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Portfolio (Quarterly) Guide ↗

GeoWealth Management, LLC

· CIK 0001593387
13F Portfolio $3.2B AUM 987 positions Filed Jul 30, 2026 EDGAR ↗ ← All Funds
Q2 2026 Q1 2026 · All 114 New 416 Added 310 Reduced 85 Exited
Page 11 of 21  ·  416 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
201 FITB FIFTH THIRD BANCORP Financial Services 15,788.0 $890K 0.03% +2K +18.0% $56.37 -2.7%
202 SNN SMITH & NEPHEW PLC Healthcare 29,875.0 $861K 0.03% +16K +110.1% $28.81 +1.1%
203 FTCB FIRST TR EXCHANGE-TRADED FD 40,595.0 $847K 0.03% +3K +6.6% $20.85 -1.3%
204 HWM HOWMET AEROSPACE INC Industrials 3,148.0 $846K 0.03% +263.0 +9.1% $268.71 -0.4%
205 JNK SPDR SERIES TRUST 8,733.0 $842K 0.03% +3K +50.7% $96.38 -0.3%
206 PFE PFIZER INC Healthcare 34,730.0 $836K 0.03% +2K +7.2% $24.08 +16.4%
207 JIRE J P MORGAN EXCHANGE TRADED F 10,017.0 $826K 0.03% +1K +11.7% $82.49 +3.1%
208 DFSD DIMENSIONAL ETF TRUST 17,249.0 $824K 0.03% +258.0 +1.5% $47.75 -0.8%
209 TT TRANE TECHNOLOGIES PLC Industrials 1,629.0 $800K 0.03% +362.0 +28.6% $491.16 -7.5%
210 QQQ INVESCO QQQ TR Financial Services 1,085.0 $799K 0.03% +45.0 +4.3% $736.42 -2.1%
211 SUI SUN CMNTYS INC Real Estate 6,663.0 $799K 0.03% +1K +21.5% $119.92 +2.7%
212 LMT LOCKHEED MARTIN CORP Industrials 1,568.0 $799K 0.03% +56.0 +3.7% $509.41 +11.1%
213 TFC TRUIST FINL CORP Financial Services 15,955.0 $795K 0.03% +138.0 +0.9% $49.82 +1.0%
214 CERY SPDR SERIES TRUST 23,395.0 $782K 0.03% +1K +5.3% $33.43 +14.2%
215 MELI MERCADOLIBRE INC Consumer Cyclical 458.0 $775K 0.02% +70.0 +18.0% $1692.54 +14.1%
216 SPTS SPDR SERIES TRUST 26,544.0 $770K 0.02% +10K +60.1% $29.01 -0.1%
217 IBB ISHARES TR 4,017.0 $764K 0.02% +771.0 +23.8% $190.15 +13.0%
218 IGM ISHARES TR 4,643.0 $760K 0.02% +1K +46.1% $163.65 -0.6%
219 EMR EMERSON ELEC CO Industrials 5,176.0 $741K 0.02% +390.0 +8.2% $143.16 +10.2%
220 MPC MARATHON PETE CORP Energy 2,867.0 $733K 0.02% +448.0 +18.5% $255.69 +42.2%
Page 11 of 21  ·  416 positions

Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.

Sector Allocation
Technology 32.3%
Financial Services 16.4%
Real Estate 11.2%
Healthcare 9.4%
Communication Services 7.3%
Consumer Cyclical 7.1%
Industrials 6.5%
Consumer Defensive 3.8%
Utilities 2.1%
Energy 2.0%