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National Grid shares owned by GeoWealth Management

Quarter-by-quarter ownership of National Grid (NGG) shares owned by GeoWealth Management from 13F filings

Historical chart of GeoWealth Management investment in National Grid

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All positions including National Grid held by GeoWealth Management consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in National Grid by GeoWealth Management

Quarter filed Position value Share count Share price at filing
2024-03-31 $27M 398 68221.11
2023-09-30 $20k 328 60.98

More positions owned by GeoWealth Management

Vanguard Index Fds S&p 500 Etf Shs (VOO)
Dimensional Etf Trust Us Core Equity 2 (DFAC)
Vanguard Index Fds Total Stk Mkt (VTI)
Vanguard Mun Bd Fds Tax Exempt Bd (VTEB)
Spdr Index Shs Fds Portfolio Devlpd (SPDW)
Ishares Tr Core Total Usd (IUSB)
Vanguard Star Fds Vg Tl Intl Stk F (VXUS)
Dimensional Etf Trust Natl Mun Bd Etf (DFNM)
Dimensional Etf Trust World Ex Us Core (DFAX)
Vanguard Index Fds Extend Mkt Etf (VXF)
Vanguard Charlotte Fds Total Int Bd Etf (BNDX)
Goldman Sachs Etf Tr Activebeta Us Lg (GSLC)
Ishares Tr Core Intl Aggr (IAGG)
Spdr Index Shs Fds Portfolio Emg Mk (SPEM)
Dimensional Etf Trust Intl Core Equity (DFIC)

View all positions for GeoWealth Management

Top funds holding National Grid

Bank of America Corporation
Federated Investors
FMR
Morgan Stanley
Goldman Sachs Group
Royal Bank of Canada
Jpmorgan Chase & Co
Envestnet Asset Management
Wells Fargo & Company
Raymond James & Associates
LPL Financial
BlackRock
Clark Capital Management Group
Dimensional Fund Advisors
Nuveen Asset Management

View all funds holding National Grid