Position in UAL
as of Mar 31, 2026
· filed May 13, 2026
Position Value
$163,884
-$72,391 QoQ
Shares Held
1,780
-15.8% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Sep 2024
7 quarters on record
Voting authority
Sole 4%
Shared 2%
None 95%
Common Shares in UAL Over Time
Shares Held
Position Value (USD)
Position in Airlines
Industrials · as of Jun 30, 2026GeoWealth Management, LLC holds $286,037 across 1 Airlines name.
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | DAL |
Delta Air Lines, Inc.
|
3,054 | $286,037 |
All Filings in UAL
Export CSV
7 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $163,884 | 1,780 | Shares | Other | 2026-05-13 | |
| 2025-12-31 | $236,275 | 2,113 | Shares | Other | 2026-02-17 | |
| 2025-09-30 | $199,851 | 2,071 | Shares | Other | 2025-11-13 | |
| 2025-06-30 | $148,430 | 1,864 | Shares | Other | 2025-08-13 | |
| 2025-03-31 | $120,285 | 1,742 | Shares | Other | 2025-05-09 | |
| 2024-12-31 | $205,657 | 2,118 | Shares | Other | 2025-02-13 | |
| 2024-09-30 | $92,665 | 1,624 | Shares | Other | 2024-11-12 | |
| No filing history on record for this holder in this stock. | ||||||