Position in NVO
as of Jun 30, 2026
· filed Jul 30, 2026
Position Value
$1,858,633
+$883,435 QoQ
Shares Held
38,770
+46.1% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.29%
of 13F equity value
Holder Rank
#397
of 1,348 holders
Holding Since
Sep 2023
11 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in NVO Over Time
Shares Held
Position Value (USD)
Position in Drug Manufacturers - General
Healthcare · as of Jun 30, 2026GeoWealth Management, LLC holds $25,513,723 across 13 Drug Manufacturers - General names. NVO ranks #6 (7.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | LLY |
ELI LILLY & Co
|
4,153 | $4,981,233 | |
| 2 | ABBV |
AbbVie Inc.
|
14,601 | $3,674,195 | |
| 3 | AZN |
Astrazeneca PLC
|
18,885 | $3,580,973 | |
| 4 | JNJ |
Johnson & Johnson
|
13,367 | $3,394,816 | |
| 5 | NVS |
Novartis AG
|
12,284 | $1,925,148 | |
| 6 | NVO |
Novo Nordisk A S
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|
38,770 | $1,858,633 | |
| 7 | MRK |
Merck & Co., Inc.
|
11,907 | $1,530,049 | |
| 8 | AMGN |
Amgen Inc
|
2,746 | $994,381 |
All Filings in NVO
Export CSV
11 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,858,633 | 38,770 | Shares | Other | 2026-07-30 | |
| 2026-03-31 | $975,198 | 26,536 | Shares | Other | 2026-05-13 | |
| 2025-12-31 | $1,168,917 | 22,974 | Shares | Other | 2026-02-17 | |
| 2025-09-30 | $931,344 | 16,784 | Shares | Other | 2025-11-13 | |
| 2025-06-30 | $1,048,551 | 15,192 | Shares | Other | 2025-08-13 | |
| 2025-03-31 | $737,244 | 10,617 | Shares | Other | 2025-05-09 | |
| 2024-12-31 | $1,387,932 | 16,135 | Shares | Other | 2025-02-13 | |
| 2024-09-30 | $1,782,120 | 14,967 | Shares | Other | 2024-11-12 | |
| 2024-06-30 | $2,998,539 | 21,007 | Shares | Other | 2024-08-12 | |
| 2023-12-31 | $1,396,057 | 13,495 | Shares | Other | 2024-02-13 | |
| 2023-09-30 | $26,190 | 288 | Shares | Other | 2023-11-13 | |
| No filing history on record for this holder in this stock. | ||||||