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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 8 of 15  ·  283 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
141 GWX SPDR INDEX SHS FDS 14,397.0 $608K 0.02% -990.0 -6.4% $42.23 +9.3%
142 DOC HEALTHPEAK PROPERTIES INC Real Estate 36,624.0 $602K 0.02% -3K -7.1% $16.43 +20.1%
143 QQQ INVESCO QQQ TR Financial Services 1,040.0 $600K 0.02% -896.0 -46.3% $577.20 +24.3%
144 INVH INVITATION HOMES INC Real Estate 24,130.0 $600K 0.02% -5K -16.4% $24.85 +17.9%
145 SBAC SBA COMMUNICATIONS CORP Real Estate 3,459.0 $595K 0.02% -594.0 -14.7% $172.12 +19.4%
146 NSC NORFOLK SOUTHN CORP Industrials 2,035.0 $584K 0.02% -394.0 -16.2% $287.00 +9.6%
147 NUE NUCOR CORP Basic Materials 3,431.0 $580K 0.02% -453.0 -11.7% $169.13 +37.2%
148 WY WEYERHAEUSER CO Real Estate 23,288.0 $569K 0.02% -4K -16.0% $24.43 -3.2%
149 XYL XYLEM INC Industrials 4,746.0 $567K 0.02% -878.0 -15.6% $119.50 -9.0%
150 QUS SPDR SERIES TRUST 3,301.0 $567K 0.02% -333.0 -9.2% $171.63 +8.6%
151 EOG EOG RES INC Energy 3,810.0 $551K 0.02% -665.0 -14.9% $144.61 -2.3%
152 LOW LOWES COS INC Consumer Cyclical 2,304.0 $544K 0.02% -259.0 -10.1% $236.28 -9.0%
153 ADP AUTOMATIC DATA PROCESSING IN Industrials 2,642.0 $537K 0.02% -1K -28.7% $203.22 +10.9%
154 FANG DIAMONDBACK ENERGY INC Energy 2,669.0 $528K 0.02% -69.0 -2.5% $197.82 +1.5%
155 FNDF SCHWAB STRATEGIC TR 10,558.0 $517K 0.02% -648.0 -5.8% $48.93 +9.1%
156 SPMO INVESCO EXCH TRADED FD TR II 4,604.0 $516K 0.02% -19K -80.3% $112.10 +29.3%
157 MSI MOTOROLA SOLUTIONS INC Technology 1,127.0 $489K 0.02% -382.0 -25.3% $434.03 -6.9%
158 SHG SHINHAN FINANCIAL GROUP CO L Financial Services 7,926.0 $486K 0.02% -658.0 -7.7% $61.32 +4.9%
159 SPTS SPDR SERIES TRUST 16,577.0 $484K 0.02% -12K -41.1% $29.18 -0.6%
160 LHX L3HARRIS TECHNOLOGIES INC Industrials 1,398.0 $483K 0.02% -95.0 -6.4% $345.16 -9.6%
Page 8 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%