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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 16 of 45  ·  882 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
301 APD AIR PRODUCTS AND CHEMICALS I Basic Materials 3,725.0 $1.1M 0.03% -215.0 -5.5% $293.15 +4.5%
302 TSEM TOWER SEMICONDUCTOR LTD Technology 4,184.0 $1.1M 0.03% NEW $260.60 -18.7%
303 TGT TARGET CORP Consumer Defensive 8,343.0 $1.1M 0.03% +4K +82.6% $130.62 +24.9%
304 LIN LINDE PLC Basic Materials 2,100.0 $1.1M 0.03% +71.0 +3.5% $518.88 -6.0%
305 ADSK AUTODESK INC Technology 5,564.0 $1.1M 0.03% +391.0 +7.6% $194.42 +32.6%
306 NOW SERVICENOW INC Technology 10,879.0 $1.1M 0.03% -288.0 -2.6% $99.29 +44.6%
307 PH PARKER-HANNIFIN CORP Industrials 1,101.0 $1.1M 0.03% -98.0 -8.2% $977.71 +1.7%
308 VONG VANGUARD SCOTTSDALE FDS 8,394.0 $1.1M 0.03% +2K +39.0% $127.82 -1.0%
309 DOC HEALTHPEAK PROPERTIES INC Real Estate 50,088.0 $1.1M 0.03% +13K +36.8% $21.40 -1.6%
310 DFSV DIMENSIONAL ETF TRUST 27,483.0 $1.1M 0.03% +3K +12.5% $38.79 +3.0%
311 TIP ISHARES TR 9,729.0 $1.1M 0.03% -1K -11.8% $109.44 -2.3%
312 XTL SPDR SERIES TRUST 4,680.0 $1.1M 0.03% +4K +877.0% $227.49 -7.3%
313 BLACKROCK ETF TRUST 18,452.0 $1.1M 0.03% +2K +14.4% $57.66
314 FLRN SPDR SERIES TRUST 34,270.0 $1.1M 0.03% +8K +28.2% $30.85 -0.0%
315 PALC PACER FDS TR 17,592.0 $1.1M 0.03% $59.75 -2.8%
316 MRVL MARVELL TECHNOLOGY INC Technology 3,516.0 $1.0M 0.03% +683.0 +24.1% $297.85 -27.0%
317 NGG NATIONAL GRID PLC Utilities 12,583.0 $1.0M 0.03% +751.0 +6.3% $82.87 -4.3%
318 ABNB AIRBNB INC Consumer Cyclical 7,279.0 $1.0M 0.03% -431.0 -5.6% $143.13 +33.2%
319 ING ING GROEP N.V. Financial Services 33,110.0 $1.0M 0.03% +2K +6.8% $31.38 +12.4%
320 PLTR PALANTIR TECHNOLOGIES INC Technology 8,840.0 $1.0M 0.03% +301.0 +3.5% $116.71 +59.3%
Page 16 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%