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",
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  "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",
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  "D",
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  "RL",
  null,
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  null,
  null,
  null,
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  null,
  null,
  "EOG",
  null,
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  "BUSE",
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  "NVCR",
  null,
  null,
  null,
  "FCX",
  null,
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  null,
  null,
  null,
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  null,
  null,
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  "HLT",
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  null,
  null,
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  null,
  null,
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  null,
  null,
  null,
  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,
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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,
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  null,
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  null,
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  null,
  null,
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  null,
  null,
  null,
  null,
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  null,
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  null,
  null,
  null,
  null,
  null,
  "KMI",
  null,
  null,
  null,
  null,
  "LHX",
  null,
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  null,
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  null,
  null,
  null,
  null,
  null,
  null,
  null,
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  null,
  null,
  null,
  "MMC",
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  null,
  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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  "FICO",
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  null,
  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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  "PCAR",
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  "BX",
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  "AMP",
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  "ANSS",
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  "IJR",
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  "ANET",
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  "KLAC",
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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,
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  null,
  null,
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  null,
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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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  "RELX",
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  "SCHX",
  null,
  null,
  null,
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  null,
  null,
  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,
  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,
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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,
  "VCIT",
  null,
  "NGG",
  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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  "IT",
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  "OHI",
  null,
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  null,
  null,
  null,
  "ETR",
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  null,
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  null,
  "EA",
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  "TT",
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  "VRT",
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  null,
  "SAIC",
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  "ST",
  "RGLD",
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  null,
  "ATO",
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  "GM",
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  "APTV",
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  "AXON",
  "APH",
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  "ALLE",
  "AVB",
  "X",
  "EL",
  "FI",
  "DRI",
  "DOV",
  "WAB",
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  "WSO",
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  "F",
  "DECK",
  "WEC",
  "EQR",
  "DEO",
  "AJG",
  "WM",
  "FTNT",
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  "IWR",
  "WCN",
  "HSIC",
  "IR",
  "NCLH",
  null,
  null,
  "GSLC",
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  "AEP",
  "BKR",
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  "HONE",
  null,
  null,
  "IFF",
  null,
  null,
  "INVH",
  null,
  "IDXX",
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  "RACE",
  "PEG",
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  "AMZN",
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  "NEA",
  "SCHB",
  null,
  null,
  null,
  "TTWO",
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  null,
  "IVE",
  "NWS",
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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,
  "BBCA",
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  null,
  null,
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  null,
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  null,
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  "VLO",
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  null,
  "MGK",
  null,
  "VXUS",
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  "VTEB",
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  "VBR",
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  "BSV",
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  "VB",
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  "VUSB",
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  "VTV",
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  "VRSN",
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  "VST",
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  "WELL",
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  "WMB",
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  null,
  null,
  null,
  "WPC",
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  "WDAY",
  "YUM",
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  "ZBRA",
  null,
  null,
  "ADC",
  null,
  null,
  "LNT",
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  null,
  "ESI",
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  null,
  null,
  "GRMN",
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  "G",
  "FR",
  "FOXA",
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  null,
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  "SOFI",
  null,
  "DVY",
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  "SCHG",
  null,
  "SCHF",
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  "HIW",
  "JBHT",
  "KRC",
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  "EIX",
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  "JCI",
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  "HST",
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  "MOH",
  "MFC",
  "KDP",
  "MGM",
  "TER",
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  "TAK",
  null,
  "ON",
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  "TRMB",
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  null,
  "RUN",
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  "SYY",
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  "ORI",
  null,
  "SPOT",
  null,
  "LYV",
  null,
  null,
  null,
  "IXUS",
  "MTUM",
  "LYB",
  null,
  null,
  "IUSV",
  null,
  "UHS",
  null,
  "GEV",
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  "TRI.TO",
  "OLED",
  "ZM",
  "DGRO",
  "MCK",
  null,
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  null,
  "EXR",
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  null,
  null,
  "ESGU",
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  "PSA",
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  null,
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  null,
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  "STE",
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  "LULU",
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  "ADP",
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  "BAC",
  null,
  "BBVA",
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  "BMO",
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  "BK",
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  "BDX",
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  "BBY",
  "TECH",
  null,
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  null,
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  null,
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  "BOX",
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  "BF-B",
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  "BR",
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  "CDNS",
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  "CHH",
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  "C",
  "CLX",
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  null,
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  "ED",
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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",
  "PH",
  null,
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  null,
  null,
  null,
  "APO",
  "MO",
  "MLM",
  "XLK",
  "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 • $1,558,564.287K total value

1,078 positions

Manager:

SEC FilingSEC DataHachi Filing

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464289180

Shares:—

Value:$301.1K

33738D796

Shares:—

Value:$300.8K

98888G105

Shares:—

Value:$299.4K

DARDEN RESTAURANTS INC

DRI|237194105

Shares:—

Value:$296.5K

Trane Technologies plc

TT|G8994E103

Shares:—

Value:$296.5K

33734H106

Shares:—

Value:$295.5K

AMPHENOL CORP /DE/

APH|032095101

Shares:—

Value:$294.1K

TE Connectivity plc

TEL|G87052109

Shares:—

Value:$292.3K

SBA COMMUNICATIONS CORP

SBAC|78410G104

Shares:—

Value:$292.2K

ArcelorMittal

MT|03938L203

Shares:—

Value:$290.4K

Diamondback Energy, Inc.

FANG|25278X109

Shares:—

Value:$289.1K

GoDaddy Inc.

GDDY|380237107

Shares:—

Value:$288.8K

37954Y236

Shares:—

Value:$285.7K

ROYAL CARIBBEAN CRUISES LTD

RCL|V7780T103

Shares:—

Value:$284.7K

25434V666

Shares:—

Value:$284.3K

O REILLY AUTOMOTIVE INC

ORLY|67103H107

Shares:—

Value:$280.8K

025072810

Shares:—

Value:$280.0K

NEWS CORP

NWSA|65249B109

Shares:—

Value:$279.5K

464287481

IWP|464287481

Shares:—

Value:$279.4K

46641Q761

Shares:—

Value:$278.4K

Instrument	Shares		Other Manager	Value
(cusip464289180)✕	—	QoQ - YoY NEW	All Managers (Combined)	$301.1K	QoQ +176.17% (+$192.1K) YoY NEW(+$301.1K)
(cusip33738D796)✕	—	QoQ - YoY -	All Managers (Combined)	$300.8K	QoQ +1.02% (+$3.1K) YoY -(+$300.8K)
(cusip98888G105)✕	—	QoQ NEW YoY NEW	All Managers (Combined)	$299.4K	QoQ NEW(+$299.4K) YoY NEW(+$299.4K)
DARDEN RESTAURANTS INC(DRIcusip237194105)	—	QoQ - YoY -	All Managers (Combined)	$296.5K	QoQ +1.15% (+$3.4K) YoY -(+$296.5K)
Trane Technologies plc(TTcusipG8994E103)	—	QoQ - YoY -	All Managers (Combined)	$296.5K	QoQ -24.76% (-$97.6K) YoY -(+$296.5K)
(cusip33734H106)✕	—	QoQ - YoY -	All Managers (Combined)	$295.5K	QoQ -3.01% (-$9.2K) YoY -(+$295.5K)
AMPHENOL CORP /DE/(APHcusip032095101)	—	QoQ - YoY -	All Managers (Combined)	$294.1K	QoQ -32.51% (-$141.7K) YoY -(+$294.1K)
TE Connectivity plc(TELcusipG87052109)	—	QoQ - YoY NEW	All Managers (Combined)	$292.3K	QoQ -33.13% (-$144.8K) YoY NEW(+$292.3K)
SBA COMMUNICATIONS CORP(SBACcusip78410G104)	—	QoQ - YoY -	All Managers (Combined)	$292.2K	QoQ +14.87% (+$37.8K) YoY -(+$292.2K)
ArcelorMittal(MTcusip03938L203)	—	QoQ - YoY NEW	All Managers (Combined)	$290.4K	QoQ -14.25% (-$48.3K) YoY NEW(+$290.4K)
Diamondback Energy, Inc.(FANGcusip25278X109)	—	QoQ - YoY -	All Managers (Combined)	$289.1K	QoQ -42.55% (-$214.2K) YoY -(+$289.1K)
GoDaddy Inc.(GDDYcusip380237107)	—	QoQ - YoY NEW	All Managers (Combined)	$288.8K	QoQ -15.81% (-$54.3K) YoY NEW(+$288.8K)
(cusip37954Y236)✕	—	QoQ - YoY -	All Managers (Combined)	$285.7K	QoQ +45.54% (+$89.4K) YoY -(+$285.7K)
ROYAL CARIBBEAN CRUISES LTD(RCLcusipV7780T103)	—	QoQ - YoY -	All Managers (Combined)	$284.7K	QoQ -58.48% (-$401.1K) YoY -(+$284.7K)
(cusip25434V666)✕	—	QoQ NEW YoY NEW	All Managers (Combined)	$284.3K	QoQ NEW(+$284.3K) YoY NEW(+$284.3K)
O REILLY AUTOMOTIVE INC(ORLYcusip67103H107)	—	QoQ - YoY -	All Managers (Combined)	$280.8K	QoQ -8.92% (-$27.5K) YoY -(+$280.8K)
(cusip025072810)✕	—	QoQ - YoY NEW	All Managers (Combined)	$280.0K	QoQ -16.24% (-$54.3K) YoY NEW(+$280.0K)
NEWS CORP(NWSAcusip65249B109)	—	QoQ - YoY NEW	All Managers (Combined)	$279.5K	QoQ +6.43% (+$16.9K) YoY NEW(+$279.5K)
(IWPcusip464287481)	—	QoQ - YoY NEW	All Managers (Combined)	$279.4K	QoQ -6.44% (-$19.2K) YoY NEW(+$279.4K)
(cusip46641Q761)✕	—	QoQ - YoY -	All Managers (Combined)	$278.4K	QoQ +391947.88% (+$278.3K) YoY -(+$278.4K)