SEC 13F Intelligence

Managers / Q2 2024 · view latest →

Geller Advisors LLC

CIK 0001354739 · 909 THIRD AVENUE, 16TH FLOOR, ATTN: CHIEF COMPLIANCE OFFICER, NEW YORK, NY, 10022 · 212-583-6000

Reported Value
$1.3B
Q2 2024
Positions
264
Filings on Record
25
2019–present window
Filed
Aug 13, 2024
original filing

Summary

Geller Advisors Llc reported $1.3B in U.S.-listed holdings across 264 positions for Q2 2024.

Reported Value by Quarter

13F Reported Value
Q4 ’18: $214MQ4 ’18Q1 ’19: $247MQ2 ’19: $255MQ3 ’19: $276MQ4 ’19: $325MQ4 ’19Q1 ’20: $348MQ2 ’20: $330MQ3 ’20: $351MQ4 ’20: $398MQ4 ’20Q1 ’21: $424MQ2 ’21: $462MQ3 ’21: $458MQ4 ’21: $513MQ4 ’21Q1 ’22: $537MQ2 ’22: $479MQ3 ’22: $460MQ4 ’22: $590.8BQ4 ’22Q1 ’23: $678MQ2 ’23: $802MQ3 ’23: $860MQ4 ’23: $1.0BQ4 ’23Q1 ’24: $1.2BQ2 ’24: $1.3BQ3 ’24: $1.4BQ4 ’24: $1.5BQ4 ’24filingsflow.com

Portfolio Composition

By security type

Composition data arrives with ticker enrichment.

Quarter-over-Quarter Changes full breakdown →

Holdings — Q2 2024

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Filing History

QuarterReported ValuePositionsFiledTypeLinks
Q4 2024$1.5B253Feb 14, 202513F-HRchanges · EDGAR ↗
Q3 2024$1.4B260Nov 15, 202413F-HRchanges · EDGAR ↗
Q2 2024$1.3B264Aug 13, 202413F-HRchanges · EDGAR ↗
Q1 2024$1.2B273May 14, 202413F-HRchanges · EDGAR ↗
Q4 2023$1.0B262Feb 14, 202413F-HRchanges · EDGAR ↗
Q3 2023$860M246Nov 13, 202313F-HRchanges · EDGAR ↗
Q2 2023$802M247Aug 9, 202313F-HRchanges · EDGAR ↗
Q1 2023$678M177May 12, 202313F-HRchanges · EDGAR ↗
Q4 2022$590.8B148Feb 14, 202313F-HRchanges · EDGAR ↗
Q3 2022$460M130Nov 10, 202213F-HRchanges · EDGAR ↗
Q2 2022$479M135Aug 10, 202213F-HRchanges · EDGAR ↗
Q1 2022$537M170May 13, 202213F-HRchanges · EDGAR ↗
Q4 2021$513M177Feb 11, 202213F-HRchanges · EDGAR ↗
Q3 2021$458M157Nov 15, 202113F-HRchanges · EDGAR ↗
Q2 2021$462M140Aug 9, 202113F-HRchanges · EDGAR ↗
Q1 2021$424M121May 10, 202113F-HRchanges · EDGAR ↗
Q4 2020$398M119Feb 16, 202113F-HRchanges · EDGAR ↗
Q3 2020$351M82Nov 13, 202013F-HRchanges · EDGAR ↗
Q2 2020$330M83Aug 14, 202013F-HRchanges · EDGAR ↗
Q1 2020$348M68May 12, 202013F-HRchanges · EDGAR ↗
Q4 2019$325M58Feb 12, 202013F-HRchanges · EDGAR ↗
Q3 2019$276M69Nov 13, 201913F-HRchanges · EDGAR ↗
Q2 2019$255M24Aug 14, 201913F-HRchanges · EDGAR ↗
Q1 2019$247M25May 13, 201913F-HRchanges · EDGAR ↗
Q4 2018$214M28Feb 12, 201913F-HRchanges · EDGAR ↗

13F filings are due up to 45 days after quarter end, so holdings shown here lag the fund’s current book. Source: original SEC filing on EDGAR ↗.