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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 23 of 45  ·  882 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
441 RSP INVESCO EXCHANGE TRADED FD T 2,939.0 $625K 0.02% -3K -51.4% $212.75 +3.7%
442 GSK GSK PLC Healthcare 11,920.0 $625K 0.02% +278.0 +2.4% $52.42 -3.1%
443 ENS ENERSYS Industrials 2,669.0 $624K 0.02% NEW $233.82 -20.7%
444 CHKP CHECK POINT SOFTWARE TECH LT Technology 4,745.0 $624K 0.02% -1K -19.4% $131.44 +5.2%
445 GLDM WORLD GOLD TR Financial Services 7,833.0 $622K 0.02% NEW $79.42 +11.1%
446 TIGO MILLICOM INTL CELLULAR S A Communication Services 6,845.0 $621K 0.02% +4K +122.3% $90.77 +2.9%
447 QUS SPDR SERIES TRUST 3,295.0 $616K 0.02% $186.88 +4.5%
448 COF CAPITAL ONE FINL CORP Financial Services 3,061.0 $614K 0.02% -273.0 -8.2% $200.55 +7.5%
449 STLD STEEL DYNAMICS INC Basic Materials 2,675.0 $614K 0.02% NEW $229.46 +2.3%
450 TECHNIPFMC PLC 9,216.0 $611K 0.02% NEW $66.30
451 BMO BANK MONTREAL MEDIUM Financial Services 3,448.0 $609K 0.02% +845.0 +32.5% $176.70 -2.7%
452 ADC AGREE RLTY CORP Real Estate 8,042.0 $609K 0.02% +2K +27.7% $75.74 -3.4%
453 CCJ CAMECO CORP Energy 5,978.0 $609K 0.02% +145.0 +2.5% $101.83 -1.8%
454 AMRIZE LTD 11,415.0 $608K 0.02% +387.0 +3.5% $53.30
455 VNO VORNADO RLTY TR Real Estate 15,462.0 $608K 0.02% +1K +10.4% $39.30 -2.8%
456 VTRS VIATRIS INC Healthcare 38,168.0 $606K 0.02% NEW $15.88 +2.9%
457 BUD ANHEUSER BUSCH INBEV SA NV Consumer Defensive 7,339.0 $605K 0.02% -9K -54.3% $82.40 -2.8%
458 CBL CBL & ASSOC PPTYS INC Real Estate 11,283.0 $599K 0.02% NEW $53.09 +3.7%
459 ROKU ROKU INC Communication Services 4,316.0 $596K 0.02% +246.0 +6.0% $138.14 +14.1%
460 LYG LLOYDS BANKING GROUP PLC Financial Services 102,196.0 $596K 0.02% -529.0 -0.5% $5.83 +1.5%
Page 23 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%