Position in VVR
as of Mar 31, 2026
· filed May 13, 2026
Position Value
$330,922
+$103,056 QoQ
Shares Held
102,771
+47.5% QoQ
Ownership
0.067%
of shares outstanding
% of Portfolio
0.06%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Dec 2025
2 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in VVR Over Time
Shares Held
Position Value (USD)
Position in Asset Management
Financial Services · as of Mar 31, 2026GeoWealth Management, LLC holds $2,355,485 across 4 Asset Management names. VVR ranks #3 (14.0% of the industry book) .
All Filings in VVR
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2 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $330,922 | 102,771 | Shares | Other | 2026-05-13 | |
| 2025-12-31 | $227,866 | 69,684 | Shares | Other | 2026-02-17 | |
| No filing history on record for this holder in this stock. | ||||||