GeoWealth Management, LLC's ownership history for UBS


GeoWealth Management, LLC currently holds 25.9K shares with a market value of $1.0M. It started holding UBS on 2024-09-30. At its peak, it held 25.9K shares on 2026-03-31. Its highest holding value was $1.0M on 2026-03-31. At its lowest, it held 4.9K shares on 2024-09-30, with a value of $152.7K on 2024-09-30. In the recent 180 days, GeoWealth Management, LLC has increased its shares by 17.2K. In the recent year, GeoWealth Management, LLC has increased its shares by 17.8K.


GeoWealth Management, LLC's ownership history for UBS