Companies 0 See All
Hedge Funds 0 See All
Insiders 0 See All
Institutional Investors 0 See All
Click here to see all results for
Home > Institutional Investor > Geowealth Management, Llc > 13F Holdings

Instuitional Investor - Geowealth Management, Llc

13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Exchange Listed Fds Tr
 2,642,164 $61,510 5.08%
2.
Spdr Ser Tr
 340,324 $31,103 2.57%
3.
Invesco Actively Managed Etf
 647,783 $30,600 2.53%
4.
Exchange Listed Fds Tr
 969,050 $19,747 1.63%
5.
Dimensional Etf Trust
 660,846 $18,926 1.56%
Insider Monkey Quarterly Strategy
+246.9% Insider Monkey Quarterly Strategy
+107.5% Benchmark50% S&P 500 ETF and 50% Russell 2000 ETF
200%
100%
0
Subscribe Now

Returns since its inception in May 2014 (through Feb 16th, 2024)