Geowealth-Management

AI_NATIVE detailed information: This accession holds the following tickers:[
  null,
  null,
  "JWN",
  null,
  "PINS",
  null,
  "SE",
  "ARES",
  "FLEX",
  "MPWR",
  "SMTC",
  "ASB",
  "JAZZ",
  null,
  "QRVO",
  "GDX",
  null,
  "OSK",
  null,
  "NIC",
  "RJF",
  "AAL",
  "ENTG",
  null,
  "HUM",
  null,
  "PCG",
  "AVAV",
  "RF",
  "QSR",
  "ATR",
  "SNOW",
  "MU",
  "ACN",
  null,
  null,
  null,
  "KBH",
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  "ABNB",
  "ABT",
  "ABBV",
  "ADBE",
  "OBDC",
  "A",
  "APD",
  "BABA",
  "SKT",
  null,
  null,
  "JLL",
  null,
  null,
  "VONG",
  null,
  "ALL",
  "GOOGL",
  "PTCT",
  "VDE",
  "AXP",
  null,
  "AEG",
  "SCHH",
  "AIG",
  "MT",
  "TEAM",
  "ASML",
  "T",
  "BLK",
  null,
  "ESAB",
  null,
  "AYI",
  null,
  "CAT",
  "BUD",
  "AVGO",
  "APP",
  "LOW",
  null,
  null,
  null,
  "AVEM",
  "BRO",
  "KMX",
  "CP.TO",
  "SAN",
  "BYD",
  "BSX",
  null,
  null,
  null,
  null,
  null,
  "LXP",
  "CCI",
  "COF",
  "CMI",
  null,
  "PHG",
  null,
  null,
  null,
  null,
  null,
  null,
  "DUK",
  "PECO",
  "D",
  "NAD",
  "ESS",
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  "RL",
  null,
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  null,
  null,
  null,
  "FG",
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  null,
  null,
  "EOG",
  null,
  "EXPE",
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  "BUSE",
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  "NVCR",
  null,
  null,
  null,
  "FCX",
  null,
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  null,
  null,
  null,
  "GD",
  null,
  null,
  "GILD",
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  "GIS",
  null,
  null,
  "HLT",
  null,
  null,
  null,
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  null,
  null,
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  null,
  null,
  null,
  null,
  null,
  null,
  "MCD",
  null,
  null,
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  null,
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  null,
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  null,
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  null,
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  null,
  null,
  null,
  null,
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  null,
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  "LEN",
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  null,
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  null,
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  null,
  null,
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  null,
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  null,
  null,
  null,
  null,
  null,
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  null,
  null,
  null,
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  null,
  null,
  "SWK",
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  "IQV",
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  "BBUS",
  null,
  null,
  null,
  null,
  null,
  null,
  "KMI",
  null,
  null,
  null,
  null,
  "LHX",
  null,
  "LRCX",
  "IWS",
  null,
  "LIN",
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  "MPC",
  null,
  null,
  null,
  "MMC",
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  "SILA",
  null,
  null,
  null,
  "MA",
  null,
  "PODD",
  null,
  "UI",
  "TXG",
  "MDT",
  null,
  "MSFT",
  "MAA",
  "MFG",
  "MDLZ",
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  "MS",
  "TMUS",
  "DBX",
  "NDAQ",
  null,
  "EQIX",
  "ERIE",
  "EXC",
  "ETSY",
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  "EVRG",
  "FCNCA",
  "FICO",
  "FIS",
  "FTV",
  "GE",
  "GPC",
  null,
  null,
  null,
  "GWRE",
  null,
  "NTRS",
  "HUN",
  "HIG",
  "HES",
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  null,
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  null,
  null,
  "OMC",
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  null,
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  "EMN",
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  "PCAR",
  "SMR",
  "BX",
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  "AMP",
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  "ANSS",
  "DG",
  "IJR",
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  "ANET",
  "KKR",
  "KLAC",
  "IWD",
  "KR",
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  "KHC",
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  "OKE",
  null,
  "DASH",
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  null,
  null,
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  null,
  null,
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  null,
  null,
  null,
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  null,
  null,
  null,
  "EEM",
  null,
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  null,
  null,
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  null,
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  null,
  "VGSH",
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  null,
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  null,
  null,
  null,
  null,
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  "SPY",
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  null,
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  null,
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  null,
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  null,
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  null,
  null,
  null,
  null,
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  null,
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  null,
  null,
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  null,
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  null,
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  null,
  null,
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  "RY",
  "RELX",
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  "SCHX",
  null,
  null,
  null,
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  "O",
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  null,
  null,
  null,
  null,
  null,
  null,
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  null,
  null,
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  null,
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  null,
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  null,
  null,
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  null,
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  "UBER",
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  "UL",
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  null,
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  null,
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  null,
  null,
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  null,
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  null,
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  null,
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  "LPX",
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  null,
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  null,
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  null,
  null,
  null,
  "EME",
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  null,
  null,
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  null,
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  null,
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  null,
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  "SNY",
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  null,
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  null,
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  null,
  null,
  null,
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  null,
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  null,
  "EA",
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  "VRT",
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  null,
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  null,
  "ATO",
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  "AON",
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  "APTV",
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  "AXON",
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  "ALLE",
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  "X",
  "EL",
  "FI",
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  "F",
  "DECK",
  "WEC",
  "EQR",
  "DEO",
  "AJG",
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  "FTNT",
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  "WCN",
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  "IR",
  "NCLH",
  null,
  null,
  "GSLC",
  "CAH",
  "AEP",
  "BKR",
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  "HONE",
  null,
  null,
  "IFF",
  null,
  null,
  "INVH",
  null,
  "IDXX",
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  "RACE",
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  "AMZN",
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  "NEA",
  "SCHB",
  null,
  null,
  null,
  "TTWO",
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  null,
  "IVE",
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  "HCA",
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  null,
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  null,
  null,
  "AHG",
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  null,
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  null,
  null,
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  null,
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  null,
  null,
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  null,
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  null,
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  null,
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  null,
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  null,
  null,
  null,
  "WPC",
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  null,
  null,
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  null,
  null,
  "LNT",
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  null,
  "ESI",
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  null,
  null,
  "GRMN",
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  "G",
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  null,
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  "SOFI",
  null,
  "DVY",
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  "SCHG",
  null,
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  null,
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  null,
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  null,
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  null,
  "LYV",
  null,
  null,
  null,
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  null,
  null,
  "IUSV",
  null,
  "UHS",
  null,
  "GEV",
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  "ZM",
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  null,
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  null,
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  null,
  null,
  "ESGU",
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  null,
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  null,
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  "LULU",
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  null,
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  null,
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  null,
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  null,
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  null,
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  "ED",
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  "FANG",
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  null,
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  null,
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  null,
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  "LLY",
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  "PM",
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  null,
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  null,
  null,
  null,
  "APO",
  "MO",
  "MLM",
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  "ITOT",
  "URI",
  "MCHP",
  "VTI",
  "JPM",
  "QUAL",
  "ZTS"
]

Filing Details

13F-HR • 2025-03-31

SEC FilingSEC DataHachi Filing

Report Date: 2025-03-31
Filing Date: 2025-05-09
Total Holdings: 1,078
Total Value: 1558564287
Accession Number: 0001593387-25-000004
Form Type: 13F-HR
CIK: geowealth-management
Manager Name: Geowealth-Management

Data Enrichment

69% identified

745 identified333 unidentified

Holdings

SEC FilingSEC DataHachi Filing

Manager:

1,078 positions • $1.6B total value

SEC FilingSEC DataHachi Filing

Manager:

Search and click to pin securities to the top

Page 21 of 53

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25434V864

Shares:—

Value:$380.6K

% of Portfolio:0.0% ($380.6K/$1.6B)

UNILEVER PLC

UL|904767704

Shares:—

Value:$378.3K

% of Portfolio:0.0% ($378.3K/$1.6B)

45784N882

Shares:—

Value:$375.1K

% of Portfolio:0.0% ($375.1K/$1.6B)

HIGHWOODS PROPERTIES, INC.

HIW|431284108

Shares:—

Value:$373.5K

% of Portfolio:0.0% ($373.5K/$1.6B)

British American Tobacco p.l.c.

BTI|110448107

Shares:—

Value:$370.3K

% of Portfolio:0.0% ($370.3K/$1.6B)

CADENCE DESIGN SYSTEMS INC

CDNS|127387108

Shares:—

Value:$369.5K

% of Portfolio:0.0% ($369.5K/$1.6B)

AMERICOLD REALTY TRUST

COLD|03064D108

Shares:—

Value:$365.7K

% of Portfolio:0.0% ($365.7K/$1.6B)

MakeMyTrip Ltd

MMYT|V5633W109

Shares:—

Value:$363.8K

% of Portfolio:0.0% ($363.8K/$1.6B)

CMS ENERGY CORP

CMS|125896100

Shares:—

Value:$362.9K

% of Portfolio:0.0% ($362.9K/$1.6B)

METLIFE INC

MET|59156R108

Shares:—

Value:$360.6K

% of Portfolio:0.0% ($360.6K/$1.6B)

ALTRIA GROUP, INC.

MO|02209S103

Shares:—

Value:$354.7K

% of Portfolio:0.0% ($354.7K/$1.6B)

82889N699

Shares:—

Value:$354.4K

% of Portfolio:0.0% ($354.4K/$1.6B)

78464A664

Shares:—

Value:$353.9K

% of Portfolio:0.0% ($353.9K/$1.6B)

46641Q878

Shares:—

Value:$353.0K

% of Portfolio:0.0% ($353.0K/$1.6B)

Workday, Inc.

WDAY|98138H101

Shares:—

Value:$349.8K

% of Portfolio:0.0% ($349.8K/$1.6B)

37954Y483

Shares:—

Value:$345.7K

% of Portfolio:0.0% ($345.7K/$1.6B)

78464A631

Shares:—

Value:$345.6K

% of Portfolio:0.0% ($345.6K/$1.6B)

46641Q266

Shares:—

Value:$345.6K

% of Portfolio:0.0% ($345.6K/$1.6B)

REINSURANCE GROUP OF AMERICA INC

RGA|759351604

Shares:—

Value:$344.1K

% of Portfolio:0.0% ($344.1K/$1.6B)

HERSHEY CO

HSY|427866108

Shares:—

Value:$342.2K

% of Portfolio:0.0% ($342.2K/$1.6B)

Instrument	Shares		Other Manager	Value	% of Portfolio
(cusip25434V864)✕	—	QoQ - YoY -	All Managers (Combined)	$380.6K	0.0% ($380.6K/$1.6B)	QoQ +863.14% (+$341.1K) YoY +1119414.70% (+$380.6K)
UNILEVER PLC(ULcusip904767704)	—	QoQ - YoY -	All Managers (Combined)	$378.3K	0.0% ($378.3K/$1.6B)	QoQ -13.07% (-$56.9K) YoY -(+$378.3K)
(cusip45784N882)✕	—	QoQ - YoY NEW	All Managers (Combined)	$375.1K	0.0% ($375.1K/$1.6B)	QoQ -1.86% (-$7.1K) YoY NEW(+$375.1K)
HIGHWOODS PROPERTIES, INC.(HIWcusip431284108)	—	QoQ - YoY NEW	All Managers (Combined)	$373.5K	0.0% ($373.5K/$1.6B)	QoQ +18.31% (+$57.8K) YoY NEW(+$373.5K)
British American Tobacco p.l.c.(BTIcusip110448107)	—	QoQ - YoY -	All Managers (Combined)	$370.3K	0.0% ($370.3K/$1.6B)	QoQ -13.53% (-$57.9K) YoY -(+$370.3K)
CADENCE DESIGN SYSTEMS INC(CDNScusip127387108)	—	QoQ - YoY -	All Managers (Combined)	$369.5K	0.0% ($369.5K/$1.6B)	QoQ -37.12% (-$218.2K) YoY -(+$369.5K)
AMERICOLD REALTY TRUST(COLDcusip03064D108)	—	QoQ - YoY NEW	All Managers (Combined)	$365.7K	0.0% ($365.7K/$1.6B)	QoQ +27.19% (+$78.2K) YoY NEW(+$365.7K)
MakeMyTrip Ltd(MMYTcusipV5633W109)	—	QoQ - YoY -	All Managers (Combined)	$363.8K	0.0% ($363.8K/$1.6B)	QoQ -3.52% (-$13.3K) YoY -(+$363.8K)
CMS ENERGY CORP(CMScusip125896100)	—	QoQ - YoY NEW	All Managers (Combined)	$362.9K	0.0% ($362.9K/$1.6B)	QoQ +321.70% (+$276.8K) YoY NEW(+$362.9K)
METLIFE INC(METcusip59156R108)	—	QoQ - YoY -	All Managers (Combined)	$360.6K	0.0% ($360.6K/$1.6B)	QoQ -0.59% (-$2.1K) YoY -(+$360.6K)
ALTRIA GROUP, INC.(MOcusip02209S103)	—	QoQ - YoY -	All Managers (Combined)	$354.7K	0.0% ($354.7K/$1.6B)	QoQ -30.41% (-$155.1K) YoY -(+$354.7K)
(cusip82889N699)✕	—	QoQ - YoY -	All Managers (Combined)	$354.4K	0.0% ($354.4K/$1.6B)	QoQ -44.10% (-$279.6K) YoY -(+$354.4K)
(cusip78464A664)✕	—	QoQ - YoY -	All Managers (Combined)	$353.9K	0.0% ($353.9K/$1.6B)	QoQ +19.83% (+$58.6K) YoY -(+$353.9K)
(cusip46641Q878)✕	—	QoQ - YoY -	All Managers (Combined)	$353.0K	0.0% ($353.0K/$1.6B)	QoQ +483.04% (+$292.5K) YoY -(+$353.0K)
Workday, Inc.(WDAYcusip98138H101)	—	QoQ - YoY -	All Managers (Combined)	$349.8K	0.0% ($349.8K/$1.6B)	QoQ -37.02% (-$205.7K) YoY -(+$349.8K)
(cusip37954Y483)✕	—	QoQ - YoY -	All Managers (Combined)	$345.7K	0.0% ($345.7K/$1.6B)	QoQ -14.64% (-$59.3K) YoY -(+$345.7K)
(cusip78464A631)✕	—	QoQ - YoY -	All Managers (Combined)	$345.6K	0.0% ($345.6K/$1.6B)	QoQ +3689.96% (+$336.5K) YoY -(+$345.6K)
(cusip46641Q266)✕	—	QoQ - YoY -	All Managers (Combined)	$345.6K	0.0% ($345.6K/$1.6B)	QoQ +1183.22% (+$318.7K) YoY -(+$345.6K)
REINSURANCE GROUP OF AMERICA INC(RGAcusip759351604)	—	QoQ - YoY -	All Managers (Combined)	$344.1K	0.0% ($344.1K/$1.6B)	QoQ -14.43% (-$58.1K) YoY -(+$344.1K)
HERSHEY CO(HSYcusip427866108)	—	QoQ - YoY NEW	All Managers (Combined)	$342.2K	0.0% ($342.2K/$1.6B)	QoQ +13373.62% (+$339.7K) YoY NEW(+$342.2K)