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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 29 of 45  ·  882 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
561 XYL XYLEM INC Industrials 3,406.0 $403K 0.01% -1K -28.2% $118.21 -5.8%
562 PNW PINNACLE WEST CAP CORP Utilities 3,734.0 $400K 0.01% +436.0 +13.2% $107.01 -8.8%
563 EMBJ EMBRAER S.A. Industrials 6,226.0 $397K 0.01% +699.0 +12.7% $63.80 +13.7%
564 MAR MARRIOTT INTL INC NEW Consumer Cyclical 1,069.0 $397K 0.01% $371.03 -5.4%
565 AOM ISHARES TR 7,916.0 $395K 0.01% +173.0 +2.2% $49.89 -0.2%
566 ALAB ASTERA LABS INC Technology 817.0 $395K 0.01% NEW $483.02 -40.1%
567 KBWB INVESCO EXCH TRADED FD TR II 4,242.0 $394K 0.01% NEW $92.98 +3.5%
568 FAST FASTENAL CO Industrials 8,199.0 $394K 0.01% +936.0 +12.9% $48.03 +3.6%
569 CGUS CAPITAL GROUP CORE EQUITY ET 8,841.0 $393K 0.01% $44.48 +1.9%
570 STAG STAG INDUSTRIAL INC Real Estate 10,269.0 $391K 0.01% -1K -12.2% $38.06 -2.3%
571 TPR TAPESTRY INC Consumer Cyclical 2,665.0 $390K 0.01% $146.38 -14.3%
572 PXH INVESCO EXCH TRADED FD TR II 13,958.0 $389K 0.01% +6K +73.3% $27.88 +5.8%
573 MAA MID-AMER APT CMNTYS INC Real Estate 2,788.0 $388K 0.01% -1K -26.5% $139.00 -6.8%
574 FE FIRSTENERGY CORP Utilities 8,043.0 $382K 0.01% +575.0 +7.7% $47.54 -3.5%
575 FPE FIRST TR EXCH TRADED FD III 21,333.0 $381K 0.01% +3K +17.9% $17.88 -1.1%
576 PSX PHILLIPS 66 Energy 2,252.0 $381K 0.01% +737.0 +48.6% $169.15 +44.3%
577 FTGS FIRST TR EXCHANGE-TRADED FD 10,214.0 $378K 0.01% +603.0 +6.3% $37.00 +6.7%
578 MGK VANGUARD WORLD FD 4,285.0 $377K 0.01% +3K +400.0% $87.91 +2.5%
579 HIW HIGHWOODS PPTYS INC Real Estate 12,466.0 $376K 0.01% +2K +14.0% $30.16 +3.3%
580 CTVA CORTEVA INC Basic Materials 4,432.0 $375K 0.01% +199.0 +4.7% $84.70 -0.9%
Page 29 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%