Position in VTRS
as of Jun 30, 2026
· filed Jul 30, 2026
Position Value
$606,107
+$589,399 QoQ
Shares Held
38,168
+1940.0% QoQ
Ownership
0.003%
of shares outstanding
% of Portfolio
0.10%
of 13F equity value
Holder Rank
#379
of 1,016 holders
Holding Since
Sep 2024
4 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in VTRS Over Time
Shares Held
Position Value (USD)
Position in Drug Manufacturers - Specialty & Generic
Healthcare · as of Jun 30, 2026GeoWealth Management, LLC holds $1,541,239 across 3 Drug Manufacturers - Specialty & Generic names. VTRS ranks #2 (39.3% of the industry book) .
All Filings in VTRS
Export CSV
4 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $606,107 | 38,168 | Shares | Other | 2026-07-30 | |
| 2025-06-30 | $16,708 | 1,871 | Shares | Other | 2025-08-13 | |
| 2024-12-31 | $65,001 | 5,221 | Shares | Other | 2025-02-13 | |
| 2024-09-30 | $58,095 | 5,004 | Shares | Other | 2024-11-12 | |
| No filing history on record for this holder in this stock. | ||||||