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Portfolio (Quarterly) Guide ↗

GeoWealth Management, LLC

· CIK 0001593387
13F Portfolio $2.8B AUM 950 positions Filed May 13, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 145 New 382 Added 283 Reduced 61 Exited
Page 7 of 15  ·  283 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
121 UNH UNITEDHEALTH GROUP INC Healthcare 2,577.0 $697K 0.03% -515.0 -16.7% $270.60 +43.6%
122 DE DEERE & CO Industrials 1,232.0 $694K 0.03% -21.0 -1.7% $563.20 -6.0%
123 SUI SUN CMNTYS INC Real Estate 5,483.0 $691K 0.03% -621.0 -10.2% $125.97 +1.4%
124 JIRE J P MORGAN EXCHANGE TRADED F 8,969.0 $679K 0.02% -884.0 -9.0% $75.74 +6.6%
125 PNC PNC FINL SVCS GROUP INC Financial Services 3,255.0 $677K 0.02% -162.0 -4.7% $208.13 +5.3%
126 LAMR LAMAR ADVERTISING CO Real Estate 5,340.0 $676K 0.02% -161.0 -2.9% $126.66 +20.9%
127 DD DUPONT DE NEMOURS INC Basic Materials 14,740.0 $675K 0.02% -4K -22.2% $45.80 +5.1%
128 MELI MERCADOLIBRE INC Consumer Cyclical 388.0 $673K 0.02% -31.0 -7.4% $1734.04 -4.0%
129 VEU VANGUARD INTL EQUITY INDEX F 8,925.0 $670K 0.02% -398.0 -4.3% $75.10 +9.8%
130 APH AMPHENOL CORP Technology 5,293.0 $669K 0.02% -4K -45.7% $126.36 +4.5%
131 VONG VANGUARD SCOTTSDALE FDS 6,038.0 $662K 0.02% -500.0 -7.7% $109.68 +17.3%
132 KMI KINDER MORGAN INC DEL Energy 19,727.0 $661K 0.02% -2K -8.5% $33.53 +0.8%
133 IDEV ISHARES TR 7,871.0 $658K 0.02% -988.0 -11.2% $83.57 +7.3%
134 VRT VERTIV HOLDINGS CO Industrials 2,584.0 $648K 0.02% -51.0 -1.9% $250.67 +30.6%
135 NDAQ NASDAQ INC Financial Services 7,613.0 $646K 0.02% -2K -20.8% $84.92 +7.2%
136 WM WASTE MGMT INC DEL Industrials 2,763.0 $635K 0.02% -202.0 -6.8% $229.80 -5.2%
137 CLS CELESTICA INC Technology 2,241.0 $631K 0.02% -343.0 -13.3% $281.78 +30.4%
138 EMR EMERSON ELEC CO Industrials 4,786.0 $627K 0.02% -283.0 -5.6% $131.02 +4.1%
139 EBAY EBAY INC. Consumer Cyclical 6,861.0 $625K 0.02% -3K -33.2% $91.04 +27.1%
140 HCA HCA HEALTHCARE INC Healthcare 1,314.0 $622K 0.02% -218.0 -14.2% $473.24 -16.7%
Page 7 of 15  ·  283 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 27.1%
Financial Services 16.4%
Real Estate 11.3%
Healthcare 9.9%
Communication Services 9.2%
Consumer Cyclical 7.9%
Industrials 5.6%
Consumer Defensive 4.9%
Energy 3.3%
Utilities 2.2%