GeoWealth Management, LLC

Position in LOW — Lowes Companies Inc

CIK 1593387 CHICAGO, IL

Position in LOW

as of Jun 30, 2026 · filed Jul 30, 2026 Compact

Position Value

$518,151

-$26,238 QoQ

Shares Held

2,350

+2.0% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.08%

of 13F equity value

Holder Rank

#1,648

of 2,642 holders

Holding Since

Dec 2020

16 quarters on record

Voting authority Sole 4% Shared 0% None 96%

Consumer Cyclical · as of Jun 30, 2026

GeoWealth Management, LLC holds $1,727,138 across 2 Home Improvement Retail names. LOW ranks #2 (30.0% of the industry book) .

#	Ticker	Company	Shares	Value (USD)	Open
1	HD	Home Depot, Inc.	3,428	$1,208,987
2	LOW	Lowes Companies Inc This page	2,350	$518,151

16 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$518,151	2,350	+2.0%	Shares	Other	2026-07-30
2026-03-31	$544,389	2,304	-10.1%	Shares	Other	2026-05-13
2025-12-31	$618,093	2,563	-3.5%	Shares	Other	2026-02-17
2025-09-30	$667,228	2,655	+2.4%	Shares	Other	2025-11-13
2025-06-30	$575,530	2,594	-42.9%	Shares	Other	2025-08-13
2025-03-31	$1,060,030	4,545	-18.1%	Shares	Other	2025-05-09
2024-12-31	$1,369,986	5,551	-6.3%	Shares	Other	2025-02-13
2024-09-30	$1,605,327	5,927	-2.5%	Shares	Other	2024-11-12
2024-06-30	$1,339,735	6,077	-27.0%	Shares	Other	2024-08-12
2024-03-31	$2,121,646	8,329	-8.7%	Shares	Other	2024-05-15
2023-12-31	$2,029,210	9,118	+2220.1%	Shares	Other	2024-02-13
2023-09-30	$81,681	393	-31.9%	Shares	Other	2023-11-13
2023-06-30	$130,228	577	+37.4%	Shares	Other	2023-08-10
2023-03-31	$83,987	420	-28.7%	Shares	Other	2023-05-12
2022-09-30	$110,620	589	-82.0%	Shares	Other	2022-11-14
2020-12-31	$525,670	3,275	—	Shares	Other	2021-02-12
No filing history on record for this holder in this stock.