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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 16 of 21  ·  416 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
301 PSX PHILLIPS 66 Energy 2,252.0 $381K 0.01% +737.0 +48.6% $169.15 +41.8%
302 FTGS FIRST TR EXCHANGE-TRADED FD 10,214.0 $378K 0.01% +603.0 +6.3% $37.00 +7.3%
303 MGK VANGUARD WORLD FD 4,285.0 $377K 0.01% +3K +400.0% $87.91 +2.9%
304 HIW HIGHWOODS PPTYS INC Real Estate 12,466.0 $376K 0.01% +2K +14.0% $30.16 +4.0%
305 CTVA CORTEVA INC Basic Materials 4,432.0 $375K 0.01% +199.0 +4.7% $84.70 -2.8%
306 WEC WEC ENERGY GROUP INC Utilities 3,200.0 $374K 0.01% +52.0 +1.6% $116.78 -9.0%
307 ALL ALLSTATE CORP Financial Services 1,566.0 $373K 0.01% +32.0 +2.1% $237.93 +8.3%
308 EME EMCOR GROUP INC Industrials 445.0 $368K 0.01% +57.0 +14.7% $828.02 -6.4%
309 EFG ISHARES TR 2,956.0 $368K 0.01% +159.0 +5.7% $124.42 +1.0%
310 RCL ROYAL CARIBBEAN GROUP Consumer Cyclical 1,152.0 $366K 0.01% +217.0 +23.2% $317.78 -10.4%
311 EPRT ESSENTIAL PPTYS RLTY TR INC Real Estate 12,110.0 $361K 0.01% +5K +76.5% $29.85 +1.7%
312 BYD BOYD GAMING CORP Consumer Cyclical 4,077.0 $360K 0.01% +2K +59.5% $88.33 -9.9%
313 INGERSOLL RAND INC 4,369.0 $358K 0.01% +1K +39.5% $81.99
314 TWLO TWILIO INC Communication Services 1,716.0 $354K 0.01% +245.0 +16.7% $206.39 +16.9%
315 GTO INVESCO ACTIVELY MANAGED EXC 7,531.0 $353K 0.01% +2K +34.5% $46.87 -1.3%
316 FIIG FIRST TR EXCHANGE-TRADED FD 16,951.0 $351K 0.01% +1K +8.5% $20.71 -1.2%
317 FIS FIDELITY NATL INFORMATION SV Technology 9,003.0 $350K 0.01% +2K +20.9% $38.88 +4.3%
318 PGR PROGRESSIVE CORP Financial Services 1,600.0 $350K 0.01% +196.0 +14.0% $218.45 -0.4%
319 DIHP DIMENSIONAL ETF TRUST 10,171.0 $347K 0.01% +1K +15.5% $34.13 +4.2%
320 LH LABCORP HOLDINGS INC Healthcare 1,237.0 $346K 0.01% +18.0 +1.5% $280.08 +20.2%
Page 16 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%