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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 2 of 5  ·  85 positions
# Ticker Company Sector Shares Value ↓ % Port Status
21 DINO HF SINCLAIR CORP Energy 9,286 $579K 0.02% SOLD
22 TRV TRAVELERS COMPANIES INC Financial Services 1,721 $502K 0.02% SOLD
23 SHG SHINHAN FINANCIAL GROUP CO L Financial Services 7,926 $486K 0.02% SOLD
24 LST MANAGED PORTFOLIO SERIES 11,905 $482K 0.02% SOLD
25 BABA ALIBABA GROUP HLDG LTD Consumer Cyclical 3,440 $432K 0.02% SOLD
26 SIL GLOBAL X FDS 4,591 $414K 0.01% SOLD
27 BALL BALL CORP Consumer Cyclical 6,742 $399K 0.01% SOLD
28 FMC FMC CORP Basic Materials 22,809 $393K 0.01% SOLD
29 BWA BORGWARNER INC Consumer Cyclical 6,573 $357K 0.01% SOLD
30 YUM YUM BRANDS INC Consumer Cyclical 2,142 $333K 0.01% SOLD
31 AEM AGNICO EAGLE MINES LTD Basic Materials 1,540 $312K 0.01% SOLD
32 CNH INDL N V 28,116 $309K 0.01% SOLD
33 CUZ COUSINS PPTYS INC Real Estate 13,554 $306K 0.01% SOLD
34 COLLABORATIVE INVESTMNT SER 12,114 $303K 0.01% SOLD
35 CZR CAESARS ENTERTAINMENT INC NE Consumer Cyclical 10,503 $278K 0.01% SOLD
36 AWK AMERICAN WTR WKS CO INC NEW Utilities 2,036 $277K 0.01% SOLD
37 USFD US FOODS HLDG CORP Consumer Defensive 2,975 $274K 0.01% SOLD
38 AMH AMERICAN HOMES 4 RENT Real Estate 9,557 $267K 0.01% SOLD
39 PRU PRUDENTIAL FINL INC Financial Services 2,708 $264K 0.01% SOLD
40 MRSK NORTHERN LIGHTS FD TR 7,082 $250K 0.01% SOLD
Page 2 of 5  ·  85 positions
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%