Position in ROKU
as of Jun 30, 2026
· filed Jul 30, 2026
Position Value
$596,212
+$211,109 QoQ
Shares Held
4,316
+6.0% QoQ
Ownership
0.003%
of shares outstanding
% of Portfolio
0.09%
of 13F equity value
Holder Rank
#412
of 775 holders
Holding Since
Dec 2024
5 quarters on record
Voting authority
Sole 0%
Shared 1%
None 99%
Common Shares in ROKU Over Time
Shares Held
Position Value (USD)
Position in Entertainment
Communication Services · as of Jun 30, 2026GeoWealth Management, LLC holds $4,133,978 across 4 Entertainment names. ROKU ranks #3 (14.4% of the industry book) .
All Filings in ROKU
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5 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $596,212 | 4,316 | Shares | Other | 2026-07-30 | |
| 2026-03-31 | $385,103 | 4,070 | Shares | Other | 2026-05-13 | |
| 2025-12-31 | $210,904 | 1,944 | Shares | Other | 2026-02-17 | |
| 2025-06-30 | $15,995 | 182 | Shares | Other | 2025-08-13 | |
| 2024-12-31 | $15,537 | 209 | Shares | Other | 2025-02-13 | |
| No filing history on record for this holder in this stock. | ||||||