GeoWealth Management, LLC
Position in RUNN — Strategic Trust Running Oak Efficient Growth ETF
CIK 1593387
CHICAGO, IL
Position in RUNN
as of Mar 31, 2026
· filed May 13, 2026
Position Value
$8,164,912
-$13,156 QoQ
Shares Held
253,490
+3.3% QoQ
Ownership
—
of shares outstanding
% of Portfolio
1.12%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Dec 2024
6 quarters on record
Voting authority
Sole 71%
Shared 13%
None 17%
Common Shares in RUNN Over Time
Shares Held
Position Value (USD)
All Filings in RUNN
Export CSV
6 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $8,164,912 | 253,490 | Shares | Other | 2026-05-13 | |
| 2025-12-31 | $8,178,068 | 245,293 | Shares | Other | 2026-02-17 | |
| 2025-09-30 | $8,632,669 | 251,909 | Shares | Other | 2025-11-13 | |
| 2025-06-30 | $8,310,105 | 245,585 | Shares | Other | 2025-08-13 | |
| 2025-03-31 | $7,623,806 | 235,085 | Shares | Other | 2025-05-09 | |
| 2024-12-31 | $7,273,465 | 221,955 | Shares | Other | 2025-02-13 | |
| No filing history on record for this holder in this stock. | ||||||