Position in VRT
as of Jun 30, 2026
· filed Jul 30, 2026
Position Value
$1,432,025
+$784,527 QoQ
Shares Held
4,277
+65.5% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.23%
of 13F equity value
Holder Rank
#985
of 2,035 holders
Holding Since
Sep 2021
12 quarters on record
Voting authority
Sole 4%
Shared 1%
None 95%
Common Shares in VRT Over Time
Shares Held
Position Value (USD)
Position in Electrical Equipment & Parts
Industrials · as of Jun 30, 2026GeoWealth Management, LLC holds $2,629,051 across 4 Electrical Equipment & Parts names. VRT ranks #1 (54.5% of the industry book) .
All Filings in VRT
Export CSV
12 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,432,025 | 4,277 | Shares | Other | 2026-07-30 | |
| 2026-03-31 | $647,498 | 2,584 | Shares | Other | 2026-05-13 | |
| 2025-12-31 | $426,896 | 2,635 | Shares | Other | 2026-02-17 | |
| 2025-09-30 | $570,099 | 3,779 | Shares | Other | 2025-11-13 | |
| 2025-06-30 | $555,501 | 4,326 | Shares | Other | 2025-08-13 | |
| 2025-03-31 | $315,297 | 4,367 | Shares | Other | 2025-05-09 | |
| 2024-12-31 | $267,551 | 2,355 | Shares | Other | 2025-02-13 | |
| 2024-09-30 | $265,936 | 2,673 | Shares | Other | 2024-11-12 | |
| 2024-06-30 | $194,695 | 2,249 | Shares | Other | 2024-08-12 | |
| 2022-03-31 | $61,502 | 4,393 | Shares | Other | 2022-05-13 | |
| 2021-12-31 | $102,177 | 4,092 | Shares | Other | 2022-02-14 | |
| 2021-09-30 | $82,315 | 3,417 | Shares | Other | 2021-11-12 | |
| No filing history on record for this holder in this stock. | ||||||