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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 4 of 16  ·  310 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
61 IJH ISHARES TR 34,383.0 $2.7M 0.08% -1K -2.9% $77.11 -0.6%
62 INTC INTEL CORP Technology 18,337.0 $2.6M 0.08% -6K -25.0% $139.63 -34.0%
63 CMI CUMMINS INC Industrials 3,539.0 $2.5M 0.08% -128.0 -3.5% $713.83 -19.6%
64 WFC WELLS FARGO & CO Financial Services 30,558.0 $2.5M 0.08% -307.0 -1.0% $82.64 +2.8%
65 HST HOST HOTELS & RESORTS INC Real Estate 102,727.0 $2.4M 0.08% -20K -16.6% $23.71 -5.8%
66 IRM IRON MTN INC DEL Real Estate 18,781.0 $2.4M 0.07% -3K -15.2% $126.31 -2.9%
67 GE GE AEROSPACE Industrials 6,221.0 $2.3M 0.07% -114.0 -1.8% $373.68 -8.3%
68 CAH CARDINAL HEALTH INC Healthcare 9,381.0 $2.2M 0.07% -508.0 -5.1% $237.56 -1.0%
69 QLD PROSHARES TR 22,665.0 $2.2M 0.07% -808.0 -3.4% $96.76 -5.6%
70 CORP PIMCO ETF TR 22,188.0 $2.2M 0.07% -4K -14.0% $96.90 -1.5%
71 WMT WALMART INC Consumer Defensive 18,428.0 $2.1M 0.07% -24K -57.0% $113.25 -9.4%
72 MCK MCKESSON CORP Healthcare 2,691.0 $2.0M 0.06% -362.0 -11.9% $756.41 +17.7%
73 TMUS T-MOBILE US INC Communication Services 12,071.0 $2.0M 0.06% -2K -11.1% $167.77 +5.9%
74 JMSI J P MORGAN EXCHANGE TRADED F 39,875.0 $2.0M 0.06% -8K -16.4% $50.44 -2.0%
75 IQVIA HLDGS INC 10,104.0 $2.0M 0.06% -850.0 -7.8% $193.22
76 O REALTY INCOME CORP Real Estate 31,257.0 $1.9M 0.06% -2K -6.5% $61.96 -0.3%
77 AMT AMERICAN TOWER CORP Real Estate 11,639.0 $1.9M 0.06% -1K -9.7% $163.57 +6.5%
78 VEA VANGUARD TAX-MANAGED FDS 26,335.0 $1.9M 0.06% -8K -22.5% $71.25 +3.0%
79 INTU INTUIT Technology 7,170.0 $1.9M 0.06% -2K -21.7% $260.99 +33.3%
80 LDUR PIMCO ETF TR 18,983.0 $1.8M 0.06% -5K -21.8% $95.61 -0.1%
Page 4 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%