GeoWealth Management, LLC's ownership history for XLF


GeoWealth Management, LLC currently holds 140.7K shares with a market value of $7.6M. It started holding XLF on 2024-09-30. At its peak, it held 140.7K shares on 2025-09-30. Its highest holding value was $7.6M on 2025-09-30. At its lowest, it held 50.1K shares on 2024-09-30, with a value of $2.3M on 2024-09-30. In the recent 180 days, GeoWealth Management, LLC has increased its shares by 34.2K. In the recent year, GeoWealth Management, LLC has increased its shares by 90.6K.


GeoWealth Management, LLC's ownership history for XLF