GeoWealth Management, LLC HERO — GLOBAL X FDS

Ownership history in GeoWealth Management, LLC  ·  20 quarters on record

AI Ownership Summary

GeoWealth Management, LLC reported GLOBAL X FDS (HERO) in 20 quarterly 13F filings from 2023 Q4 through 2025 Q3. Peak portfolio weight reached 0.01% in 2024 Q3. The latest visible filing shows HERO at 0.01% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings. Older history is available after unlock; the visible window still shows the most recent pattern.

What this HERO ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was GeoWealth Management, LLC's position in GLOBAL X FDS, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2025 Q3

HERO was reported at 0.01% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.01% in 2024 Q3

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2023 Q4 to 2025 Q3

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

HERO stock page GeoWealth Management, LLC fund profile GeoWealth Management, LLC full holdings
How GeoWealth Management, LLC held HERO — position size vs. price
% of Fund (quarterly)    HERO price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 7 quarters  ▾
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2025 Q3 REDUCED 11.2% -11.1% ✅ 9,923 -1,250 -11.2% 0.01% $336K 2025-11-13 $31.10
2025 Q2 ADDED — — — 11,173 +696 +6.6% 0.01% $366K 2025-08-13 $32.79
2025 Q1 REDUCED 29.8% +31.8% ❌ 10,477 -4,442 -29.8% 0.01% $261K 2025-05-09 $27.87
2024 Q4 REDUCED 10.2% +6.3% ❌ 14,919 -1,699 -10.2% 0.01% $350K 2025-02-13 $25.90
2024 Q3 ADDED — — — 16,618 +8,822 +113.2% 0.01% $404K 2024-11-12 $22.81
2024 Q2 ADDED — — — 7,796 +5,166 +196.4% 0.01% $167K 2024-08-12 $20.93
2023 Q4 REDUCED 24.9% +1.5% ❌ 2,630 -870 -24.9% 0.00% $52K 2024-02-13 $19.58
13 older quarters hidden  —  Sign in free or upgrade to Premium to see full history

🏢 Other funds also holding HERO

As of 2026 Q1 — sorted by position size

Archford Capital Strategies, LLC 3Y 7Y 0.04% U.S. Capital Wealth Advisors, LLC 3Y 0.02% RFG Advisory, LLC 3Y 7Y 0.0% CREATIVE FINANCIAL DESIGNS INC /ADV 3Y 7Y 0.0% Portus Wealth Advisors, LLC 0.0% Farther Finance Advisors, LLC 0.0% VALLEY NATIONAL ADVISERS INC 3Y 7Y 0.0% HIGHLINE WEALTH PARTNERS LLC 0.0%

FAQ About GeoWealth Management, LLC and HERO

These are the practical questions this page is built to answer before you even open the full history table.

How long has GeoWealth Management, LLC reported owning HERO?

GeoWealth Management, LLC reported HERO across 7 quarterly 13F filings, from 2023 Q4 through 2025 Q3.

What was the largest reported HERO position in GeoWealth Management, LLC's portfolio?

The largest reported portfolio weight for HERO was 0.01% in 2024 Q3.

What is the latest reported HERO position on this page?

The most recent filing on this page is 2025 Q3, when GeoWealth Management, LLC reported 9,923 shares, equal to 0.01% of portfolio, with an estimated market value of $336K.

What does the chart on this HERO ownership page compare?

The chart compares GeoWealth Management, LLC's quarterly HERO portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

How well did GeoWealth Management, LLC time their HERO position?

Based on 13F filing dates vs. subsequent HERO price moves, GeoWealth Management, LLC correctly timed 9 out of 19 reported position changes (47%). The annualised alpha on HERO relative to SPY over the holding period was -8.4%.

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