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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 10 of 45  ·  882 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
181 NVS NOVARTIS AG Healthcare 12,284.0 $1.9M 0.06% +2K +15.4% $156.73 -1.3%
182 AMT AMERICAN TOWER CORP Real Estate 11,639.0 $1.9M 0.06% -1K -9.7% $163.57 +6.5%
183 NFLX NETFLIX INC. Communication Services 26,544.0 $1.9M 0.06% +9K +50.1% $71.41 +11.8%
184 SHYG ISHARES TR 44,418.0 $1.9M 0.06% +5K +12.8% $42.41 -0.2%
185 VEA VANGUARD TAX-MANAGED FDS 26,335.0 $1.9M 0.06% -8K -22.5% $71.25 +3.0%
186 INTU INTUIT Technology 7,170.0 $1.9M 0.06% -2K -21.7% $260.99 +33.3%
187 ORCL ORACLE CORP Technology 12,758.0 $1.9M 0.06% +346.0 +2.8% $146.57 +3.7%
188 DMXF ISHARES TR 22,064.0 $1.9M 0.06% +4K +20.9% $84.60 +2.8%
189 NVO NOVO-NORDISK A S Healthcare 38,770.0 $1.9M 0.06% +12K +46.1% $47.94 -3.5%
190 EXR EXTRA SPACE STORAGE INC Real Estate 12,636.0 $1.8M 0.06% $145.30 -1.7%
191 CVX CHEVRON CORPORATION Energy 11,064.0 $1.8M 0.06% +962.0 +9.5% $165.78 +20.4%
192 LDUR PIMCO ETF TR 18,983.0 $1.8M 0.06% -5K -21.8% $95.61 -0.1%
193 STX SEAGATE TECHNOLOGY HLDNGS PL Technology 1,873.0 $1.8M 0.06% -352.0 -15.8% $966.95 -12.4%
194 KIM KIMCO REALTY CORP Real Estate 70,886.0 $1.8M 0.06% +28K +64.8% $25.35 -6.0%
195 SSO PROSHARES TR 26,459.0 $1.8M 0.06% -941.0 -3.4% $67.38 +5.5%
196 IJR ISHARES TR 11,994.0 $1.8M 0.06% +4K +53.8% $148.33 -1.0%
197 MGC VANGUARD WORLD FD 6,496.0 $1.8M 0.06% -68.0 -1.0% $273.63 +3.3%
198 JAAA JANUS DETROIT STR TR 35,178.0 $1.8M 0.06% +2K +5.9% $50.49 +0.4%
199 XMHQ INVESCO EXCHANGE TRADED FD T 15,640.0 $1.8M 0.06% +263.0 +1.7% $112.88 +5.9%
200 WDC WESTERN DIGITAL CORP Technology 2,757.0 $1.8M 0.06% -3K -51.3% $638.91 -27.7%
Page 10 of 45  ·  882 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%