Position in PYPL
as of Mar 31, 2026
· filed May 13, 2026
Position Value
$229,858
+$14,328 QoQ
Shares Held
5,082
+58.1% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.03%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Dec 2020
18 quarters on record
Voting authority
Sole 7%
Shared 31%
None 63%
Common Shares in PYPL Over Time
Shares Held
Position Value (USD)
Position in Credit Services
Financial Services · as of Jun 30, 2026GeoWealth Management, LLC holds $14,463,330 across 6 Credit Services names.
All Filings in PYPL
Export CSV
18 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $229,858 | 5,082 | Shares | Other | 2026-05-13 | |
| 2025-09-30 | $215,530 | 3,214 | Shares | Other | 2025-11-13 | |
| 2025-06-30 | $224,892 | 3,026 | Shares | Other | 2025-08-13 | |
| 2025-03-31 | $335,972 | 5,149 | Shares | Other | 2025-05-09 | |
| 2024-12-31 | $505,101 | 5,918 | Shares | Other | 2025-02-13 | |
| 2024-09-30 | $336,153 | 4,308 | Shares | Other | 2024-11-12 | |
| 2024-06-30 | $268,040 | 4,619 | Shares | Other | 2024-08-12 | |
| 2024-03-31 | $344,663 | 5,145 | Shares | Other | 2024-05-15 | |
| 2023-12-31 | $542,250 | 8,830 | Shares | Other | 2024-02-13 | |
| 2022-12-31 | $201,695 | 2,832 | Shares | Other | 2023-02-13 | |
| 2022-09-30 | $472,438 | 5,489 | Shares | Other | 2022-11-14 | |
| 2022-06-30 | $414,360 | 5,933 | Shares | Other | 2022-08-12 | |
| 2022-03-31 | $927,166 | 8,017 | Shares | Other | 2022-05-13 | |
| 2021-12-31 | $1,490,912 | 7,906 | Shares | Other | 2022-02-14 | |
| 2021-09-30 | $1,597,689 | 6,140 | Shares | Other | 2021-11-12 | |
| 2021-06-30 | $70,538 | 242 | Shares | Other | 2021-08-17 | |
| 2021-03-31 | $65,809 | 271 | Shares | Other | 2021-05-13 | |
| 2020-12-31 | $69,791 | 298 | Shares | Other | 2021-02-12 | |
| No filing history on record for this holder in this stock. | ||||||