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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 6 of 20  ·  382 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
101 SAP SAP SE Technology 10,860.0 $1.9M 0.07% +4K +60.9% $171.22 +2.8%
102 DGCB DIMENSIONAL ETF TRUST 33,936.0 $1.8M 0.07% +17K +102.7% $54.14 +0.5%
103 ORCL ORACLE CORP Technology 12,412.0 $1.8M 0.07% +1K +12.7% $147.12 +30.6%
104 GE GE AEROSPACE Industrials 6,335.0 $1.8M 0.07% +971.0 +18.1% $283.79 +6.7%
105 SNY SANOFI SA Healthcare 36,989.0 $1.8M 0.06% +5K +15.2% $48.18 -8.1%
106 HYG ISHARES TR 22,347.0 $1.8M 0.06% +1K +5.2% $79.56 +0.4%
107 BP BP PLC Energy 36,632.0 $1.7M 0.06% +6K +19.8% $47.00 -5.6%
108 ELV ELEVANCE HEALTH INC FORMERLY Healthcare 5,839.0 $1.7M 0.06% +1K +34.4% $292.76 +34.8%
109 NFLX NETFLIX INC. Communication Services 17,685.0 $1.7M 0.06% +2K +15.6% $96.15 -7.9%
110 NVS NOVARTIS AG Healthcare 10,643.0 $1.6M 0.06% +139.0 +1.3% $152.76 -0.5%
111 VLO VALERO ENERGY CORP Energy 6,556.0 $1.6M 0.06% +5K +383.5% $247.08 -0.0%
112 CMCSA COMCAST CORP NEW Communication Services 56,402.0 $1.6M 0.06% +17K +44.1% $28.71 -12.2%
113 GD GENERAL DYNAMICS CORP Industrials 4,685.0 $1.6M 0.06% +246.0 +5.5% $343.22 -0.1%
114 SHW SHERWIN WILLIAMS CO Basic Materials 4,982.0 $1.6M 0.06% +710.0 +16.6% $320.55 -3.6%
115 XMHQ INVESCO EXCHANGE TRADED FD T 15,377.0 $1.6M 0.06% +538.0 +3.6% $103.37 +4.9%
116 XLU SELECT SECTOR SPDR TR 34,495.0 $1.6M 0.06% +10K +39.1% $45.89 -1.2%
117 BDX BECTON DICKINSON & CO Healthcare 9,937.0 $1.6M 0.06% +2K +26.7% $157.24 -6.1%
118 GLW CORNING INC Technology 11,290.0 $1.5M 0.06% +4K +53.1% $135.99 +42.7%
119 WDC WESTERN DIGITAL CORP Technology 5,665.0 $1.5M 0.06% +1K +31.1% $270.57 +79.0%
120 LQD ISHARES TR 14,026.0 $1.5M 0.06% +4K +38.1% $108.99 -0.6%
Page 6 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%