GM
DTCR icon

GeoWealth Management’s Global X Data Center & Digital Infrastructure ETF DTCR Stock Holding History

GeoWealth Management’s Portfolio DTCR Stock Details DTCR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$361K Sell
11,881
-460
-4% -$13.6K 0.01% 595
2026
Q1 		$296K Buy
12,341
+74
+0.6% +$1.81K 0.01% 615
2025
Q4 		$259K Sell
12,267
-4,232
-26% -$90.2K 0.01% 604
2025
Q3 		$338K Sell
16,499
-2,206
-12% -$42.3K 0.01% 550
2025
Q2 		$349K Buy
18,705
+1,133
+6% +$19.3K 0.01% 507
2025
Q1 		$286K Buy
17,572
+5,710
+48% +$98.7K 0.01% 566
2024
Q4 		$196K Sell
11,862
-1,548
-12% -$26.7K 0.01% 775
2024
Q3 		$236K Buy
13,410
+9,490
+242% +$151K 0.01% 667
2024
Q2 		$59K Sell
3,920
-407
-9% -$6.01K ﹤0.01% 807
2024
Q1 		$67.3K Buy
+4,327
New +$64.9K ﹤0.01% 795

Other funds holding DTCR

JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
PWM
Parkway Wealth Management Plano, Texas $866M AUM
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

GeoWealth Management's DTCR Position: Q2 2026 in Review

GeoWealth Management reduced its Global X Data Center & Digital Infrastructure ETF (DTCR) stake by 3.7% in Q2 2026, selling an estimated $13.6K and leaving 11,881 shares worth $361K. The position accounts for 0.01% of the portfolio, ranked #595.

GeoWealth Management first reported a position in DTCR in Q1 2024 and has held it in 10 quarters since. 295 funds tracked by Wall St. Rank hold DTCR as of Q2 2026.

  • GeoWealth Management held 11,881 shares of Global X Data Center & Digital Infrastructure ETF worth $361K as of Q2 2026.
  • GeoWealth Management sold 460 Global X Data Center & Digital Infrastructure ETF shares in Q2 2026, an estimated $13.6K.
  • Global X Data Center & Digital Infrastructure ETF made up 0.01% of GeoWealth Management's portfolio in Q2 2026, its #595 holding.
  • GeoWealth Management first reported a position in Global X Data Center & Digital Infrastructure ETF in Q1 2024 and has held it in 10 quarters since.
  • 295 funds tracked by Wall St. Rank held Global X Data Center & Digital Infrastructure ETF as of Q2 2026.

Based on GeoWealth Management's 13F filing for Q2 2026, filed 30 Jul 2026.