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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 15 of 20  ·  382 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
281 XLRE SELECT SECTOR SPDR TR 9,378.0 $383K 0.01% +2K +23.4% $40.82 +9.2%
282 CDNS CADENCE DESIGN SYSTEM INC Technology 1,369.0 $381K 0.01% +38.0 +2.9% $277.95 +34.4%
283 SMFG SUMITOMO MITSUI FIN GRP INC Financial Services 19,264.0 $380K 0.01% +5K +36.8% $19.75 +14.9%
284 FE FIRSTENERGY CORP Utilities 7,468.0 $378K 0.01% +4K +99.0% $50.66 -8.6%
285 IGM ISHARES TR 3,178.0 $377K 0.01% +1K +60.7% $118.54 +32.6%
286 BALI BLACKROCK ETF TRUST 12,212.0 $376K 0.01% +88.0 +0.7% $30.81 +10.2%
287 UNP UNION PAC CORP Industrials 1,538.0 $373K 0.01% +93.0 +6.4% $242.62 +9.6%
288 AFLG FIRST TR EXCHNG TRADED FD VI 9,633.0 $372K 0.01% +914.0 +10.5% $38.58 +12.9%
289 AOK ISHARES TR 9,243.0 $369K 0.01% +537.0 +6.2% $39.89 +3.2%
290 WEC WEC ENERGY GROUP INC Utilities 3,148.0 $364K 0.01% +51.0 +1.6% $115.76 -2.0%
291 TCAF T ROWE PRICE ETF INC 10,131.0 $361K 0.01% +412.0 +4.2% $35.59 +13.6%
292 MRSH MARSH & MCLENNAN COS INC Financial Services 2,036.0 $353K 0.01% +430.0 +26.8% $173.57 -5.4%
293 IWP ISHARES TR 2,756.0 $353K 0.01% +81.0 +3.0% $128.13 +8.8%
294 MAR MARRIOTT INTL INC NEW Consumer Cyclical 1,073.0 $351K 0.01% +163.0 +17.9% $327.38 +12.8%
295 FTGC FIRST TR EXCHANGE TRAD FD VI 12,187.0 $350K 0.01% +3K +28.0% $28.71 +2.3%
296 FIS FIDELITY NATL INFORMATION SV Technology 7,448.0 $349K 0.01% +2K +42.6% $46.91 -7.1%
297 FAST FASTENAL CO Industrials 7,263.0 $337K 0.01% +96.0 +1.3% $46.41 -5.3%
298 DBMF LITMAN GREGORY FDS TR 11,177.0 $337K 0.01% +409.0 +3.8% $30.15 +3.1%
299 J JACOBS SOLUTIONS INC Industrials 2,630.0 $335K 0.01% +147.0 +5.9% $127.28 -9.9%
300 YUM YUM BRANDS INC Consumer Cyclical 2,142.0 $333K 0.01% +127.0 +6.3% $155.48 -0.7%
Page 15 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%