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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 12 of 21  ·  416 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
221 SMFG SUMITOMO MITSUI FIN GRP INC Financial Services 30,744.0 $725K 0.02% +11K +59.6% $23.58 +7.8%
222 SCHF SCHWAB STRATEGIC TR 25,857.0 $716K 0.02% +14K +118.0% $27.70 +2.6%
223 FN FABRINET Technology 1,270.0 $712K 0.02% +416.0 +48.7% $561.01 -22.9%
224 TEVA TEVA PHARMACEUTICAL INDS LTD Healthcare 20,848.0 $706K 0.02% +17K +486.1% $33.88 +11.0%
225 T AT&T INC Communication Services 34,061.0 $705K 0.02% +1K +3.8% $20.70 +22.8%
226 PPL PPL CORP Utilities 19,186.0 $697K 0.02% +188.0 +1.0% $36.35 -5.3%
227 PTLC PACER FDS TR 11,777.0 $686K 0.02% +844.0 +7.7% $58.26 +3.2%
228 VRTX VERTEX PHARMACEUTICALS INC Healthcare 1,345.0 $669K 0.02% +138.0 +11.4% $497.29 +10.1%
229 PDBC INVESCO ACTVELY MNGD ETC FD 41,577.0 $660K 0.02% +526.0 +1.3% $15.88 +16.0%
230 BLACKROCK ETF TRUST 17,976.0 $658K 0.02% +5K +35.0% $36.60
231 CRWD CROWDSTRIKE HLDGS INC Technology 853.0 $651K 0.02% +193.0 +29.2% $190.89 +19.4%
232 GWX SPDR INDEX SHS FDS 14,598.0 $639K 0.02% +201.0 +1.4% $43.76 +7.2%
233 FERG FERGUSON ENTERPRISES INC Industrials 2,667.0 $633K 0.02% +129.0 +5.1% $237.39 -1.7%
234 BSTP INNOVATOR ETFS TRUST 16,002.0 $629K 0.02% +1K +7.0% $39.33 +2.4%
235 GSK GSK PLC Healthcare 11,920.0 $625K 0.02% +278.0 +2.4% $52.42 -4.1%
236 TIGO MILLICOM INTL CELLULAR S A Communication Services 6,845.0 $621K 0.02% +4K +122.3% $90.77 +2.7%
237 BMO BANK MONTREAL MEDIUM Financial Services 3,448.0 $609K 0.02% +845.0 +32.5% $176.70 -2.6%
238 ADC AGREE RLTY CORP Real Estate 8,042.0 $609K 0.02% +2K +27.7% $75.74 -3.4%
239 CCJ CAMECO CORP Energy 5,978.0 $609K 0.02% +145.0 +2.5% $101.83 +4.4%
240 AMRIZE LTD 11,415.0 $608K 0.02% +387.0 +3.5% $53.30
Page 12 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%