Position in URI
as of Jun 30, 2026
· filed Jul 30, 2026
Position Value
$263,963
+$31,689 QoQ
Shares Held
233
-18.8% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.04%
of 13F equity value
Holder Rank
#1,234
of 1,581 holders
Holding Since
Mar 2023
13 quarters on record
Voting authority
Sole 5%
Shared 0%
None 95%
Common Shares in URI Over Time
Shares Held
Position Value (USD)
Position in Rental & Leasing Services
Industrials · as of Jun 30, 2026GeoWealth Management, LLC holds $498,960 across 2 Rental & Leasing Services names. URI ranks #1 (52.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | URI |
United Rentals, Inc.
This page
|
233 | $263,963 | |
| 2 | AER |
AerCap Holdings N.V.
|
1,612 | $234,997 |
All Filings in URI
Export CSV
13 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $263,963 | 233 | Shares | Other | 2026-07-30 | |
| 2025-12-31 | $232,274 | 287 | Shares | Other | 2026-02-17 | |
| 2025-09-30 | $222,435 | 233 | Shares | Other | 2025-11-13 | |
| 2025-06-30 | $210,952 | 280 | Shares | Other | 2025-08-13 | |
| 2025-03-31 | $233,132 | 372 | Shares | Other | 2025-05-09 | |
| 2024-12-31 | $259,233 | 368 | Shares | Other | 2025-02-13 | |
| 2024-09-30 | $344,944 | 426 | Shares | Other | 2024-11-12 | |
| 2024-06-30 | $292,968 | 453 | Shares | Other | 2024-08-12 | |
| 2024-03-31 | $407,427 | 565 | Shares | Other | 2024-05-15 | |
| 2023-12-31 | $181,200 | 316 | Shares | Other | 2024-02-13 | |
| 2023-09-30 | $73,354 | 165 | Shares | Other | 2023-11-13 | |
| 2023-06-30 | $208,878 | 469 | Shares | Other | 2023-08-10 | |
| 2023-03-31 | $53,823 | 136 | Shares | Other | 2023-05-12 | |
| No filing history on record for this holder in this stock. | ||||||