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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 6  ·  114 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
21 ENS ENERSYS Industrials 2,669.0 $624K 0.02% NEW $233.82 -18.3%
22 GLDM WORLD GOLD TR Financial Services 7,833.0 $622K 0.02% NEW $79.42 +14.8%
23 STLD STEEL DYNAMICS INC Basic Materials 2,675.0 $614K 0.02% NEW $229.46 +2.8%
24 TECHNIPFMC PLC 9,216.0 $611K 0.02% NEW $66.30
25 VTRS VIATRIS INC Healthcare 38,168.0 $606K 0.02% NEW $15.88 +6.4%
26 CBL CBL & ASSOC PPTYS INC Real Estate 11,283.0 $599K 0.02% NEW $53.09 +3.5%
27 RIO RIO TINTO PLC Basic Materials 5,883.0 $558K 0.02% NEW $94.93 +10.4%
28 CLOI VANECK ETF TRUST 9,909.0 $525K 0.02% NEW $52.96 +0.0%
29 TTMI TTM TECHNOLOGIES INC Technology 2,778.0 $520K 0.02% NEW $187.03 -33.3%
30 INSW INTERNATIONAL SEAWAYS INC Energy 6,672.0 $511K 0.02% NEW $76.59 +29.6%
31 FSMB FIRST TR EXCH TRADED FD III 24,129.0 $482K 0.01% NEW $19.99 -0.6%
32 SLG SL GREEN RLTY CORP Real Estate 8,884.0 $460K 0.01% NEW $51.77 +11.7%
33 JUSA J P MORGAN EXCHANGE TRADED F 6,601.0 $443K 0.01% NEW $67.18 +3.3%
34 LALT FIRST TR EXCHNG TRADED FD VI 17,818.0 $428K 0.01% NEW $24.03 +1.5%
35 GGOV BLACKROCK ETF TRUST II 8,147.0 $410K 0.01% NEW $50.29 -0.1%
36 ALAB ASTERA LABS INC Technology 817.0 $395K 0.01% NEW $483.02 -37.0%
37 KBWB INVESCO EXCH TRADED FD TR II 4,242.0 $394K 0.01% NEW $92.98 +3.2%
38 ESRT EMPIRE ST RLTY TR INC Real Estate 68,717.0 $372K 0.01% NEW $5.41 -14.2%
39 LITE LUMENTUM HLDGS INC Technology 420.0 $362K 0.01% NEW $861.56 +11.0%
40 FORTINET INC 2,285.0 $351K 0.01% NEW $153.57
Page 2 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%