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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 6 of 16  ·  310 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
101 CMCSA COMCAST CORP NEW Communication Services 53,401.0 $1.3M 0.04% -3K -5.3% $24.55 +7.6%
102 EUSB ISHARES TR 29,562.0 $1.3M 0.04% -11K -26.6% $43.45 -1.1%
103 SPSM SPDR SERIES TRUST 22,272.0 $1.3M 0.04% -56K -71.6% $57.67 -1.1%
104 LQD ISHARES TR 11,747.0 $1.3M 0.04% -2K -16.2% $109.07 -2.1%
105 VFLO VICTORY PORTFOLIOS II 27,931.0 $1.3M 0.04% -3K -11.0% $45.75 +21.3%
106 AXP AMERICAN EXPRESS CO Financial Services 3,773.0 $1.3M 0.04% -379.0 -9.1% $338.14 -1.2%
107 ROE EA SERIES TRUST 29,730.0 $1.3M 0.04% -3K -10.4% $42.63 +2.8%
108 UBS UBS GROUP AG Financial Services 25,132.0 $1.2M 0.04% -742.0 -2.9% $49.56 +9.7%
109 SHW SHERWIN WILLIAMS CO Basic Materials 3,423.0 $1.2M 0.04% -2K -31.3% $344.30 +0.3%
110 MS MORGAN STANLEY Financial Services 5,442.0 $1.1M 0.04% -179.0 -3.2% $209.01 +2.8%
111 REGN REGENERON PHARMACEUTICALS Healthcare 1,809.0 $1.1M 0.04% -529.0 -22.6% $623.48 +29.5%
112 HYS PIMCO ETF TR 11,805.0 $1.1M 0.04% -716.0 -5.7% $93.52 -0.6%
113 XLU SELECT SECTOR SPDR TR 24,350.0 $1.1M 0.04% -10K -29.4% $45.34 -4.8%
114 IBM INTERNATIONAL BUSINESS MACHS Technology 3,900.0 $1.1M 0.03% -153.0 -3.8% $281.10 -15.1%
115 MCO MOODYS CORP Financial Services 2,414.0 $1.1M 0.03% -187.0 -7.2% $453.06 +12.4%
116 APD AIR PRODUCTS AND CHEMICALS I Basic Materials 3,725.0 $1.1M 0.03% -215.0 -5.5% $293.15 +4.2%
117 NOW SERVICENOW INC Technology 10,879.0 $1.1M 0.03% -288.0 -2.6% $99.29 +39.4%
118 PH PARKER-HANNIFIN CORP Industrials 1,101.0 $1.1M 0.03% -98.0 -8.2% $977.71 +3.4%
119 TIP ISHARES TR 9,729.0 $1.1M 0.03% -1K -11.8% $109.44 -1.8%
120 ABNB AIRBNB INC Consumer Cyclical 7,279.0 $1.0M 0.03% -431.0 -5.6% $143.13 +28.8%
Page 6 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%