Position in TT
as of Jun 30, 2026
· filed Jul 30, 2026
Position Value
$800,099
+$272,090 QoQ
Shares Held
1,629
+28.6% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.13%
of 13F equity value
Holder Rank
#952
of 1,799 holders
Holding Since
Dec 2023
11 quarters on record
Voting authority
Sole 5%
Shared 0%
None 95%
Common Shares in TT Over Time
Shares Held
Position Value (USD)
Position in Building Products & Equipment
Industrials · as of Jun 30, 2026GeoWealth Management, LLC holds $2,726,805 across 4 Building Products & Equipment names. TT ranks #2 (29.3% of the industry book) .
All Filings in TT
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11 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $800,099 | 1,629 | Shares | Other | 2026-07-30 | |
| 2026-03-31 | $528,009 | 1,267 | Shares | Other | 2026-05-13 | |
| 2025-12-31 | $466,650 | 1,199 | Shares | Other | 2026-02-17 | |
| 2025-09-30 | $503,398 | 1,193 | Shares | Other | 2025-11-13 | |
| 2025-06-30 | $560,322 | 1,281 | Shares | Other | 2025-08-13 | |
| 2025-03-31 | $296,489 | 880 | Shares | Other | 2025-05-09 | |
| 2024-12-31 | $394,096 | 1,067 | Shares | Other | 2025-02-13 | |
| 2024-09-30 | $344,414 | 886 | Shares | Other | 2024-11-12 | |
| 2024-06-30 | $303,273 | 922 | Shares | Other | 2024-08-12 | |
| 2024-03-31 | $228,751 | 762 | Shares | Other | 2024-05-15 | |
| 2023-12-31 | $105,364 | 432 | Shares | Other | 2024-02-13 | |
| No filing history on record for this holder in this stock. | ||||||