GeoWealth Management, LLC
Holdings in PHG
Position Over Time
| Report Date | Value (USD) | Shares | Type | Discretion | Filed |
|---|---|---|---|---|---|
| 2025-12-31 | $960,717 | 35,477 | Shares | Other | 2026-02-17 |
| 2025-09-30 | $745,724 | 27,356 | Shares | Other | 2025-11-13 |
| 2025-06-30 | $656,812 | 27,390 | Shares | Other | 2025-08-13 |
| 2025-03-31 | $526,846 | 20,742 | Shares | Other | 2025-05-09 |
| 2024-12-31 | $487,536 | 19,255 | Shares | Other | 2025-02-13 |
| 2024-09-30 | $603,029 | 18,430 | Shares | Other | 2024-11-12 |
| 2024-06-30 | $483,260 | 19,177 | Shares | Other | 2024-08-12 |
| 2024-03-31 | $0 | 0 | Shares | Other | 2024-05-15 |
| 2023-12-31 | $363,271 | 15,571 | Shares | Other | 2024-02-13 |