Position in SE
as of Jun 30, 2026
· filed Jul 30, 2026
Position Value
$413,698
+$108,461 QoQ
Shares Held
4,317
+17.1% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.07%
of 13F equity value
Holder Rank
#493
of 768 holders
Holding Since
Sep 2024
8 quarters on record
Voting authority
Sole 4%
Shared 0%
None 96%
Common Shares in SE Over Time
Shares Held
Position Value (USD)
Position in Internet Retail
Consumer Cyclical · as of Jun 30, 2026GeoWealth Management, LLC holds $18,905,957 across 5 Internet Retail names. SE ranks #4 (2.2% of the industry book) .
All Filings in SE
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8 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $413,698 | 4,317 | Shares | Other | 2026-07-30 | |
| 2026-03-31 | $305,237 | 3,686 | Shares | Other | 2026-05-13 | |
| 2025-12-31 | $707,375 | 5,545 | Shares | Other | 2026-02-17 | |
| 2025-09-30 | $931,004 | 5,209 | Shares | Other | 2025-11-13 | |
| 2025-06-30 | $583,141 | 3,646 | Shares | Other | 2025-08-13 | |
| 2025-03-31 | $466,762 | 3,577 | Shares | Other | 2025-05-09 | |
| 2024-12-31 | $365,620 | 3,446 | Shares | Other | 2025-02-13 | |
| 2024-09-30 | $24,041 | 255 | Shares | Other | 2024-11-12 | |
| No filing history on record for this holder in this stock. | ||||||