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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 6 of 21  ·  416 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
101 CVX CHEVRON CORPORATION Energy 11,064.0 $1.8M 0.06% +962.0 +9.5% $165.78 +20.4%
102 KIM KIMCO REALTY CORP Real Estate 70,886.0 $1.8M 0.06% +28K +64.8% $25.35 -6.1%
103 IJR ISHARES TR 11,994.0 $1.8M 0.06% +4K +53.8% $148.33 -1.0%
104 JAAA JANUS DETROIT STR TR 35,178.0 $1.8M 0.06% +2K +5.9% $50.49 +0.4%
105 XMHQ INVESCO EXCHANGE TRADED FD T 15,640.0 $1.8M 0.06% +263.0 +1.7% $112.88 +5.9%
106 ICE INTERCONTINENTAL EXCHANGE IN Financial Services 14,202.0 $1.7M 0.06% +7K +91.3% $123.11 +31.0%
107 BDX BECTON DICKINSON & CO Healthcare 11,547.0 $1.7M 0.06% +2K +16.2% $151.33 +24.3%
108 VICI VICI PPTYS INC Real Estate 65,617.0 $1.7M 0.06% +8K +14.0% $26.55 -2.9%
109 MTUM ISHARES TR 5,022.0 $1.7M 0.05% +4K +492.9% $342.94 -11.3%
110 FIX COMFORT SYS USA INC Industrials 868.0 $1.7M 0.05% +293.0 +51.0% $1982.03 -18.5%
111 GD GENERAL DYNAMICS CORP Industrials 4,812.0 $1.7M 0.05% +127.0 +2.7% $354.26 +7.3%
112 SHY ISHARES TR 20,353.0 $1.7M 0.05% +10K +104.7% $82.11 -0.1%
113 BUYW NORTHERN LTS FD TR IV 115,075.0 $1.7M 0.05% +23K +25.4% $14.45 +0.6%
114 COP CONOCOPHILLIPS Energy 15,888.0 $1.7M 0.05% +1K +7.4% $103.97 +24.6%
115 PANW PALO ALTO NETWORKS INC Technology 4,783.0 $1.6M 0.05% +173.0 +3.8% $341.15 +12.2%
116 GS GOLDMAN SACHS GROUP INC Financial Services 1,608.0 $1.6M 0.05% +306.0 +23.5% $1011.33 +2.9%
117 UBER UBER TECHNOLOGIES INC Technology 22,361.0 $1.6M 0.05% +2K +10.9% $72.16 +6.6%
118 VTR VENTAS INC Real Estate 17,937.0 $1.6M 0.05% +4K +32.0% $88.80 +4.6%
119 JBND J P MORGAN EXCHANGE TRADED F 29,245.0 $1.6M 0.05% +9K +45.3% $53.50 -1.2%
120 APH AMPHENOL CORP Technology 8,869.0 $1.6M 0.05% +4K +67.6% $176.32 -8.5%
Page 6 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%