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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 4 of 6  ·  114 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
61 DEHP DIMENSIONAL ETF TRUST 5,466.0 $234K 0.01% NEW $42.77 -2.5%
62 RHI ROBERT HALF INC. Industrials 7,597.0 $233K 0.01% NEW $30.70 +46.5%
63 ZTS ZOETIS INC Healthcare 3,184.0 $229K 0.01% NEW $71.86 +4.4%
64 OSK OSHKOSH CORP Industrials 1,460.0 $224K 0.01% NEW $153.50 +2.1%
65 VOOG VANGUARD ADMIRAL FDS INC 2,706.0 $224K 0.01% NEW $82.62 +2.4%
66 DFEV DIMENSIONAL ETF TRUST 5,201.0 $222K 0.01% NEW $42.67 +0.0%
67 ZBRA ZEBRA TECHNOLOGIES CORPORATI Technology 832.0 $219K 0.01% NEW $263.26 +37.2%
68 NTRA NATERA INC Healthcare 799.0 $217K 0.01% NEW $271.45 +24.8%
69 FEM FIRST TR EXCH TRD ALPHDX FD 6,754.0 $216K 0.01% NEW $31.99 +4.0%
70 SWKS SKYWORKS SOLUTIONS INC Technology 3,185.0 $216K 0.01% NEW $67.79 -0.6%
71 JBGS JBG SMITH PPTYS Real Estate 14,108.0 $207K 0.01% NEW $14.67 -17.5%
72 ARW ARROW ELECTRS INC Technology 954.0 $204K 0.01% NEW $213.75 -2.2%
73 SKM SK TELECOM CO LTD Communication Services 6,341.0 $204K 0.01% NEW $32.15 +22.8%
74 KKR KKR & CO INC 2,202.0 $202K 0.01% NEW $91.78
75 VOYA VOYA FINANCIAL INC Financial Services 2,217.0 $201K 0.01% NEW $90.53 +11.7%
76 RNR RENAISSANCERE HLDGS LTD Financial Services 625.0 $198K 0.01% NEW $316.79 +4.3%
77 CNP CENTERPOINT ENERGY INC Utilities 4,443.0 $196K 0.01% NEW $44.05 -10.8%
78 WH WYNDHAM HOTELS & RESORTS INC Consumer Cyclical 2,297.0 $193K 0.01% NEW $84.21 -8.8%
79 FIDU FIDELITY COVINGTON TRUST 1,922.0 $191K 0.01% NEW $99.62 -4.7%
80 PEG PUBLIC SVC ENTERPRISE GROUP Utilities 2,307.0 $187K 0.01% NEW $81.15 -9.6%
Page 4 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%