Position in MS
as of Jun 30, 2026
· filed Jul 30, 2026
Position Value
$1,137,595
+$212,548 QoQ
Shares Held
5,442
-3.2% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.18%
of 13F equity value
Holder Rank
#1,327
of 2,722 holders
Holding Since
Jun 2021
21 quarters on record
Voting authority
Sole 3%
Shared 2%
None 95%
Common Shares in MS Over Time
Shares Held
Position Value (USD)
Position in Capital Markets
Financial Services · as of Jun 30, 2026GeoWealth Management, LLC holds $7,354,970 across 7 Capital Markets names. MS ranks #3 (15.5% 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
This page
|
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
|
3,815 | $174,459 | |
| 7 | NMR |
Nomura Holdings Inc
|
11,081 | $97,291 |
All Filings in MS
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21 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,137,595 | 5,442 | Shares | Other | 2026-07-30 | |
| 2026-03-31 | $925,047 | 5,621 | Shares | Other | 2026-05-13 | |
| 2025-12-31 | $827,822 | 4,663 | Shares | Other | 2026-02-17 | |
| 2025-09-30 | $798,138 | 5,021 | Shares | Other | 2025-11-13 | |
| 2025-06-30 | $745,431 | 5,292 | Shares | Other | 2025-08-13 | |
| 2025-03-31 | $725,336 | 6,217 | Shares | Other | 2025-05-09 | |
| 2024-12-31 | $1,540,446 | 12,253 | Shares | Other | 2025-02-13 | |
| 2024-09-30 | $728,012 | 6,984 | Shares | Other | 2024-11-12 | |
| 2024-06-30 | $757,206 | 7,791 | Shares | Other | 2024-08-12 | |
| 2024-03-31 | $693,205 | 7,362 | Shares | Other | 2024-05-15 | |
| 2023-12-31 | $240,212 | 2,576 | Shares | Other | 2024-02-13 | |
| 2023-09-30 | $86,406 | 1,058 | Shares | Other | 2023-11-13 | |
| 2023-06-30 | $93,086 | 1,090 | Shares | Other | 2023-08-10 | |
| 2023-03-31 | $86,395 | 984 | Shares | Other | 2023-05-12 | |
| 2022-12-31 | $110,526 | 1,300 | Shares | Other | 2023-02-13 | |
| 2022-09-30 | $98,841 | 1,251 | Shares | Other | 2022-11-14 | |
| 2022-06-30 | $40,843 | 537 | Shares | Other | 2022-08-12 | |
| 2022-03-31 | $43,175 | 494 | Shares | Other | 2022-05-13 | |
| 2021-12-31 | $37,202 | 379 | Shares | Other | 2022-02-14 | |
| 2021-09-30 | $26,857 | 276 | Shares | Other | 2021-11-12 | |
| 2021-06-30 | $83,529 | 911 | Shares | Other | 2021-08-17 | |
| No filing history on record for this holder in this stock. | ||||||