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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 20 of 21  ·  416 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
381 CEG CONSTELLATION ENERGY CORP Utilities 889.0 $222K 0.01% +5.0 +0.6% $249.29 +13.3%
382 SCHP SCHWAB STRATEGIC TR 8,324.0 $221K 0.01% +313.0 +3.9% $26.50 -1.7%
383 OMFL INVESCO EXCH TRD SLF IDX FD 3,211.0 $220K 0.01% +1K +72.3% $68.53 +3.7%
384 CTAS CINTAS CORP Industrials 1,294.0 $220K 0.01% +126.0 +10.8% $170.06 +20.0%
385 EMHC SPDR SERIES TRUST 8,614.0 $219K 0.01% +541.0 +6.7% $25.44 -1.7%
386 SNA SNAP ON INC Industrials 541.0 $218K 0.01% +14.0 +2.7% $403.74 -2.0%
387 RTO RENTOKIL INITIAL PLC Industrials 7,593.0 $217K 0.01% +135.0 +1.8% $28.61 -18.0%
388 ROP ROPER TECHNOLOGIES INC Industrials 633.0 $214K 0.01% +52.0 +8.9% $338.73 +24.8%
389 SRLN SSGA ACTIVE ETF TR 5,013.0 $202K 0.01% +357.0 +7.7% $40.29 +1.2%
390 VRSN VERISIGN INC Technology 773.0 $194K 0.01% +6.0 +0.8% $251.59 +17.1%
391 VIG VANGUARD SPECIALIZED FUNDS 816.0 $193K 0.01% +112.0 +15.9% $236.61 +2.8%
392 JIG J P MORGAN EXCHANGE TRADED F 2,175.0 $190K 0.01% +35.0 +1.6% $87.17 -1.5%
393 LEIDOS HOLDINGS INC 1,839.0 $189K 0.01% +613.0 +50.0% $102.92
394 VGLT VANGUARD SCOTTSDALE FDS 3,313.0 $183K 0.01% +337.0 +11.3% $55.18 -3.3%
395 TFI SPDR SERIES TRUST 3,913.0 $179K 0.01% +1K +35.4% $45.80 -2.3%
396 CRS CARPENTER TECHNOLOGY CORP Industrials 290.0 $179K 0.01% +123.0 +73.7% $617.03 -20.5%
397 MTZ MASTEC INC Industrials 413.0 $172K 0.01% +46.0 +12.5% $415.41 -39.5%
398 ESLT ELBIT SYS LTD Industrials 224.0 $170K 0.01% +37.0 +19.8% $758.78 -5.3%
399 BLACKROCK ETF TRUST 4,504.0 $143K 0.01% +676.0 +17.7% $31.78
400 PBJ INVESCO EXCHANGE TRADED FD T 3,015.0 $142K 0.00% +2K +277.8% $47.13 +1.5%
Page 20 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%