Position in ROST
as of Jun 30, 2026
· filed Jul 30, 2026
Position Value
$154,529
-$209,192 QoQ
Shares Held
726
-56.8% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
#1,147
of 1,411 holders
Holding Since
Sep 2024
5 quarters on record
Voting authority
Sole 8%
Shared 6%
None 86%
Common Shares in ROST Over Time
Shares Held
Position Value (USD)
Position in Apparel Retail
Consumer Cyclical · as of Jun 30, 2026GeoWealth Management, LLC holds $4,005,356 across 2 Apparel Retail names. ROST ranks #2 (3.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | TJX |
Tjx Companies Inc /De/
|
25,418 | $3,850,827 | |
| 2 | ROST |
Ross Stores, Inc.
This page
|
726 | $154,529 |
All Filings in ROST
Export CSV
5 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $154,529 | 726 | Shares | Other | 2026-07-30 | |
| 2026-03-31 | $363,721 | 1,679 | Shares | Other | 2026-05-13 | |
| 2025-06-30 | $62,003 | 486 | Shares | Other | 2025-08-13 | |
| 2024-12-31 | $151,572 | 1,002 | Shares | Other | 2025-02-13 | |
| 2024-09-30 | $168,420 | 1,119 | Shares | Other | 2024-11-12 | |
| No filing history on record for this holder in this stock. | ||||||