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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 16 of 16  ·  310 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
301 NMR NOMURA HLDGS INC Financial Services 11,081.0 $97K 0.00% -1K -8.5% $8.78 +15.3%
302 IWB ISHARES TR 231.0 $95K 0.00% -16.0 -6.5% $409.50 +3.3%
303 AEGON LTD 10,572.0 $89K 0.00% -3K -21.1% $8.44
304 XME SPDR SERIES TRUST 818.0 $87K 0.00% -133.0 -14.0% $106.95 +14.9%
305 DTM DT MIDSTREAM INC Energy 552.0 $81K 0.00% -174.0 -24.0% $146.82 -10.4%
306 UGP ULTRAPAR PARTICIPACOES SA Energy 15,787.0 $79K 0.00% -9K -36.2% $5.02 +28.4%
307 ERIC TELEFONAKTIEBOLAGET LM ERICS Technology 6,898.0 $77K 0.00% -1K -15.0% $11.15 -9.6%
308 VCIT VANGUARD SCOTTSDALE FDS 676.0 $56K 0.00% -3K -82.4% $82.59 -1.4%
309 GEM GOLDMAN SACHS ETF TR 1,024.0 $53K 0.00% -64K -98.4% $52.01 -0.8%
310 SLV ISHARES SILVER TR Financial Services 159.0 $8K -23.0 -12.6% $53.44 +17.5%
Page 16 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%