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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 1 of 6  ·  114 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1 RSPT INVESCO EXCHANGE TRADED FD T 46,120.0 $3.0M 0.09% NEW $64.50 +1.7%
2 SJNK SPDR SERIES TRUST 114,769.0 $2.9M 0.09% NEW $25.03 -0.4%
3 SPHQ INVESCO EXCHANGE TRADED FD T 24,055.0 $2.2M 0.07% NEW $90.10 -4.5%
4 QTUM ETF SER SOLUTIONS 10,509.0 $1.7M 0.06% NEW $165.38 -8.9%
5 STM STMICROELECTRONICS N V Technology 21,456.0 $1.6M 0.05% NEW $74.89 -31.8%
6 SNDK SANDISK CORP Technology 573.0 $1.3M 0.04% NEW $2276.36 -35.2%
7 MLPX GLOBAL X FDS 15,956.0 $1.2M 0.04% NEW $73.66 +2.3%
8 TSEM TOWER SEMICONDUCTOR LTD Technology 4,184.0 $1.1M 0.03% NEW $260.60 -16.2%
9 EXC EXELON CORP Utilities 21,546.0 $1.0M 0.03% NEW $46.62 -5.6%
10 HBCP HOMEBANCORP INC Financial Services 12,532.0 $859K 0.03% NEW $68.52 +2.2%
11 COHR COHERENT CORP Technology 2,158.0 $851K 0.03% NEW $394.47 -25.6%
12 CSTM CONSTELLIUM SE Basic Materials 26,672.0 $850K 0.03% NEW $31.87 -14.2%
13 STT STATE STR CORP Financial Services 4,524.0 $768K 0.02% NEW $169.68 +13.7%
14 ICLN ISHARES TR 37,269.0 $764K 0.02% NEW $20.49 -13.1%
15 IYT ISHARES TR 8,674.0 $752K 0.02% NEW $86.75 -0.4%
16 HUM HUMANA INC Healthcare 1,874.0 $744K 0.02% NEW $397.22 -0.4%
17 FPA FIRST TR EXCH TRD ALPHDX FD 13,771.0 $737K 0.02% NEW $53.52 -6.0%
18 NTRS NORTHERN TR CORP Financial Services 3,982.0 $693K 0.02% NEW $173.92 +7.0%
19 IALT BLACKROCK ETF TRUST 23,782.0 $667K 0.02% NEW $28.05 +3.5%
20 GNR SPDR INDEX SHS FDS 9,693.0 $652K 0.02% NEW $67.31 +16.4%
Page 1 of 6  ·  114 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%