Position in PHG
as of Mar 31, 2026
· filed May 13, 2026
Position Value
$1,309,172
+$348,455 QoQ
Shares Held
47,780
+34.7% QoQ
Ownership
0.005%
of shares outstanding
% of Portfolio
0.23%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Dec 2023
10 quarters on record
Voting authority
Sole 0.1527835914608623.ToString("F0")%
Shared 0.ToString("F0")%
None 99.84721640853914.ToString("F0")%
Common Shares in PHG Over Time
Shares Held
Position Value (USD)
Position in Medical Devices
Healthcare · as of Mar 31, 2026GeoWealth Management, LLC holds $9,631,162 across 7 Medical Devices names. PHG ranks #2 (13.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MDT |
Medtronic plc
|
51,461 | $4,459,095 | |
| 2 | PHG |
Koninklijke Philips NV
This page
|
47,780 | $1,309,172 | |
| 3 | SYK |
Stryker Corp
|
3,911 | $1,285,115 | |
| 4 | ABT |
Abbott Laboratories
|
8,381 | $860,477 | |
| 5 | DXCM |
Dexcom Inc
|
12,728 | $799,318 | |
| 6 | BSX |
Boston Scientific Corp
|
7,429 | $466,169 | |
| 7 | SNN |
Smith & Nephew PLC
|
14,217 | $451,816 |
All Filings in PHG
Export CSV
10 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $1,309,172 | 47,780 | Shares | Other | 2026-05-13 | |
| 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 | $442,200 | 22,110 | Shares | Other | 2024-05-15 | |
| 2023-12-31 | $363,271 | 15,571 | Shares | Other | 2024-02-13 | |
| No filing history on record for this holder in this stock. | ||||||