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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 31 of 45  ·  882 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
601 TWLO TWILIO INC Communication Services 1,716.0 $354K 0.01% +245.0 +16.7% $206.39 +15.2%
602 GTO INVESCO ACTIVELY MANAGED EXC 7,531.0 $353K 0.01% +2K +34.5% $46.87 -1.7%
603 FIIG FIRST TR EXCHANGE-TRADED FD 16,951.0 $351K 0.01% +1K +8.5% $20.71 -1.5%
604 FORTINET INC 2,285.0 $351K 0.01% NEW $153.57
605 CGGE CAPITAL GROUP GLOBAL EQUITY 9,951.0 $351K 0.01% $35.24 +0.4%
606 FIS FIDELITY NATL INFORMATION SV Technology 9,003.0 $350K 0.01% +2K +20.9% $38.88 +6.6%
607 PGR PROGRESSIVE CORP Financial Services 1,600.0 $350K 0.01% +196.0 +14.0% $218.45 +0.1%
608 DIHP DIMENSIONAL ETF TRUST 10,171.0 $347K 0.01% +1K +15.5% $34.13 +3.6%
609 LH LABCORP HOLDINGS INC Healthcare 1,237.0 $346K 0.01% +18.0 +1.5% $280.08 +19.6%
610 SCHR SCHWAB STRATEGIC TR 14,017.0 $346K 0.01% +6K +74.9% $24.66 -1.3%
611 HLT HILTON WORLDWIDE HLDGS INC Consumer Cyclical 1,046.0 $346K 0.01% $330.46 -2.6%
612 PPI INVESTMENT MANAGERS SER TR I 16,156.0 $344K 0.01% +676.0 +4.4% $21.29 -0.1%
613 DPZ DOMINOS PIZZA INC Consumer Cyclical 1,158.0 $343K 0.01% NEW $296.04 +18.2%
614 TDG TRANSDIGM GROUP INC Industrials 255.0 $343K 0.01% +12.0 +4.9% $1343.64 -11.7%
615 GM GENERAL MTRS CO Consumer Cyclical 4,435.0 $342K 0.01% -3K -43.6% $77.08 +11.9%
616 BBY BEST BUY INC Consumer Cyclical 4,436.0 $337K 0.01% +124.0 +2.9% $75.90 +8.6%
617 WMB WILLIAMS COS INC Energy 4,499.0 $334K 0.01% +215.0 +5.0% $74.34 -0.8%
618 DRI DARDEN RESTAURANTS INC Consumer Cyclical 1,619.0 $334K 0.01% +13.0 +0.8% $206.09 +4.6%
619 TOTL SSGA ACTIVE ETF TR 8,415.0 $332K 0.01% -614.0 -6.8% $39.47 -1.8%
620 JAVA J P MORGAN EXCHANGE TRADED F 4,179.0 $332K 0.01% -1K -26.2% $79.41 +4.8%
Page 31 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%