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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 13 of 16  ·  310 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
241 BIV VANGUARD BD INDEX FDS 3,987.0 $306K 0.01% -64.0 -1.6% $76.71 -1.3%
242 XYLD GLOBAL X FDS 7,462.0 $304K 0.01% -154.0 -2.0% $40.79 +1.8%
243 FVD FIRST TR EXCHANGE-TRADED FD 6,240.0 $301K 0.01% -1K -14.8% $48.18 +4.8%
244 DHR DANAHER CORP DEL Healthcare 1,562.0 $298K 0.01% -15.0 -0.9% $190.51 +13.2%
245 FTGC FIRST TR EXCHANGE TRAD FD VI 10,980.0 $297K 0.01% -1K -9.9% $27.05 +13.2%
246 TLH ISHARES TR 2,944.0 $295K 0.01% -843.0 -22.3% $100.36 -2.7%
247 ICICI BANK LIMITED 10,085.0 $293K 0.01% -260.0 -2.5% $29.03
248 LEN LENNAR CORP Consumer Cyclical 3,221.0 $291K 0.01% -351.0 -9.8% $90.49 -5.9%
249 EFV ISHARES TR 3,784.0 $290K 0.01% -6K -60.1% $76.56 +6.8%
250 DAL DELTA AIR LINES INC Industrials 3,054.0 $286K 0.01% -3K -47.1% $93.63 -13.3%
251 NU NU HLDGS LTD Financial Services 21,306.0 $285K 0.01% -8K -27.7% $13.36 +11.4%
252 IAU ISHARES GOLD TR Financial Services 3,758.0 $284K 0.01% -812.0 -17.8% $75.51 +14.7%
253 BSX BOSTON SCIENTIFIC CORP Healthcare 6,646.0 $284K 0.01% -783.0 -10.5% $42.67 +9.4%
254 SLB SLB LIMITED Energy 6,037.0 $281K 0.01% -39.0 -0.6% $46.49 +18.3%
255 TOUS T ROWE PRICE ETF INC 7,226.0 $277K 0.01% -182.0 -2.5% $38.37 +3.8%
256 CTRE CARETRUST REIT INC Real Estate 6,779.0 $274K 0.01% -14K -68.1% $40.35 -2.5%
257 FLOT ISHARES TR 5,314.0 $271K 0.01% -1K -20.4% $51.05 -0.0%
258 SBUX STARBUCKS CORP Consumer Cyclical 2,607.0 $266K 0.01% -14K -84.5% $102.19 +5.0%
259 QYLD GLOBAL X FDS 14,260.0 $263K 0.01% -188.0 -1.3% $18.43 -0.8%
260 NVT NVENT ELEC PLC Industrials 1,546.0 $263K 0.01% -295.0 -16.0% $169.86 -8.4%
Page 13 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%