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GeoWealth Management’s ProShares Ultra S&P500 SSO Stock Holding History

GeoWealth Management’s Portfolio SSO Stock Details SSO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$1.78M Sell
26,459
-941
-3% -$60.2K 0.06% 195
2026
Q1 		$1.42M Sell
27,400
-828
-3% -$47.3K 0.05% 217
2025
Q4 		$1.63M Buy
28,228
+432
+2% +$24.7K 0.06% 186
2025
Q3 		$1.56M Sell
27,796
-748
-3% -$39K 0.06% 210
2025
Q2 		$1.39M Sell
28,544
-1,928
-6% -$81.4K 0.05% 197
2025
Q1 		$1.26M Buy
30,472
+118
+0.4% +$5.44K 0.05% 217
2024
Q4 		$1.4M Sell
30,354
-15,440
-34% -$727K 0.05% 234
2024
Q3 		$2.06M Buy
45,794
+14,338
+46% +$605K 0.07% 181
2024
Q2 		$1.3M Buy
31,456
+670
+2% +$25.8K 0.06% 220
2024
Q1 		$1.19M Buy
30,786
+68
+0.2% +$2.4K 0.05% 262
2023
Q4 		$999K Sell
30,718
-11,360
-27% -$327K 0.08% 212
2023
Q3 		$1.12M Sell
42,078
-142
-0.3% -$4.12K 0.13% 136
2023
Q2 		$1.23M Buy
42,220
+17,358
+70% +$454K 0.13% 111
2023
Q1 		$624K Buy
24,862
+646
+3% +$15.5K 0.07% 120
2022
Q4 		$538K Buy
24,216
+2,056
+9% +$46.6K 0.06% 144
2022
Q3 		$440K Buy
+22,160
New +$548K 0.05% 179
2019
Q4 		– Sell
-13,192
Closed -$212K – 204
2019
Q3 		$212K Buy
+13,192
New +$210K 0.05% 197

Other funds holding SSO

HCM
Howard Capital Management Roswell, Georgia $8.4B AUM 51.89% 1-Year Est. Return
MSG
Main Street Group Glen Allen, Virginia $429M AUM 34.03% 1-Year Est. Return
TI
TTP Investments San Jose, California $247M AUM 74.49% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
CFIM
Client First Investment Management West Bend, Wisconsin $237M AUM 90.26% 1-Year Est. Return
SWM
Spire Wealth Management Mclean, Virginia $3.31B AUM 38.78% 1-Year Est. Return
RCM
Ridgepath Capital Management Knoxville, Tennessee $227M AUM 13.85% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
AMG
Asset Management Group Stamford, Connecticut $683M AUM 23.52% 1-Year Est. Return
KWA
Kingswood Wealth Advisors San Diego, California $2.48B AUM 36.19% 1-Year Est. Return

GeoWealth Management's SSO Position: Q2 2026 in Review

GeoWealth Management reduced its ProShares Ultra S&P500 (SSO) stake by 3.4% in Q2 2026, selling an estimated $60.2K and leaving 26,459 shares worth $1.78M. The position accounts for 0.06% of the portfolio, ranked #195.

GeoWealth Management first reported a position in SSO in Q3 2019 and has held it in 17 quarters since. The position peaked at $2.06M in Q3 2024. 240 funds tracked by Wall St. Rank hold SSO as of Q2 2026.

  • GeoWealth Management held 26,459 shares of ProShares Ultra S&P500 worth $1.78M as of Q2 2026.
  • GeoWealth Management sold 941 ProShares Ultra S&P500 shares in Q2 2026, an estimated $60.2K.
  • ProShares Ultra S&P500 made up 0.06% of GeoWealth Management's portfolio in Q2 2026, its #195 holding.
  • GeoWealth Management first reported a position in ProShares Ultra S&P500 in Q3 2019 and has held it in 17 quarters since.
  • GeoWealth Management's ProShares Ultra S&P500 position peaked at $2.06M in Q3 2024.
  • 240 funds tracked by Wall St. Rank held ProShares Ultra S&P500 as of Q2 2026.

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