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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 15 of 45  ·  882 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
281 JCPB J P MORGAN EXCHANGE TRADED F 25,441.0 $1.2M 0.04% +3K +14.9% $46.94 -1.3%
282 DGRO ISHARES TR 15,697.0 $1.2M 0.04% +383.0 +2.5% $75.79 +4.8%
283 AJG GALLAGHER ARTHUR J & CO Financial Services 5,178.0 $1.2M 0.04% +3K +157.7% $229.59 +15.9%
284 JBL JABIL INC Technology 3,074.0 $1.2M 0.04% +2K +161.4% $385.49 -20.0%
285 SHW SHERWIN WILLIAMS CO Basic Materials 3,423.0 $1.2M 0.04% -2K -31.3% $344.30 +0.1%
286 MLPX GLOBAL X FDS 15,956.0 $1.2M 0.04% NEW $73.66 +2.4%
287 IYZ ISHARES TR 27,647.0 $1.2M 0.04% +3K +12.6% $42.31 +2.6%
288 XLB SELECT SECTOR SPDR TR 22,628.0 $1.2M 0.04% +3K +16.1% $50.83 +5.0%
289 UNH UNITEDHEALTH GROUP INC Healthcare 2,747.0 $1.1M 0.04% +170.0 +6.6% $415.70 -5.1%
290 MS MORGAN STANLEY Financial Services 5,442.0 $1.1M 0.04% -179.0 -3.2% $209.01 +3.0%
291 DMBS DOUBLELINE ETF TRUST 23,006.0 $1.1M 0.04% +6K +33.8% $49.09 -1.3%
292 REGN REGENERON PHARMACEUTICALS Healthcare 1,809.0 $1.1M 0.04% -529.0 -22.6% $623.48 +28.0%
293 EQIN COLUMBIA ETF TR I 21,943.0 $1.1M 0.04% +385.0 +1.8% $51.30 +5.8%
294 SMURFIT WESTROCK PLC 23,937.0 $1.1M 0.04% +2K +9.7% $46.26
295 UNILEVER PLC 18,370.0 $1.1M 0.04% +526.0 +3.0% $60.12
296 HYS PIMCO ETF TR 11,805.0 $1.1M 0.04% -716.0 -5.7% $93.52 -0.5%
297 XLU SELECT SECTOR SPDR TR 24,350.0 $1.1M 0.04% -10K -29.4% $45.34 -4.6%
298 KO COCA COLA CO Consumer Defensive 13,527.0 $1.1M 0.04% +534.0 +4.1% $81.27 +10.5%
299 IBM INTERNATIONAL BUSINESS MACHS Technology 3,900.0 $1.1M 0.03% -153.0 -3.8% $281.10 -16.0%
300 MCO MOODYS CORP Financial Services 2,414.0 $1.1M 0.03% -187.0 -7.2% $453.06 +12.9%
Page 15 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%