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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 15 of 21  ·  416 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
281 NWE NORTHWESTERN ENERGY GROUP IN Utilities 5,978.0 $428K 0.01% +450.0 +8.1% $71.61 -0.8%
282 ALLW SSGA ACTIVE TR 14,590.0 $427K 0.01% +7K +87.8% $29.27 +3.8%
283 TGRT T ROWE PRICE ETF INC 9,274.0 $424K 0.01% +806.0 +9.5% $45.72 +2.5%
284 AFLG FIRST TR EXCHNG TRADED FD VI 9,702.0 $421K 0.01% +69.0 +0.7% $43.42 +3.8%
285 CARR CARRIER GLOBAL CORPORATION Industrials 5,673.0 $416K 0.01% +133.0 +2.4% $73.35 -19.8%
286 SE SEA LTD Consumer Cyclical 4,317.0 $414K 0.01% +631.0 +17.1% $95.83 +23.5%
287 SHLD GLOBAL X FDS 6,901.0 $412K 0.01% +850.0 +14.1% $59.72 +12.0%
288 VVR INVESCO SR INCOME TR Financial Services 137,352.0 $412K 0.01% +35K +33.6% $3.00 -3.0%
289 PTMC PACER FDS TR 9,777.0 $409K 0.01% +691.0 +7.6% $41.83 -0.8%
290 ADM ARCHER DANIELS MIDLAND CO Consumer Defensive 5,346.0 $408K 0.01% +1K +30.9% $76.41 +3.5%
291 VPL VANGUARD INTL EQUITY INDEX F 3,505.0 $406K 0.01% +2K +156.0% $115.71 +0.1%
292 AOK ISHARES TR 9,753.0 $405K 0.01% +510.0 +5.5% $41.48 -0.0%
293 MET METLIFE INC Financial Services 4,765.0 $403K 0.01% +921.0 +24.0% $84.63 +13.7%
294 PNW PINNACLE WEST CAP CORP Utilities 3,734.0 $400K 0.01% +436.0 +13.2% $107.01 -8.5%
295 EMBJ EMBRAER S.A. Industrials 6,226.0 $397K 0.01% +699.0 +12.7% $63.80 +18.2%
296 AOM ISHARES TR 7,916.0 $395K 0.01% +173.0 +2.2% $49.89 +0.2%
297 FAST FASTENAL CO Industrials 8,199.0 $394K 0.01% +936.0 +12.9% $48.03 +6.5%
298 PXH INVESCO EXCH TRADED FD TR II 13,958.0 $389K 0.01% +6K +73.3% $27.88 +6.0%
299 FE FIRSTENERGY CORP Utilities 8,043.0 $382K 0.01% +575.0 +7.7% $47.54 -2.7%
300 FPE FIRST TR EXCH TRADED FD III 21,333.0 $381K 0.01% +3K +17.9% $17.88 -1.0%
Page 15 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%