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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 14 of 45  ·  882 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
261 ANDE ANDERSONS INC Consumer Defensive 19,091.0 $1.3M 0.04% +2K +14.8% $68.40 -6.1%
262 SNDK SANDISK CORP Technology 573.0 $1.3M 0.04% NEW $2276.36 -34.0%
263 EUSB ISHARES TR 29,562.0 $1.3M 0.04% -11K -26.6% $43.45 -1.2%
264 SPSM SPDR SERIES TRUST 22,272.0 $1.3M 0.04% -56K -71.6% $57.67 -1.3%
265 LQD ISHARES TR 11,747.0 $1.3M 0.04% -2K -16.2% $109.07 -2.2%
266 VFLO VICTORY PORTFOLIOS II 27,931.0 $1.3M 0.04% -3K -11.0% $45.75 +22.0%
267 DB DEUTSCHE BK AG Financial Services 37,807.0 $1.3M 0.04% +9K +32.8% $33.76 +20.0%
268 AXP AMERICAN EXPRESS CO Financial Services 3,773.0 $1.3M 0.04% -379.0 -9.1% $338.14 -1.2%
269 NATWEST GROUP PLC 72,046.0 $1.3M 0.04% +9K +13.6% $17.63
270 ACN ACCENTURE PLC IRELAND Technology 10,203.0 $1.3M 0.04% +3K +37.7% $124.42 +53.4%
271 ROE EA SERIES TRUST 29,730.0 $1.3M 0.04% -3K -10.4% $42.63 +2.7%
272 UBS UBS GROUP AG Financial Services 25,132.0 $1.2M 0.04% -742.0 -2.9% $49.56 +10.9%
273 NUE NUCOR CORP Basic Materials 5,523.0 $1.2M 0.04% +2K +61.0% $222.80 +12.1%
274 COST COSTCO WHOLESALE CORPORATION Consumer Defensive 1,313.0 $1.2M 0.04% +32.0 +2.5% $935.36 +1.2%
275 ACWX ISHARES TR 16,006.0 $1.2M 0.04% +3K +23.9% $76.11 +2.5%
276 MUB ISHARES TR 11,272.0 $1.2M 0.04% +7K +159.7% $107.63 -2.2%
277 HD HOME DEPOT INC Consumer Cyclical 3,428.0 $1.2M 0.04% +214.0 +6.7% $352.84 -6.9%
278 PG PROCTER & GAMBLE CO Consumer Defensive 8,195.0 $1.2M 0.04% +983.0 +13.6% $146.67 -2.3%
279 MO ALTRIA GROUP INC Consumer Defensive 16,656.0 $1.2M 0.04% +2K +10.2% $71.95 -5.1%
280 GEV GE VERNOVA INC Utilities 1,018.0 $1.2M 0.04% +126.0 +14.1% $1174.86 -20.9%
Page 14 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%