials
Technology · as of Jun 30, 2026GeoWealth Management, LLC holds $18,180,288 across 5 Semiconductor Equipment & Materials names. KLAC ranks #4 (5.5% of the industry book) .
All Filings in KLAC
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14 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,008,314 | 3,342 | Shares | Other | 2026-07-30 | |
| 2026-03-31 | $421,109 | 286 | Shares | Other | 2026-05-13 | |
| 2025-12-31 | $433,783 | 357 | Shares | Other | 2026-02-17 | |
| 2025-09-30 | $400,160 | 371 | Shares | Other | 2025-11-13 | |
| 2025-06-30 | $332,319 | 371 | Shares | Other | 2025-08-13 | |
| 2025-03-31 | $247,447 | 364 | Shares | Other | 2025-05-09 | |
| 2024-12-31 | $447,385 | 710 | Shares | Other | 2025-02-13 | |
| 2024-09-30 | $683,029 | 882 | Shares | Other | 2024-11-12 | |
| 2024-06-30 | $817,089 | 991 | Shares | Other | 2024-08-12 | |
| 2024-03-31 | $2,390,506 | 3,422 | Shares | Other | 2024-05-15 | |
| 2023-12-31 | $449,344 | 773 | Shares | Other | 2024-02-13 | |
| 2023-09-30 | $94,483 | 206 | Shares | Other | 2023-11-13 | |
| 2023-06-30 | $81,483 | 168 | Shares | Other | 2023-08-10 | |
| 2023-03-31 | $57,480 | 144 | Shares | Other | 2023-05-12 | |
| No filing history on record for this holder in this stock. | ||||||