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Portfolio (Quarterly) Guide ↗

GeoWealth Management, LLC

· CIK 0001593387
13F Portfolio $2.8B AUM 950 positions Filed May 13, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 145 New 382 Added 283 Reduced 61 Exited
Page 13 of 20  ·  382 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
241 DUK DUKE ENERGY CORP NEW Utilities 4,272.0 $559K 0.02% +236.0 +5.8% $130.93 -4.0%
242 BAI BLACKROCK ETF TRUST 16,840.0 $555K 0.02% +3K +19.8% $32.95 +45.1%
243 JNK SPDR SERIES TRUST 5,796.0 $555K 0.02% +642.0 +12.5% $95.72 +0.6%
244 SMH VANECK ETF TRUST 1,444.0 $554K 0.02% +893.0 +162.1% $383.41 +50.3%
245 MPWR MONOLITHIC PWR SYS INC Technology 503.0 $550K 0.02% +281.0 +126.6% $1093.47 +45.4%
246 THRO BLACKROCK ETF TRUST 15,172.0 $550K 0.02% +2K +11.0% $36.22 +17.9%
247 IBB ISHARES TR 3,246.0 $548K 0.02% +2K +116.7% $168.92 -0.1%
248 VRTX VERTEX PHARMACEUTICALS INC Healthcare 1,207.0 $539K 0.02% +197.0 +19.5% $446.70 -2.7%
249 GLD SPDR GOLD TR Financial Services 1,237.0 $532K 0.02% +175.0 +16.5% $430.15 -3.8%
250 LMBS FIRST TR EXCHANGE-TRADED FD 10,611.0 $529K 0.02% +629.0 +6.3% $49.81 -0.3%
251 TT TRANE TECHNOLOGIES PLC Industrials 1,267.0 $528K 0.02% +68.0 +5.7% $416.74 +8.2%
252 LYG LLOYDS BANKING GROUP PLC Financial Services 102,725.0 $517K 0.02% +8K +8.2% $5.03 +6.6%
253 QLTA ISHARES TR 10,783.0 $513K 0.02% +706.0 +7.0% $47.59 -0.7%
254 CME CME GROUP INC Financial Services 1,718.0 $508K 0.02% +408.0 +31.1% $295.52 -1.5%
255 CARY ANGEL OAK FUNDS TRUST 24,232.0 $503K 0.02% +652.0 +2.8% $20.77 +0.1%
256 CVS CVS HEALTH CORP Healthcare 6,909.0 $496K 0.02% +3K +65.0% $71.82 +29.9%
257 MANAGED PORTFOLIO SERIES 20,350.0 $493K 0.02% +3K +19.8% $24.21
258 SO SOUTHERN CO Utilities 4,865.0 $470K 0.02% +535.0 +12.4% $96.53 -2.0%
259 BSX BOSTON SCIENTIFIC CORP Healthcare 7,429.0 $466K 0.02% +2K +34.6% $62.76 -7.9%
260 MAA MID-AMER APT CMNTYS INC Real Estate 3,792.0 $463K 0.02% +210.0 +5.9% $122.18 +7.3%
Page 13 of 20  ·  382 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 27.1%
Financial Services 16.4%
Real Estate 11.3%
Healthcare 9.9%
Communication Services 9.2%
Consumer Cyclical 7.9%
Industrials 5.6%
Consumer Defensive 4.9%
Energy 3.3%
Utilities 2.2%