Position in SNOW
as of Jun 30, 2026
· filed Jul 30, 2026
Position Value
$298,274
+$133,730 QoQ
Shares Held
1,172
+7.4% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.05%
of 13F equity value
Holder Rank
#1,038
of 1,453 holders
Holding Since
Dec 2023
10 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in SNOW Over Time
Shares Held
Position Value (USD)
Position in Software - Application
Technology · as of Jun 30, 2026GeoWealth Management, LLC holds $14,034,724 across 14 Software - Application names. SNOW ranks #11 (2.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | CRM |
Salesforce, Inc.
|
22,374 | $3,505,110 | |
| 2 | SAP |
Sap SE
|
13,715 | $2,113,618 | |
| 3 | INTU |
Intuit Inc.
|
7,170 | $1,871,370 | |
| 4 | UBER |
Uber Technologies, Inc
|
22,361 | $1,613,569 | |
| 5 | ADSK |
Autodesk, Inc.
|
5,564 | $1,081,752 | |
| 6 | NOW |
ServiceNow, Inc.
|
10,879 | $1,080,067 | |
| 7 | ADBE |
Adobe Inc.
|
2,524 | $517,470 | |
| 8 | CDNS |
Cadence Design Systems Inc
|
1,341 | $503,304 |
All Filings in SNOW
Export CSV
10 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $298,274 | 1,172 | Shares | Other | 2026-07-30 | |
| 2026-03-31 | $164,544 | 1,091 | Shares | Other | 2026-05-13 | |
| 2025-12-31 | $177,900 | 811 | Shares | Other | 2026-02-17 | |
| 2025-09-30 | $240,887 | 1,068 | Shares | Other | 2025-11-13 | |
| 2025-06-30 | $244,804 | 1,094 | Shares | Other | 2025-08-13 | |
| 2025-03-31 | $157,852 | 1,080 | Shares | Other | 2025-05-09 | |
| 2024-12-31 | $173,710 | 1,125 | Shares | Other | 2025-02-13 | |
| 2024-09-30 | $85,110 | 741 | Shares | Other | 2024-11-12 | |
| 2024-03-31 | $296,535 | 1,835 | Shares | Other | 2024-05-15 | |
| 2023-12-31 | $240,591 | 1,209 | Shares | Other | 2024-02-13 | |
| No filing history on record for this holder in this stock. | ||||||