Ownership history in Geometric Wealth Advisors · 3 quarters on record
This page tracks every 13F SEC filing in which Geometric Wealth Advisors reported a position in ORACLE CORP (ORCL). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price — sourced directly from SEC EDGAR 13F filings.
| Quarter | Action | Shares | Change | Chg % | % of Fund | Mkt Value | Price (EOQ) |
|---|---|---|---|---|---|---|---|
| 2025 Q3 | REDUCED | 1,610 | -20 | -1.2% | 0.06% | $453K | $280.01 |
| 2025 Q2 | REDUCED | 1,630 | -137 | -7.8% | 0.05% | $356K | $217.21 |
| 2025 Q1 | INITIATED | 1,767 | — | — | 0.04% | $247K | $138.41 |
As of 2025 Q4 — sorted by position size