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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 33 of 39  ·  769 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
641 RTO RENTOKIL INITIAL PLC Industrials 7,677.0 $226K 0.01% NEW $29.46 +6.4%
642 USFD US FOODS HLDG CORP Consumer Defensive 2,964.0 $223K 0.01% NEW $75.32 +6.8%
643 FTGC FIRST TR EXCHANGE TRAD FD VI 9,524.0 $221K 0.01% NEW $23.23 +26.5%
644 VLO VALERO ENERGY CORP Energy 1,356.0 $221K 0.01% NEW $162.79 +51.7%
645 INGERSOLL RAND INC 2,769.0 $219K 0.01% NEW $79.22
646 LEIDOS HOLDINGS INC 1,210.0 $218K 0.01% NEW $180.36
647 CNH INDL N V 23,213.0 $214K 0.01% NEW $9.22
648 MNST MONSTER BEVERAGE CORP NEW Consumer Defensive 2,778.0 $213K 0.01% NEW $76.67 +13.2%
649 FINX GLOBAL X FDS 7,205.0 $212K 0.01% NEW $29.43 -15.7%
650 ROKU ROKU INC Communication Services 1,944.0 $211K 0.01% NEW $108.47 +15.7%
651 EMLC VANECK ETF TRUST 8,164.0 $211K 0.01% NEW $25.82 -1.8%
652 LPLA LPL FINL HLDGS INC Financial Services 585.0 $209K 0.01% NEW $357.17 -20.0%
653 EMHC SPDR SERIES TRUST 8,179.0 $208K 0.01% NEW $25.46 -1.5%
654 JBL JABIL INC Technology 911.0 $208K 0.01% NEW $228.06 +59.8%
655 HYGW ISHARES TR 6,941.0 $207K 0.01% NEW $29.86 -2.7%
656 GOVT ISHARES TR 8,998.0 $207K 0.01% NEW $23.03 -1.6%
657 SCHP SCHWAB STRATEGIC TR 7,762.0 $206K 0.01% NEW $26.49 +0.5%
658 ITW ILLINOIS TOOL WKS INC Industrials 831.0 $205K 0.01% NEW $246.30 +2.4%
659 DSTL ETF SER SOLUTIONS 3,472.0 $205K 0.01% NEW $58.90 +0.9%
660 RACE FERRARI N V Consumer Cyclical 551.0 $204K 0.01% NEW $369.56 -5.8%
Page 33 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%