GeoWealth Management
ALLW icon

GeoWealth Management’s State Street Bridgewater All Weather ETF ALLW Stock Holding History

GeoWealth Management’s Portfolio ALLW Stock Details ALLW Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		$428K Buy
14,992
+402
+3% +$11.9K 0.01% 558
2026
Q2 		$427K Buy
14,590
+6,820
+88% +$202K 0.01% 544
2026
Q1 		$224K Sell
7,770
-5,012
-39% -$145K 0.01% 690
2025
Q4 		$351K Buy
+12,782
New +$366K 0.01% 522

Other funds holding ALLW

LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
AE Wealth Management
AE Wealth Management Topeka, Kansas $23.2B AUM 20.52% 1-Year Est. Return
Adventist Health System Sunbelt Healthcare Corp
Adventist Health System Sunbelt Healthcare Corp Altamonte Springs, Florida $4.23B AUM 6% 1-Year Est. Return
Rockefeller Capital Management
Rockefeller Capital Management New York $68.5B AUM 24.33% 1-Year Est. Return
Citigroup
Citigroup New York $308B AUM 40.94% 1-Year Est. Return
Catalyst Private Wealth
Catalyst Private Wealth San Mateo, California $239M AUM 21.76% 1-Year Est. Return
Mariner
Mariner Overland Park, Kansas $100B AUM 26.06% 1-Year Est. Return
Crusonia Wealth Advisors
Crusonia Wealth Advisors Denver, Colorado $667M AUM 14.93% 1-Year Est. Return
Marshall Financial Group (Maryland)
Marshall Financial Group (Maryland) Hunt Valley, Maryland $707M AUM 17.52% 1-Year Est. Return
Owl Creek Wealth Partners
Owl Creek Wealth Partners Denver, Colorado $355M AUM

GeoWealth Management's ALLW Position: Q3 2026 in Review

GeoWealth Management increased its State Street Bridgewater All Weather ETF (ALLW) stake by 2.8% in Q3 2026, buying an estimated $11.9K and bringing the position to 14,992 shares worth $428K. The position accounts for 0.01% of the portfolio, ranked #558.

GeoWealth Management first reported a position in ALLW in Q4 2025 and has held it in 4 quarters since. 155 funds tracked by Wall St. Rank hold ALLW as of Q3 2026.

  • GeoWealth Management held 14,992 shares of State Street Bridgewater All Weather ETF worth $428K as of Q3 2026.
  • GeoWealth Management bought 402 State Street Bridgewater All Weather ETF shares in Q3 2026, an estimated $11.9K.
  • State Street Bridgewater All Weather ETF made up 0.01% of GeoWealth Management's portfolio in Q3 2026, its #558 holding.
  • GeoWealth Management first reported a position in State Street Bridgewater All Weather ETF in Q4 2025 and has held it in 4 quarters since.
  • 155 funds tracked by Wall St. Rank held State Street Bridgewater All Weather ETF as of Q3 2026.

Based on GeoWealth Management's 13F filing for Q3 2026, filed 12 Nov 2026.