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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 19 of 21  ·  416 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
361 FDT FIRST TR EXCH TRD ALPHDX FD 2,789.0 $264K 0.01% +316.0 +12.8% $94.66 +2.1%
362 UGI UGI CORP NEW Utilities 7,575.0 $262K 0.01% +2K +35.5% $34.54 +10.7%
363 VOX VANGUARD WORLD FD 1,413.0 $260K 0.01% +244.0 +20.9% $183.95 +1.2%
364 ITW ILLINOIS TOOL WKS INC Industrials 946.0 $256K 0.01% +77.0 +8.9% $270.57 +4.1%
365 HAL HALLIBURTON CO Energy 7,516.0 $255K 0.01% +310.0 +4.3% $33.95 +4.5%
366 VSS VANGUARD INTL EQUITY INDEX F 1,592.0 $246K 0.01% +218.0 +15.9% $154.25 +4.9%
367 SYSB ISHARES TR 2,755.0 $244K 0.01% +2K +240.5% $88.73 -1.3%
368 BALT INNOVATOR ETFS TRUST 7,112.0 $244K 0.01% +2K +34.6% $34.27 +1.5%
369 QSR RESTAURANT BRANDS INTL INC Consumer Cyclical 3,358.0 $243K 0.01% +676.0 +25.2% $72.51 +7.7%
370 OKE ONEOK INC NEW Energy 2,738.0 $238K 0.01% +260.0 +10.5% $86.94 +8.9%
371 OMF ONEMAIN HLDGS INC Financial Services 3,887.0 $237K 0.01% +66.0 +1.7% $60.94 +4.8%
372 D DOMINION ENERGY INC Utilities 3,449.0 $236K 0.01% +114.0 +3.4% $68.29 -2.6%
373 RFEM FIRST TR EXCH TRADED FD III 2,483.0 $233K 0.01% +110.0 +4.6% $93.91 +5.4%
374 HBAN HUNTINGTON BANCSHARES INC Financial Services 13,064.0 $232K 0.01% +116.0 +0.9% $17.73 -4.9%
375 QXO QXO INC Industrials 13,255.0 $229K 0.01% +3K +33.1% $17.28 -19.8%
376 BUNGE GLOBAL SA 2,140.0 $228K 0.01% +176.0 +9.0% $106.74
377 EMLC VANECK ETF TRUST 8,909.0 $228K 0.01% +719.0 +8.8% $25.56 +0.8%
378 NOC NORTHROP GRUMMAN CORP Industrials 444.0 $226K 0.01% +162.0 +57.5% $509.34 +7.0%
379 JPIE J P MORGAN EXCHANGE TRADED F 4,903.0 $226K 0.01% +491.0 +11.1% $46.05 -0.3%
380 GRMN GARMIN LTD Technology 945.0 $224K 0.01% +21.0 +2.3% $237.55 +22.0%
Page 19 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%