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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 26 of 45  ·  882 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
501 SO SOUTHERN CO Utilities 5,215.0 $499K 0.02% +350.0 +7.2% $95.70 -7.8%
502 MBB ISHARES TR 5,257.0 $497K 0.02% +838.0 +19.0% $94.53 -1.4%
503 MRSH MARSH & MCLENNAN COS INC Financial Services 2,939.0 $490K 0.01% +903.0 +44.4% $166.69 +15.6%
504 HSY HERSHEY CO Consumer Defensive 2,779.0 $488K 0.01% -214.0 -7.2% $175.47 +2.0%
505 UMC UNITED MICROELECTRONICS CORP Technology 17,912.0 $487K 0.01% -2K -11.9% $27.21 -27.3%
506 SPTL SPDR SERIES TRUST 18,477.0 $485K 0.01% +3K +19.7% $26.23 -3.6%
507 CLOA BLACKROCK ETF TRUST II 9,322.0 $484K 0.01% -4K -32.4% $51.91 +0.1%
508 TDIV FIRST TR EXCHANGE TRADED FD 4,208.0 $483K 0.01% -591.0 -12.3% $114.89 +0.8%
509 FSMB FIRST TR EXCH TRADED FD III 24,129.0 $482K 0.01% NEW $19.99 -0.6%
510 DUK DUKE ENERGY CORP NEW Utilities 3,795.0 $480K 0.01% -477.0 -11.2% $126.59 -5.0%
511 MDLZ MONDELEZ INTL INC Consumer Defensive 8,243.0 $477K 0.01% +1K +22.0% $57.84 +7.8%
512 INVH INVITATION HOMES INC Real Estate 15,698.0 $474K 0.01% -8K -34.9% $30.21 -3.2%
513 ADP AUTOMATIC DATA PROCESSING IN Industrials 2,115.0 $474K 0.01% -527.0 -19.9% $224.08 +28.3%
514 LMBS FIRST TR EXCHANGE-TRADED FD 9,481.0 $472K 0.01% -1K -10.7% $49.78 -0.5%
515 CME CME GROUP INC Financial Services 2,118.0 $468K 0.01% +400.0 +23.3% $220.86 +29.4%
516 PHM PULTE GROUP INC Consumer Cyclical 3,405.0 $467K 0.01% +279.0 +8.9% $137.18 -6.3%
517 UNM UNUM GROUP Financial Services 5,209.0 $466K 0.01% +512.0 +10.9% $89.40 +4.1%
518 AME AMETEK INC Industrials 1,915.0 $464K 0.01% +382.0 +24.9% $242.04 -2.4%
519 GFI GOLD FIELDS LTD Basic Materials 13,765.0 $462K 0.01% +2K +19.0% $33.59 +36.8%
520 SLG SL GREEN RLTY CORP Real Estate 8,884.0 $460K 0.01% NEW $51.77 +11.1%
Page 26 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%