Navigating GeoWealth Management's Q3 2022 vs. Q4 2022 13F Holdings Changes

In the world of finance, transparency is critical. It's crucial to understand the holdings held by a particular firm, especially when it's an investment management company. After all, the performance of a firm lies in its investment portfolio. This information is what the Securities and Exchange Commission (SEC) 13F filing aims to provide. GeoWealth Management's 13F filing for Q3 2022 vs. Q4 2022 is one such report that can help shed light on the firm's holdings changes.

GeoWealth Management, LLC (GWM) is a registered investment advisor that manages funds for individuals, investment companies, and other entities. By analyzing the company's holdings changes, one can understand the firm's investment strategy, its outlook, and the investment environment.

Some significant changes can be gleaned from the data. For instance, SPDR SER TR (BIL) - experienced a 1.2% increase in shares and a 1.2% increase in value from Q3 2022 to Q4 2022. EXCHANGE LISTED FDS TR (TDSC) saw an impressive 16% increase in shares and a 16% increase in value. That's not all; several other funds also experienced significant changes.

In contrast, some of the funds experienced a dip in their share value, such as the INVESCO Exchange Traded FD T (EWRE) and the ISHARES TR (TLT).

It's essential to note that the data shown above is only an excerpt from the full report. Still, it's enough to understand some of the most significant changes in the company's holdings over the two quarters.

In conclusion, GeoWealth Management, LLC's 13F filing for Q3 2022 vs. Q4 2022 provides a glimpse into the insights of the firm's investment strategy and portfolio composition. While it's essential to note that the report does not give a complete picture, it's still a valuable tool for anyone looking to invest in GWM or any of the individual funds held by the company.