Position in TROW
as of Mar 31, 2026
· filed May 13, 2026
Position Value
$304,222
+$284,922 QoQ
Shares Held
3,375
+1587.5% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.05%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Sep 2024
4 quarters on record
Voting authority
Sole 1%
Shared 0%
None 99%
Common Shares in TROW Over Time
Shares Held
Position Value (USD)
Position in Asset Management
Financial Services · as of Mar 31, 2026GeoWealth Management, LLC holds $2,355,485 across 4 Asset Management names. TROW ranks #4 (12.9% of the industry book) .
All Filings in TROW
Export CSV
4 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $304,222 | 3,375 | Shares | Other | 2026-05-13 | |
| 2025-06-30 | $19,300 | 200 | Shares | Other | 2025-08-13 | |
| 2024-12-31 | $46,140 | 408 | Shares | Other | 2025-02-13 | |
| 2024-09-30 | $49,998 | 459 | Shares | Other | 2024-11-12 | |
| No filing history on record for this holder in this stock. | ||||||