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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 15 of 16  ·  310 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
281 CBRE CBRE GROUP INC Real Estate 1,566.0 $211K 0.01% -269.0 -14.7% $134.71 +9.5%
282 J JACOBS SOLUTIONS INC Industrials 1,639.0 $207K 0.01% -991.0 -37.7% $126.00 +19.0%
283 KR KROGER CO Consumer Defensive 3,707.0 $206K 0.01% -54.0 -1.4% $55.52 +3.0%
284 ALLE ALLEGION PLC Industrials 1,458.0 $205K 0.01% -51.0 -3.4% $140.49 +13.9%
285 SPLB SPDR SERIES TRUST 8,918.0 $200K 0.01% -682.0 -7.1% $22.40 -3.6%
286 RL RALPH LAUREN CORP Consumer Cyclical 494.0 $199K 0.01% -47.0 -8.7% $401.86 -12.7%
287 SHV ISHARES TR 1,744.0 $193K 0.01% -1K -42.2% $110.38 -0.0%
288 CARZ FIRST TR EXCHANGE-TRADED FD 1,553.0 $184K 0.01% -527.0 -25.3% $118.53 -10.4%
289 MLN VANECK ETF TRUST 10,291.0 $183K 0.01% -953.0 -8.5% $17.78 -2.6%
290 VTIP VANGUARD MALVERN FDS 3,575.0 $180K 0.01% -250.0 -6.5% $50.24 -0.9%
291 ZAP GLOBAL X FDS 5,093.0 $176K 0.01% -234.0 -4.4% $34.61 -8.0%
292 SKYY FIRST TR EXCHANGE-TRADED FD 1,279.0 $172K 0.01% -67.0 -5.0% $134.56 +23.8%
293 BOTZ GLOBAL X FDS 4,241.0 $161K 0.01% -183.0 -4.1% $37.94 -4.8%
294 PBE INVESCO EXCHANGE TRADED FD T 1,784.0 $160K 0.01% -93.0 -5.0% $89.66 +9.9%
295 ROST ROSS STORES INC Consumer Cyclical 726.0 $154K 0.01% -953.0 -56.8% $212.68 +8.2%
296 QLC FLEXSHARES TR 1,401.0 $126K 0.00% -18.0 -1.3% $89.87 +3.5%
297 ALB ALBEMARLE CORP Basic Materials 900.0 $122K 0.00% -85.0 -8.6% $135.03 +0.5%
298 USFR WISDOMTREE TR 2,119.0 $107K 0.00% -462.0 -17.9% $50.36 -0.0%
299 TLTD FLEXSHARES TR 1,062.0 $104K 0.00% -138.0 -11.5% $98.08 +6.9%
300 MPT MEDICAL PROPERTIES TRUST INC Financial Services 21,359.0 $99K 0.00% -10K -31.4% $4.62 -12.7%
Page 15 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%