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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 7 of 16  ·  310 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
121 MAS MASCO CORP Industrials 12,366.0 $1.0M 0.03% -685.0 -5.2% $81.37 -10.5%
122 APP APPLOVIN CORP Technology 1,948.0 $1.0M 0.03% -275.0 -12.4% $515.22 -39.3%
123 IWR ISHARES TR 9,066.0 $1.0M 0.03% -70.0 -0.8% $110.32 +2.7%
124 NEBIUS GROUP N.V. 3,538.0 $977K 0.03% -3K -47.5% $276.11
125 SPSB SPDR SERIES TRUST 31,903.0 $957K 0.03% -2K -4.7% $30.01 -0.2%
126 AON AON PLC Financial Services 2,795.0 $927K 0.03% -123.0 -4.2% $331.69 +5.4%
127 RY ROYAL BK CDA Financial Services 4,398.0 $910K 0.03% -332.0 -7.0% $206.96 -1.2%
128 UDR UDR INC Real Estate 22,707.0 $906K 0.03% -7K -24.5% $39.92 -7.1%
129 PUK PRUDENTIAL PLC Financial Services 33,035.0 $886K 0.03% -173.0 -0.5% $26.81 +3.4%
130 VTV VANGUARD INDEX FDS 4,028.0 $878K 0.03% -2K -32.8% $217.90 +3.5%
131 BND VANGUARD BD INDEX FDS 11,940.0 $877K 0.03% -1K -8.4% $73.41 -1.2%
132 MCD MCDONALDS CORP Consumer Cyclical 3,239.0 $876K 0.03% -69.0 -2.1% $270.39 -3.8%
133 BINC BLACKROCK ETF TRUST II 16,604.0 $869K 0.03% -6K -26.8% $52.34 -0.5%
134 ISRG INTUITIVE SURGICAL INC Healthcare 2,185.0 $868K 0.03% -50.0 -2.2% $397.35 -7.6%
135 ELS EQUITY LIFESTYLE PROPERTIES Real Estate 13,377.0 $862K 0.03% -1K -8.6% $64.45 -0.8%
136 TOTALENERGIES SE 10,998.0 $855K 0.03% -4K -24.4% $77.76
137 CANADIAN PACIFIC KANSAS CITY 9,820.0 $851K 0.03% -7K -41.2% $86.65
138 AGX ARGAN INC Industrials 1,051.0 $839K 0.03% -752.0 -41.7% $798.55 -42.4%
139 OHI OMEGA HEALTHCARE INVS INC Real Estate 17,507.0 $835K 0.03% -1K -6.0% $47.68 -2.9%
140 SPYV SPDR SERIES TRUST 13,344.0 $811K 0.03% -2K -13.2% $60.79 +4.4%
Page 7 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%