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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 12 of 16  ·  310 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
221 KEY KEYCORP Financial Services 15,977.0 $368K 0.01% -1K -8.0% $23.05 -4.5%
222 LHX L3HARRIS TECHNOLOGIES INC Industrials 1,253.0 $364K 0.01% -145.0 -10.4% $290.64 -9.9%
223 AEP AMERICAN ELEC PWR CO INC Utilities 2,640.0 $361K 0.01% -3K -53.9% $136.76 -10.3%
224 DTCR GLOBAL X FDS 11,881.0 $361K 0.01% -460.0 -3.7% $30.37 -6.2%
225 IWP ISHARES TR 2,461.0 $360K 0.01% -295.0 -10.7% $146.42 -2.1%
226 SHOP SHOPIFY INC Technology 3,126.0 $357K 0.01% -639.0 -17.0% $114.21 +35.1%
227 XAR SPDR SERIES TRUST 1,256.0 $356K 0.01% -186.0 -12.9% $283.76 -6.2%
228 GM GENERAL MTRS CO Consumer Cyclical 4,435.0 $342K 0.01% -3K -43.6% $77.08 +11.8%
229 TOTL SSGA ACTIVE ETF TR 8,415.0 $332K 0.01% -614.0 -6.8% $39.47 -1.5%
230 JAVA J P MORGAN EXCHANGE TRADED F 4,179.0 $332K 0.01% -1K -26.2% $79.41 +4.4%
231 HII HUNTINGTON INGALLS INDS INC Industrials 1,174.0 $329K 0.01% -949.0 -44.7% $279.89 +6.2%
232 MANAGED PORTFOLIO SERIES 12,666.0 $327K 0.01% -8K -37.8% $25.82
233 SR SPIRE INC Utilities 4,176.0 $326K 0.01% -2K -34.2% $78.09 +5.7%
234 JGRO J P MORGAN EXCHANGE TRADED F 3,273.0 $323K 0.01% -2K -31.9% $98.58 -3.3%
235 TVAL T ROWE PRICE ETF INC 7,737.0 $322K 0.01% -275.0 -3.4% $41.68 +3.3%
236 DBMF LITMAN GREGORY FDS TR 10,425.0 $319K 0.01% -752.0 -6.7% $30.61 +2.0%
237 FTEC FIDELITY COVINGTON TRUST 1,112.0 $318K 0.01% -231.0 -17.2% $285.64 +1.9%
238 BBVA BANCO BILBAO VIZCAYA ARGENTA Financial Services 12,386.0 $310K 0.01% -615.0 -4.7% $25.06 +14.5%
239 PFFD GLOBAL X FDS 16,475.0 $308K 0.01% -206.0 -1.2% $18.69 -1.1%
240 JEMA J P MORGAN EXCHANGE TRADED F 4,805.0 $307K 0.01% -230.0 -4.6% $63.88 -1.9%
Page 12 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%