Position in PHM
as of Jun 30, 2026
· filed Jul 30, 2026
Position Value
$467,200
+$99,552 QoQ
Shares Held
3,405
+8.9% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.07%
of 13F equity value
Holder Rank
#601
of 1,035 holders
Holding Since
Sep 2023
12 quarters on record
Voting authority
Sole 4%
Shared 2%
None 94%
Common Shares in PHM Over Time
Shares Held
Position Value (USD)
Position in Residential Construction
Consumer Cyclical · as of Jun 30, 2026GeoWealth Management, LLC holds $1,271,342 across 3 Residential Construction names. PHM ranks #2 (36.7% of the industry book) .
All Filings in PHM
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12 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $467,200 | 3,405 | Shares | Other | 2026-07-30 | |
| 2026-03-31 | $367,648 | 3,126 | Shares | Other | 2026-05-13 | |
| 2025-12-31 | $410,879 | 3,504 | Shares | Other | 2026-02-17 | |
| 2025-09-30 | $488,881 | 3,700 | Shares | Other | 2025-11-13 | |
| 2025-06-30 | $348,650 | 3,306 | Shares | Other | 2025-08-13 | |
| 2025-03-31 | $571,670 | 5,561 | Shares | Other | 2025-05-09 | |
| 2024-12-31 | $375,269 | 3,446 | Shares | Other | 2025-02-13 | |
| 2024-09-30 | $1,344,158 | 9,365 | Shares | Other | 2024-11-12 | |
| 2024-06-30 | $473,760 | 4,303 | Shares | Other | 2024-08-12 | |
| 2024-03-31 | $968,216 | 8,027 | Shares | Other | 2024-05-15 | |
| 2023-12-31 | $143,165 | 1,387 | Shares | Other | 2024-02-13 | |
| 2023-09-30 | $39,837 | 538 | Shares | Other | 2023-11-13 | |
| No filing history on record for this holder in this stock. | ||||||