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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 13 of 21  ·  416 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
241 VNO VORNADO RLTY TR Real Estate 15,462.0 $608K 0.02% +1K +10.4% $39.30 -1.5%
242 ROKU ROKU INC Communication Services 4,316.0 $596K 0.02% +246.0 +6.0% $138.14 +13.1%
243 BALI BLACKROCK ETF TRUST 17,559.0 $594K 0.02% +5K +43.8% $33.83 +3.0%
244 MTB M & T BK CORP Financial Services 2,492.0 $593K 0.02% +496.0 +24.9% $238.01 +0.3%
245 SKT TANGER INC Real Estate 14,548.0 $574K 0.02% +3K +25.7% $39.47 -4.6%
246 HOOD ROBINHOOD MKTS INC Financial Services 5,689.0 $570K 0.02% +2K +63.1% $100.27 +9.5%
247 WPC WP CAREY INC Real Estate 7,952.0 $569K 0.02% +1K +22.1% $71.52 -1.6%
248 EMXC ISHARES INC 5,533.0 $566K 0.02% +3K +160.1% $102.28 -3.1%
249 BLCR BLACKROCK ETF TRUST 11,131.0 $561K 0.02% +1K +14.8% $50.37 -1.6%
250 CARY ANGEL OAK FUNDS TRUST 26,474.0 $550K 0.02% +2K +9.2% $20.78 -0.2%
251 XLRE SELECT SECTOR SPDR TR 12,328.0 $543K 0.02% +3K +31.5% $44.03 +1.4%
252 RDVY FIRST TR EXCHANGE TRADED FD 6,614.0 $536K 0.02% +155.0 +2.4% $81.06 +1.7%
253 FLEX FLEXTRONICS INTL LTD Technology 3,219.0 $522K 0.02% +1K +52.6% $162.18 -28.9%
254 LOW LOWES COS INC Consumer Cyclical 2,350.0 $518K 0.02% +46.0 +2.0% $220.49 -6.2%
255 KBH KB HOME Consumer Cyclical 8,191.0 $513K 0.02% +3K +49.4% $62.59 -12.6%
256 MSI MOTOROLA SOLUTIONS INC Technology 1,227.0 $510K 0.02% +100.0 +8.9% $415.48 +17.1%
257 JCI JOHNSON CONTROLS INTERNATION Industrials 3,452.0 $504K 0.02% +1K +68.3% $146.11 -2.7%
258 F FORD MTR CO Consumer Cyclical 36,041.0 $501K 0.02% +2K +5.9% $13.90 +0.4%
259 SO SOUTHERN CO Utilities 5,215.0 $499K 0.02% +350.0 +7.2% $95.70 -6.9%
260 MBB ISHARES TR 5,257.0 $497K 0.02% +838.0 +19.0% $94.53 -1.1%
Page 13 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%