Position in TTE
as of Jun 30, 2026
· filed Jul 30, 2026
Position Value
$855,204
-$468,918 QoQ
Shares Held
10,998
-24.4% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.13%
of 13F equity value
Holder Rank
#455
of 983 holders
Holding Since
Dec 2025
3 quarters on record
Voting authority
Sole 8%
Shared 0%
None 92%
Common Shares in TTE Over Time
Shares Held
Position Value (USD)
Position in Oil & Gas Integrated
Energy · as of Jun 30, 2026GeoWealth Management, LLC holds $2,689,172 across 2 Oil & Gas Integrated names. TTE ranks #2 (31.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | CVX |
Chevron Corp
|
11,064 | $1,833,968 | |
| 2 | TTE |
TotalEnergies SE
This page
|
10,998 | $855,204 |
All Filings in TTE
Export CSV
3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $855,204 | 10,998 | Shares | Other | 2026-07-30 | |
| 2026-03-31 | $1,324,122 | 14,554 | Shares | Other | 2026-05-13 | |
| 2025-12-31 | $180,297 | 2,756 | Shares | Other | 2026-02-17 | |
| No filing history on record for this holder in this stock. | ||||||