Position in UL
as of Jun 30, 2026
· filed Jul 30, 2026
Position Value
$1,104,404
+$87,832 QoQ
Shares Held
18,370
+2.9% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.17%
of 13F equity value
Holder Rank
#425
of 1,170 holders
Holding Since
Jun 2023
13 quarters on record
Voting authority
Sole 2%
Shared 0%
None 98%
Common Shares in UL Over Time
Shares Held
Position Value (USD)
Position in Household & Personal Products
Consumer Defensive · as of Jun 30, 2026GeoWealth Management, LLC holds $3,072,781 across 5 Household & Personal Products names. UL ranks #2 (35.9% of the industry book) .
All Filings in UL
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13 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,104,404 | 18,370 | Shares | Other | 2026-07-30 | |
| 2026-03-31 | $1,016,572 | 17,844 | Shares | Other | 2026-05-13 | |
| 2025-12-31 | $1,176,284 | 17,986 | Shares | Other | 2026-02-17 | |
| 2025-09-30 | $1,088,855 | 18,368 | Shares | Other | 2025-11-13 | |
| 2025-06-30 | $412,713 | 6,747 | Shares | Other | 2025-08-13 | |
| 2025-03-31 | $378,321 | 6,353 | Shares | Other | 2025-05-09 | |
| 2024-12-31 | $435,229 | 7,676 | Shares | Other | 2025-02-13 | |
| 2024-09-30 | $284,135 | 4,374 | Shares | Other | 2024-11-12 | |
| 2024-06-30 | $174,758 | 3,178 | Shares | Other | 2024-08-12 | |
| 2024-03-31 | $72,123 | 1,437 | Shares | Other | 2024-05-15 | |
| 2023-12-31 | $235,903 | 4,866 | Shares | Other | 2024-02-13 | |
| 2023-09-30 | $4,989 | 101 | Shares | Other | 2023-11-13 | |
| 2023-06-30 | $3,127 | 60 | Shares | Other | 2023-08-10 | |
| No filing history on record for this holder in this stock. | ||||||