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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 7 of 21  ·  416 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
121 PHG KONINKLIJKE PHILIPS N V Healthcare 56,349.0 $1.5M 0.05% +9K +17.9% $27.19 -1.0%
122 RTX RTX CORPORATION Industrials 8,068.0 $1.5M 0.05% +456.0 +6.0% $189.72 +11.8%
123 MRK MERCK & CO INC Healthcare 11,907.0 $1.5M 0.05% +915.0 +8.3% $128.50 +16.4%
124 MUFG MITSUBISHI UFJ FINANCIAL GRO Financial Services 76,319.0 $1.5M 0.05% +10K +14.4% $19.89 +12.8%
125 CW CURTISS WRIGHT CORP Industrials 1,985.0 $1.5M 0.05% +628.0 +46.3% $757.87 -20.1%
126 SYK STRYKER CORPORATION Healthcare 4,772.0 $1.5M 0.05% +861.0 +22.0% $314.82 +2.3%
127 BXP BXP INC Real Estate 22,653.0 $1.5M 0.05% +816.0 +3.7% $66.31 +5.5%
128 CAT CATERPILLAR INC Industrials 1,396.0 $1.5M 0.05% +130.0 +10.3% $1066.40 -23.4%
129 DFEM DIMENSIONAL ETF TRUST 36,131.0 $1.5M 0.05% +1K +2.9% $40.64 -0.4%
130 RELX RELX PLC Communication Services 46,022.0 $1.5M 0.05% +949.0 +2.1% $31.67 +14.6%
131 VUG VANGUARD INDEX FDS 16,878.0 $1.5M 0.05% +13K +385.7% $86.14 +3.2%
132 EQR EQUITY RESIDENTIAL Real Estate 21,211.0 $1.4M 0.04% +7K +51.9% $67.93 -6.3%
133 CVS CVS HEALTH CORP Healthcare 13,895.0 $1.4M 0.04% +7K +101.1% $103.45 -10.2%
134 VRT VERTIV HOLDINGS CO Industrials 4,277.0 $1.4M 0.04% +2K +65.5% $334.78 -19.6%
135 AVB AVALONBAY CMNTYS INC Real Estate 7,566.0 $1.4M 0.04% +359.0 +5.0% $188.71 -2.5%
136 NOK NOKIA CORP Technology 107,450.0 $1.4M 0.04% +86K +411.8% $13.28 -20.3%
137 AVRE AMERICAN CENTY ETF TR 29,797.0 $1.4M 0.04% +2K +6.1% $47.38 +1.3%
138 CCI CROWN CASTLE INC Real Estate 18,604.0 $1.4M 0.04% +263.0 +1.4% $75.73 -0.9%
139 AGGH SIMPLIFY EXCHANGE TRADED FUN 69,076.0 $1.4M 0.04% +5K +7.9% $20.17 -1.6%
140 DEO DIAGEO PLC Consumer Defensive 17,266.0 $1.4M 0.04% +2K +12.0% $80.38 +14.6%
Page 7 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%