Position in WDC
as of Jun 30, 2026
· filed Jul 30, 2026
Position Value
$1,760,951
+$228,626 QoQ
Shares Held
2,757
-51.3% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.28%
of 13F equity value
Holder Rank
#838
of 1,836 holders
Holding Since
Sep 2024
7 quarters on record
Voting authority
Sole 5%
Shared 3%
None 92%
Common Shares in WDC Over Time
Shares Held
Position Value (USD)
Position in Computer Hardware
Technology · as of Jun 30, 2026GeoWealth Management, LLC holds $9,234,293 across 5 Computer Hardware names. WDC ranks #3 (19.1% of the industry book) .
All Filings in WDC
Export CSV
7 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,760,951 | 2,757 | Shares | Other | 2026-07-30 | |
| 2026-03-31 | $1,532,325 | 5,665 | Shares | Other | 2026-05-13 | |
| 2025-12-31 | $744,206 | 4,320 | Shares | Other | 2026-02-17 | |
| 2025-09-30 | $542,911 | 4,522 | Shares | Other | 2025-11-13 | |
| 2025-06-30 | $80,883 | 1,264 | Shares | Other | 2025-08-13 | |
| 2024-12-31 | $62,253 | 1,044 | Shares | Other | 2025-02-13 | |
| 2024-09-30 | $37,218 | 545 | Shares | Other | 2024-11-12 | |
| No filing history on record for this holder in this stock. | ||||||