GeoWealth Management, LLC
Holdings in PUK
Position Over Time
| Report Date | Value (USD) | Shares | Type | Discretion | Filed |
|---|---|---|---|---|---|
| 2025-12-31 | $874,596 | 28,104 | Shares | Other | 2026-02-17 |
| 2025-09-30 | $632,294 | 22,590 | Shares | Other | 2025-11-13 |
| 2025-06-30 | $566,127 | 22,627 | Shares | Other | 2025-08-13 |
| 2025-03-31 | $691,010 | 32,140 | Shares | Other | 2025-05-09 |
| 2024-12-31 | $507,242 | 31,822 | Shares | Other | 2025-02-13 |
| 2024-09-30 | $671,889 | 36,240 | Shares | Other | 2024-11-12 |
| 2024-06-30 | $623,447 | 34,031 | Shares | Other | 2024-08-12 |
| 2024-03-31 | $0 | 0 | Shares | Other | 2024-05-15 |
| 2023-12-31 | $403,561 | 17,976 | Shares | Other | 2024-02-13 |