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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 13 of 45  ·  882 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
241 VRT VERTIV HOLDINGS CO Industrials 4,277.0 $1.4M 0.04% +2K +65.5% $334.78 -19.6%
242 AVB AVALONBAY CMNTYS INC Real Estate 7,566.0 $1.4M 0.04% +359.0 +5.0% $188.71 -63.9%
243 NOK NOKIA CORP Technology 107,450.0 $1.4M 0.04% +86K +411.8% $13.28 -20.3%
244 OMC OMNICOM GROUP INC Communication Services 19,444.0 $1.4M 0.04% $72.84 +20.7%
245 AVRE AMERICAN CENTY ETF TR 29,797.0 $1.4M 0.04% +2K +6.1% $47.38 +1.3%
246 CCI CROWN CASTLE INC Real Estate 18,604.0 $1.4M 0.04% +263.0 +1.4% $75.73 -0.9%
247 BDVL BLACKROCK ETF TRUST 54,136.0 $1.4M 0.04% -1K -2.4% $25.98 +3.2%
248 AGGH SIMPLIFY EXCHANGE TRADED FUN 69,076.0 $1.4M 0.04% +5K +7.9% $20.17 -1.6%
249 ECL ECOLAB INC Basic Materials 4,985.0 $1.4M 0.04% -373.0 -7.0% $278.59 +2.6%
250 EA SERIES TRUST 38,217.0 $1.4M 0.04% -513.0 -1.3% $36.32
251 DEO DIAGEO PLC Consumer Defensive 17,266.0 $1.4M 0.04% +2K +12.0% $80.38 +14.6%
252 NTCT NETSCOUT SYS INC Technology 31,644.0 $1.4M 0.04% +14K +83.0% $43.55 -9.4%
253 TMSL T ROWE PRICE ETF INC 31,185.0 $1.4M 0.04% -1K -4.0% $43.85 -0.8%
254 DIS DISNEY WALT CO Communication Services 14,197.0 $1.4M 0.04% +240.0 +1.7% $96.25 +11.0%
255 HIG HARTFORD INSURANCE GROUP INC Financial Services 10,277.0 $1.4M 0.04% -2K -15.4% $132.51 +4.0%
256 ETN EATON CORP PLC Industrials 3,172.0 $1.4M 0.04% +525.0 +19.8% $426.23 -2.4%
257 AGGA EA SERIES TRUST 53,693.0 $1.3M 0.04% +9K +18.9% $25.13 -0.7%
258 IWY ISHARES TR 4,601.0 $1.3M 0.04% +258.0 +5.9% $290.62 -0.4%
259 ES EVERSOURCE ENERGY Utilities 18,375.0 $1.3M 0.04% -3K -14.1% $72.27 -1.9%
260 CMCSA COMCAST CORP NEW Communication Services 53,401.0 $1.3M 0.04% -3K -5.3% $24.55 +7.6%
Page 13 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%