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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 8 of 21  ·  416 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
141 NTCT NETSCOUT SYS INC Technology 31,644.0 $1.4M 0.04% +14K +83.0% $43.55 -9.4%
142 DIS DISNEY WALT CO Communication Services 14,197.0 $1.4M 0.04% +240.0 +1.7% $96.25 +11.0%
143 ETN EATON CORP PLC Industrials 3,172.0 $1.4M 0.04% +525.0 +19.8% $426.23 -2.4%
144 AGGA EA SERIES TRUST 53,693.0 $1.3M 0.04% +9K +18.9% $25.13 -0.7%
145 IWY ISHARES TR 4,601.0 $1.3M 0.04% +258.0 +5.9% $290.62 -0.4%
146 ANDE ANDERSONS INC Consumer Defensive 19,091.0 $1.3M 0.04% +2K +14.8% $68.40 -6.8%
147 DB DEUTSCHE BK AG Financial Services 37,807.0 $1.3M 0.04% +9K +32.8% $33.76 +18.7%
148 NATWEST GROUP PLC 72,046.0 $1.3M 0.04% +9K +13.6% $17.63
149 ACN ACCENTURE PLC IRELAND Technology 10,203.0 $1.3M 0.04% +3K +37.7% $124.42 +50.6%
150 NUE NUCOR CORP Basic Materials 5,523.0 $1.2M 0.04% +2K +61.0% $222.80 +13.3%
151 COST COSTCO WHOLESALE CORPORATION Consumer Defensive 1,313.0 $1.2M 0.04% +32.0 +2.5% $935.36 -0.1%
152 ACWX ISHARES TR 16,006.0 $1.2M 0.04% +3K +23.9% $76.11 +2.4%
153 MUB ISHARES TR 11,272.0 $1.2M 0.04% +7K +159.7% $107.63 -2.1%
154 HD HOME DEPOT INC Consumer Cyclical 3,428.0 $1.2M 0.04% +214.0 +6.7% $352.84 -6.9%
155 PG PROCTER & GAMBLE CO Consumer Defensive 8,195.0 $1.2M 0.04% +983.0 +13.6% $146.67 -2.4%
156 MO ALTRIA GROUP INC Consumer Defensive 16,656.0 $1.2M 0.04% +2K +10.2% $71.95 -5.9%
157 GEV GE VERNOVA INC Utilities 1,018.0 $1.2M 0.04% +126.0 +14.1% $1174.86 -18.8%
158 JCPB J P MORGAN EXCHANGE TRADED F 25,441.0 $1.2M 0.04% +3K +14.9% $46.94 -1.2%
159 DGRO ISHARES TR 15,697.0 $1.2M 0.04% +383.0 +2.5% $75.79 +4.6%
160 AJG GALLAGHER ARTHUR J & CO Financial Services 5,178.0 $1.2M 0.04% +3K +157.7% $229.59 +13.3%
Page 8 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%