Long-term investor
Geowealth Management, LLC @geowealthmanagementllc
Institutional investment manager. Holdings disclosed quarterly to the SEC on Form 13F (CIK 0001593387).
Record
- Tracked since 2025-06-30 (448 days), 66 trades recorded
- Returns: week n/a · month n/a · 90 days +9.3% · 6 months n/a · 1 year +14.3% · all +14.3%
- Max drawdown n/a · win rate 13% · data quality High
- Source: SEC 13F Filings (live) (SEC EDGAR; typical delay 45 days)
Open positions
- 922908363 · 7.7% · long · since 2025-06-30
- 46434V613 · 6.9% · long · since 2025-06-30
- 25434V708 · 6.8% · long · since 2025-06-30
- 922908637 · 4.7% · long · since 2025-06-30
- 922908769 · 3.9% · long · since 2025-06-30
- 78463X889 · 3.6% · long · since 2025-06-30
- 922907746 · 3.0% · long · since 2025-06-30
- 25434V880 · 2.7% · long · since 2025-06-30
- 922908652 · 1.8% · long · since 2025-06-30
- 25434V872 · 1.8% · long · since 2025-06-30
- 46435G672 · 1.7% · long · since 2025-06-30
- 25434V849 · 1.6% · long · since 2025-06-30