GeoWealth Management, LLC

Position in WU — Western Union CO

CIK 1593387 CHICAGO, IL

Position in WU

as of Jun 30, 2026 · filed Jul 30, 2026 Compact

Position Value

$107,191

+$1,593 QoQ

Shares Held

13,921

+15.1% QoQ

Ownership

0.004%

of shares outstanding

% of Portfolio

0.02%

of 13F equity value

Holder Rank

#294

of 479 holders

Holding Since

Dec 2024

3 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Financial Services · as of Jun 30, 2026

GeoWealth Management, LLC holds $14,463,330 across 6 Credit Services names. WU ranks #6 (0.7% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	MA	Mastercard Inc	12,188	$6,259,756
2	V	Visa Inc.	17,398	$5,969,079
3	AXP	American Express Co	3,773	$1,276,217
4	COF	Capital One Financial Corp	3,061	$614,097
5	OMF	OneMain Holdings, Inc.	3,887	$236,990
6	WU	Western Union CO This page	13,921	$107,191

3 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$107,191	13,921	+15.1%	Shares	Other	2026-07-30
2026-03-31	$105,598	12,096	+11530.8%	Shares	Other	2026-05-13
2024-12-31	$1,102	104	—	Shares	Other	2025-02-13
No filing history on record for this holder in this stock.