Position in TMO
as of Jun 30, 2026
· filed Jul 30, 2026
Position Value
$3,635,361
-$622,271 QoQ
Shares Held
7,251
-16.3% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.57%
of 13F equity value
Holder Rank
#944
of 2,606 holders
Holding Since
Sep 2021
20 quarters on record
Voting authority
Sole 2%
Shared 0%
None 98%
Common Shares in TMO Over Time
Shares Held
Position Value (USD)
Position in Diagnostics & Research
Healthcare · as of Jun 30, 2026GeoWealth Management, LLC holds $7,278,335 across 7 Diagnostics & Research names. TMO ranks #1 (49.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | TMO |
Thermo Fisher Scientific Inc.
This page
|
7,251 | $3,635,361 | |
| 2 | IQV |
Iqvia Holdings Inc.
|
10,104 | $1,952,294 | |
| 3 | ILMN |
Illumina, Inc.
|
3,678 | $646,702 | |
| 4 | LH |
Labcorp Holdings Inc.
|
1,237 | $346,360 | |
| 5 | DHR |
Danaher Corp /De/
|
1,562 | $297,529 | |
| 6 | NTRA |
Natera, Inc.
|
799 | $216,888 | |
| 7 | IDXX |
Idexx Laboratories Inc /De
|
348 | $183,201 |
All Filings in TMO
Export CSV
20 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $3,635,361 | 7,251 | Shares | Other | 2026-07-30 | |
| 2026-03-31 | $4,257,632 | 8,662 | Shares | Other | 2026-05-13 | |
| 2025-12-31 | $4,409,614 | 7,610 | Shares | Other | 2026-02-17 | |
| 2025-09-30 | $3,798,676 | 7,832 | Shares | Other | 2025-11-13 | |
| 2025-06-30 | $2,540,206 | 6,265 | Shares | Other | 2025-08-13 | |
| 2025-03-31 | $2,783,076 | 5,593 | Shares | Other | 2025-05-09 | |
| 2024-12-31 | $3,240,512 | 6,229 | Shares | Other | 2025-02-13 | |
| 2024-09-30 | $3,553,066 | 5,744 | Shares | Other | 2024-11-12 | |
| 2024-06-30 | $3,138,828 | 5,676 | Shares | Other | 2024-08-12 | |
| 2024-03-31 | $2,751,448 | 4,734 | Shares | Other | 2024-05-15 | |
| 2023-12-31 | $1,418,801 | 2,673 | Shares | Other | 2024-02-13 | |
| 2023-09-30 | $22,271 | 44 | Shares | Other | 2023-11-13 | |
| 2023-06-30 | $19,304 | 37 | Shares | Other | 2023-08-10 | |
| 2023-03-31 | $2,881 | 5 | Shares | Other | 2023-05-12 | |
| 2022-12-31 | $9,361 | 17 | Shares | Other | 2023-02-13 | |
| 2022-09-30 | $26,373 | 52 | Shares | Other | 2022-11-14 | |
| 2022-06-30 | $19,558 | 36 | Shares | Other | 2022-08-12 | |
| 2022-03-31 | $163,610 | 277 | Shares | Other | 2022-05-13 | |
| 2021-12-31 | $196,167 | 294 | Shares | Other | 2022-02-14 | |
| 2021-09-30 | $150,259 | 263 | Shares | Other | 2021-11-12 | |
| No filing history on record for this holder in this stock. | ||||||