Position in PUK
as of Jun 30, 2026
· filed Jul 30, 2026
Position Value
$885,668
-$58,435 QoQ
Shares Held
33,035
-0.5% QoQ
Ownership
0.003%
of shares outstanding
% of Portfolio
0.14%
of 13F equity value
Holder Rank
#73
of 278 holders
Holding Since
Dec 2023
11 quarters on record
Voting authority
Sole 1%
Shared 0%
None 99%
Common Shares in PUK Over Time
Shares Held
Position Value (USD)
Position in Insurance - Life
Financial Services · as of Jun 30, 2026GeoWealth Management, LLC holds $2,273,701 across 4 Insurance - Life names. PUK ranks #1 (39.0% of the industry book) .
All Filings in PUK
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11 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $885,668 | 33,035 | Shares | Other | 2026-07-30 | |
| 2026-03-31 | $944,103 | 33,208 | Shares | Other | 2026-05-13 | |
| 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 | $476,701 | 24,738 | Shares | Other | 2024-05-15 | |
| 2023-12-31 | $403,561 | 17,976 | Shares | Other | 2024-02-13 | |
| No filing history on record for this holder in this stock. | ||||||