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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 10 of 16  ·  310 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
181 BMY BRISTOL-MYERS SQUIBB CO Healthcare 10,113.0 $583K 0.02% -8K -43.3% $57.62 +16.2%
182 GLPI GAMING & LEISURE P Real Estate 12,993.0 $579K 0.02% -3K -19.0% $44.53 -5.0%
183 MT ARCELORMITTAL SA LUXEMBOURG Basic Materials 9,508.0 $573K 0.02% -2K -18.9% $60.22 +23.9%
184 NDAQ NASDAQ INC Financial Services 7,247.0 $571K 0.02% -366.0 -4.8% $78.83 +26.0%
185 IGEB ISHARES TR 12,249.0 $553K 0.02% -3K -18.7% $45.11 -1.6%
186 NSC NORFOLK SOUTHN CORP Industrials 1,753.0 $551K 0.02% -282.0 -13.9% $314.59 +10.6%
187 SBAC SBA COMMUNICATIONS CORP Real Estate 3,075.0 $543K 0.02% -384.0 -11.1% $176.47 +5.9%
188 MUST COLUMBIA ETF TR I 25,909.0 $539K 0.02% -56K -68.5% $20.80 -3.2%
189 VWO VANGUARD INTL EQUITY INDEX F 8,801.0 $525K 0.02% -3K -27.8% $59.69 +2.2%
190 SMH VANECK ETF TRUST 795.0 $523K 0.02% -649.0 -44.9% $657.35 -12.8%
191 AFL AFLAC INC Financial Services 4,428.0 $519K 0.02% -989.0 -18.3% $117.25 -0.6%
192 ADBE ADOBE INC Technology 2,524.0 $517K 0.02% -860.0 -25.4% $205.01 +41.0%
193 HR HEALTHCARE RLTY TR Real Estate 25,425.0 $513K 0.02% -285.0 -1.1% $20.17 -5.2%
194 LAMR LAMAR ADVERTISING CO Real Estate 3,248.0 $507K 0.02% -2K -39.2% $155.96 -3.4%
195 FNDF SCHWAB STRATEGIC TR 9,586.0 $506K 0.02% -972.0 -9.2% $52.76 +5.3%
196 CDNS CADENCE DESIGN SYSTEM INC Technology 1,341.0 $504K 0.02% -28.0 -2.0% $375.71 -7.5%
197 HSY HERSHEY CO Consumer Defensive 2,779.0 $488K 0.01% -214.0 -7.2% $175.47 +3.3%
198 UMC UNITED MICROELECTRONICS CORP Technology 17,912.0 $487K 0.01% -2K -11.9% $27.21 -29.9%
199 CLOA BLACKROCK ETF TRUST II 9,322.0 $484K 0.01% -4K -32.4% $51.91 +0.1%
200 TDIV FIRST TR EXCHANGE TRADED FD 4,208.0 $483K 0.01% -591.0 -12.3% $114.89 +1.3%
Page 10 of 16  ·  310 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%