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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 8 of 16  ·  310 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
141 DXCM DEXCOM INC Healthcare 12,012.0 $809K 0.03% -716.0 -5.6% $67.35 +32.6%
142 CENCORA INC 2,829.0 $801K 0.03% -185.0 -6.1% $283.05
143 C CITIGROUP INC Financial Services 5,719.0 $800K 0.03% -638.0 -10.0% $139.96 -5.2%
144 BTI BRITISH AMERN TOB PLC Consumer Defensive 12,913.0 $797K 0.03% -610.0 -4.5% $61.76 -8.9%
145 GILD GILEAD SCIENCES INC Healthcare 6,183.0 $781K 0.03% -182.0 -2.9% $126.35 +17.8%
146 KRC KILROY REALTY CORP Real Estate 20,513.0 $769K 0.02% -5K -19.4% $37.47 -2.1%
147 SGOL ETFS GOLD TR Financial Services 20,021.0 $765K 0.02% -30K -60.3% $38.23 +14.8%
148 CWB SPDR SERIES TRUST 7,007.0 $756K 0.02% -2K -25.9% $107.82 -3.5%
149 FIRST TR EXCH TRADED FD III 10,194.0 $752K 0.02% -3K -22.4% $73.80
150 EBAY EBAY INC. Consumer Cyclical 6,729.0 $752K 0.02% -132.0 -1.9% $111.75 -8.5%
151 SNY SANOFI SA Healthcare 17,564.0 $749K 0.02% -19K -52.5% $42.66 +5.1%
152 FMF FIRST TR EXCHANGE-TRADED FD 14,843.0 $744K 0.02% -7K -30.6% $50.12 +0.6%
153 TDSB EXCHANGE LISTED FDS TR 30,142.0 $740K 0.02% -923.0 -3.0% $24.54 +2.5%
154 FAAR FIRST TR EXCHANGE TRAD FD VI 23,382.0 $739K 0.02% -6K -20.0% $31.62 -2.0%
155 J P MORGAN EXCHANGE TRADED F 14,478.0 $732K 0.02% -845.0 -5.5% $50.58
156 PNC PNC FINL SVCS GROUP INC Financial Services 2,967.0 $730K 0.02% -288.0 -8.8% $246.19 -1.1%
157 CIEN CIENA CORP Technology 1,478.0 $725K 0.02% -750.0 -33.7% $490.65 -18.5%
158 JPIB J P MORGAN EXCHANGE TRADED F 14,996.0 $725K 0.02% -692.0 -4.4% $48.35 -0.9%
159 NEM NEWMONT CORP Basic Materials 7,703.0 $719K 0.02% -477.0 -5.8% $93.39 +41.6%
160 BAI BLACKROCK ETF TRUST 13,595.0 $717K 0.02% -3K -19.3% $52.72 -14.3%
Page 8 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%