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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 17 of 45  ·  882 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
321 ALTL PACER FDS TR 20,069.0 $1.0M 0.03% +131.0 +0.7% $51.30 -9.2%
322 SCCO SOUTHERN COPPER CORP Basic Materials 5,893.0 $1.0M 0.03% +2K +35.1% $174.26 +20.4%
323 KLAC KLA CORP Technology 3,342.0 $1.0M 0.03% +3K +1068.5% $301.73 -41.8%
324 MAS MASCO CORP Industrials 12,366.0 $1.0M 0.03% -685.0 -5.2% $81.37 -10.0%
325 DXJ WISDOMTREE TR 5,789.0 $1.0M 0.03% +6K +4645.1% $173.52 +3.8%
326 EXC EXELON CORP Utilities 21,546.0 $1.0M 0.03% NEW $46.62 -5.8%
327 APP APPLOVIN CORP Technology 1,948.0 $1.0M 0.03% -275.0 -12.4% $515.22 -38.3%
328 IWR ISHARES TR 9,066.0 $1.0M 0.03% -70.0 -0.8% $110.32 +1.8%
329 AMGN AMGEN INC Healthcare 2,746.0 $995K 0.03% +165.0 +6.4% $362.20 +19.4%
330 FCTR FIRST TR EXCHANGE-TRADED FD 24,306.0 $992K 0.03% +179.0 +0.7% $40.83 +0.1%
331 PML PIMCO MUN INCOME FD II Financial Services 130,241.0 $991K 0.03% +20K +18.0% $7.61 -3.7%
332 PAMC PACER FDS TR 17,674.0 $980K 0.03% +103.0 +0.6% $55.43 -1.8%
333 NEBIUS GROUP N.V. 3,538.0 $977K 0.03% -3K -47.5% $276.11
334 BKR BAKER HUGHES COMPANY Energy 17,444.0 $968K 0.03% +611.0 +3.6% $55.50 +12.5%
335 SPYG SPDR SERIES TRUST 8,075.0 $961K 0.03% +155.0 +2.0% $118.97 +1.9%
336 SPSB SPDR SERIES TRUST 31,903.0 $957K 0.03% -2K -4.7% $30.01 -0.3%
337 FFIV F5 INC Technology 2,283.0 $950K 0.03% +560.0 +32.5% $416.10 -5.3%
338 FTSM FIRST TR EXCHANGE-TRADED FD 15,904.0 $950K 0.03% +2K +13.2% $59.73 +0.3%
339 BLK BLACKROCK INC Financial Services 978.0 $941K 0.03% +58.0 +6.3% $962.16 +21.0%
340 GOVT ISHARES TR 41,224.0 $939K 0.03% +10K +34.2% $22.78 -1.4%
Page 17 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%