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Portfolio (Quarterly) Guide ↗

GeoWealth Management, LLC

· CIK 0001593387
13F Portfolio $2.7B AUM Filed Feb 17, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 769 New
Page 14 of 39  ·  769 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
261 XLE SELECT SECTOR SPDR TR 23,393.0 $1.0M 0.04% NEW $44.70 +33.1%
262 MRK MERCK & CO INC Healthcare 9,917.0 $1.0M 0.04% NEW $105.27 +16.3%
263 MCD MCDONALDS CORP Consumer Cyclical 3,411.0 $1.0M 0.04% NEW $305.68 -7.7%
264 RELX RELX PLC Communication Services 25,771.0 $1.0M 0.04% NEW $40.42 -18.3%
265 IJR ISHARES TR 8,550.0 $1.0M 0.04% NEW $120.19 +14.3%
266 ANGLOGOLD ASHANTI PLC 12,012.0 $1.0M 0.04% NEW $85.28
267 COST COSTCO WHSL CORP NEW Consumer Defensive 1,188.0 $1.0M 0.04% NEW $861.92 +19.3%
268 CHKP CHECK POINT SOFTWARE TECH LT Technology 5,505.0 $1.0M 0.04% NEW $185.56 -28.0%
269 VFLO VICTORY PORTFOLIOS II 25,935.0 $1.0M 0.04% NEW $39.38 +12.2%
270 UNH UNITEDHEALTH GROUP INC Healthcare 3,092.0 $1.0M 0.04% NEW $330.16 +17.7%
271 PG PROCTER AND GAMBLE CO Consumer Defensive 7,033.0 $1.0M 0.04% NEW $143.32 +0.8%
272 FMF FIRST TR EXCHANGE-TRADED FD 21,368.0 $1.0M 0.04% NEW $47.05 +10.3%
273 CANADIAN PACIFIC KANSAS CITY 13,631.0 $1.0M 0.04% NEW $73.63
274 CRAK VANECK ETF TRUST 26,649.0 $1000K 0.04% NEW $37.51 +29.3%
275 IEI ISHARES TR 8,351.0 $997K 0.04% NEW $119.35 -1.8%
276 EQIN COLUMBIA ETF TR I 20,746.0 $985K 0.04% NEW $47.49 +6.9%
277 TIP ISHARES TR 8,938.0 $982K 0.04% NEW $109.91 +0.4%
278 OEF ISHARES TR 2,851.0 $978K 0.04% NEW $343.05 +8.2%
279 PANW PALO ALTO NETWORKS INC Technology 5,307.0 $978K 0.04% NEW $184.21 +41.5%
280 J P MORGAN EXCHANGE TRADED F 20,555.0 $978K 0.04% NEW $47.56
Page 14 of 39  ·  769 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 27.2%
Financial Services 18.3%
Real Estate 12.1%
Communication Services 10.2%
Healthcare 9.1%
Consumer Cyclical 8.9%
Industrials 4.9%
Consumer Defensive 4.3%
Energy 1.8%
Basic Materials 1.7%