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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 12 of 45  ·  882 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
221 VTR VENTAS INC Real Estate 17,937.0 $1.6M 0.05% +4K +32.0% $88.80 +4.6%
222 GLW CORNING INC Technology 6,169.0 $1.6M 0.05% -5K -45.4% $255.37 -40.2%
223 EIX EDISON INTL Utilities 21,067.0 $1.6M 0.05% -5K -18.7% $74.45 -1.0%
224 JBND J P MORGAN EXCHANGE TRADED F 29,245.0 $1.6M 0.05% +9K +45.3% $53.50 -1.2%
225 APH AMPHENOL CORP Technology 8,869.0 $1.6M 0.05% +4K +67.6% $176.32 -8.5%
226 SPTM SPDR SERIES TRUST 17,132.0 $1.6M 0.05% -2K -8.2% $90.79 +3.0%
227 PHG KONINKLIJKE PHILIPS N V Healthcare 56,349.0 $1.5M 0.05% +9K +17.9% $27.19 -1.0%
228 RTX RTX CORPORATION Industrials 8,068.0 $1.5M 0.05% +456.0 +6.0% $189.72 +11.8%
229 MRK MERCK & CO INC Healthcare 11,907.0 $1.5M 0.05% +915.0 +8.3% $128.50 +16.4%
230 MUFG MITSUBISHI UFJ FINANCIAL GRO Financial Services 76,319.0 $1.5M 0.05% +10K +14.4% $19.89 +12.8%
231 CW CURTISS WRIGHT CORP Industrials 1,985.0 $1.5M 0.05% +628.0 +46.3% $757.87 -20.1%
232 SYK STRYKER CORPORATION Healthcare 4,772.0 $1.5M 0.05% +861.0 +22.0% $314.82 +2.3%
233 BXP BXP INC Real Estate 22,653.0 $1.5M 0.05% +816.0 +3.7% $66.31 +5.5%
234 ESS ESSEX PPTY TR INC Real Estate 5,146.0 $1.5M 0.05% -450.0 -8.0% $291.59 -3.7%
235 CAT CATERPILLAR INC Industrials 1,396.0 $1.5M 0.05% +130.0 +10.3% $1066.40 -23.4%
236 DFEM DIMENSIONAL ETF TRUST 36,131.0 $1.5M 0.05% +1K +2.9% $40.64 -0.4%
237 RELX RELX PLC Communication Services 46,022.0 $1.5M 0.05% +949.0 +2.1% $31.67 +14.6%
238 VUG VANGUARD INDEX FDS 16,878.0 $1.5M 0.05% +13K +385.7% $86.14 +3.2%
239 EQR EQUITY RESIDENTIAL Real Estate 21,211.0 $1.4M 0.04% +7K +51.9% $67.93 +0.3%
240 CVS CVS HEALTH CORP Healthcare 13,895.0 $1.4M 0.04% +7K +101.1% $103.45 -10.2%
Page 12 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%