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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 11 of 45  ·  882 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
201 IEMG ISHARES INC 21,239.0 $1.8M 0.06% -6K -21.5% $82.84 -0.5%
202 IVE ISHARES TR 7,712.0 $1.8M 0.06% -521.0 -6.3% $227.07 +4.4%
203 ICE INTERCONTINENTAL EXCHANGE IN Financial Services 14,202.0 $1.7M 0.06% +7K +91.3% $123.11 +31.0%
204 BDX BECTON DICKINSON & CO Healthcare 11,547.0 $1.7M 0.06% +2K +16.2% $151.33 +24.3%
205 VICI VICI PPTYS INC Real Estate 65,617.0 $1.7M 0.06% +8K +14.0% $26.55 -2.9%
206 QTUM ETF SER SOLUTIONS 10,509.0 $1.7M 0.06% NEW $165.38 -8.7%
207 TDSC EXCHANGE LISTED FDS TR 62,479.0 $1.7M 0.06% -1K -2.2% $27.75 +3.6%
208 MTUM ISHARES TR 5,022.0 $1.7M 0.05% +4K +492.9% $342.94 -11.3%
209 FIX COMFORT SYS USA INC Industrials 868.0 $1.7M 0.05% +293.0 +51.0% $1982.03 -18.5%
210 GD GENERAL DYNAMICS CORP Industrials 4,812.0 $1.7M 0.05% +127.0 +2.7% $354.26 +7.3%
211 VSAT VIASAT INC Technology 18,638.0 $1.7M 0.05% -413.0 -2.2% $89.81 -19.0%
212 SHY ISHARES TR 20,353.0 $1.7M 0.05% +10K +104.7% $82.11 -0.1%
213 BUYW NORTHERN LTS FD TR IV 115,075.0 $1.7M 0.05% +23K +25.4% $14.45 +0.6%
214 COP CONOCOPHILLIPS Energy 15,888.0 $1.7M 0.05% +1K +7.4% $103.97 +24.6%
215 PANW PALO ALTO NETWORKS INC Technology 4,783.0 $1.6M 0.05% +173.0 +3.8% $341.15 +12.2%
216 GS GOLDMAN SACHS GROUP INC Financial Services 1,608.0 $1.6M 0.05% +306.0 +23.5% $1011.33 +2.9%
217 HYG ISHARES TR 20,189.0 $1.6M 0.05% -2K -9.7% $79.97 -0.1%
218 UBER UBER TECHNOLOGIES INC Technology 22,361.0 $1.6M 0.05% +2K +10.9% $72.16 +6.6%
219 STM STMICROELECTRONICS N V Technology 21,456.0 $1.6M 0.05% NEW $74.89 -31.4%
220 PSA PUBLIC STORAGE OPER CO Real Estate 5,025.0 $1.6M 0.05% -1K -20.0% $318.31 -2.2%
Page 11 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%