Position in TER
as of Jun 30, 2026
· filed Jul 30, 2026
Position Value
$235,630
+$205,238 QoQ
Shares Held
487
+44.1% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.04%
of 13F equity value
Holder Rank
#1,145
of 1,416 holders
Holding Since
Sep 2024
5 quarters on record
Voting authority
Sole 1%
Shared 0%
None 99%
Common Shares in TER Over Time
Shares Held
Position Value (USD)
Position in Semiconductor Equipment & Materials
Technology · as of Jun 30, 2026GeoWealth Management, LLC holds $18,180,288 across 5 Semiconductor Equipment & Materials names. TER ranks #5 (1.3% of the industry book) .
All Filings in TER
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5 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $235,630 | 487 | Shares | Other | 2026-07-30 | |
| 2025-06-30 | $30,392 | 338 | Shares | Other | 2025-08-13 | |
| 2025-03-31 | $14,785 | 179 | Shares | Other | 2025-05-09 | |
| 2024-12-31 | $57,167 | 454 | Shares | Other | 2025-02-13 | |
| 2024-09-30 | $65,759 | 491 | Shares | Other | 2024-11-12 | |
| No filing history on record for this holder in this stock. | ||||||