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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 32 of 45  ·  882 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
621 CGDV CAPITAL GROUP DIVIDEND VALUE 6,708.0 $331K 0.01% $49.28 +2.2%
622 HII HUNTINGTON INGALLS INDS INC Industrials 1,174.0 $329K 0.01% -949.0 -44.7% $279.89 +5.1%
623 MANAGED PORTFOLIO SERIES 12,666.0 $327K 0.01% -8K -37.8% $25.82
624 SR SPIRE INC Utilities 4,176.0 $326K 0.01% -2K -34.2% $78.09 +5.7%
625 VCLT VANGUARD SCOTTSDALE FDS 4,316.0 $325K 0.01% +56.0 +1.3% $75.25 -3.9%
626 FLSP FRANKLIN TEMPLETON ETF TR 11,673.0 $323K 0.01% +1K +11.7% $27.69 +2.1%
627 JGRO J P MORGAN EXCHANGE TRADED F 3,273.0 $323K 0.01% -2K -31.9% $98.58 -4.4%
628 TVAL T ROWE PRICE ETF INC 7,737.0 $322K 0.01% -275.0 -3.4% $41.68 +3.5%
629 DISV DIMENSIONAL ETF TRUST 8,013.0 $322K 0.01% +941.0 +13.3% $40.13 +11.1%
630 BSV VANGUARD BD INDEX FDS 4,123.0 $321K 0.01% +133.0 +3.3% $77.90 -0.5%
631 RSG REPUBLIC SVCS INC Industrials 1,500.0 $319K 0.01% +39.0 +2.7% $212.81 +4.4%
632 DBMF LITMAN GREGORY FDS TR 10,425.0 $319K 0.01% -752.0 -6.7% $30.61 +2.6%
633 HPE HEWLETT PACKARD ENTERPRISE C Technology 7,066.0 $319K 0.01% NEW $45.11 +16.0%
634 FTEC FIDELITY COVINGTON TRUST 1,112.0 $318K 0.01% -231.0 -17.2% $285.64 +0.3%
635 KB KB FINL GROUP INC Financial Services 3,008.0 $316K 0.01% +850.0 +39.4% $105.07 +18.2%
636 UBSI UNITED BANKSHARES INC WEST V Financial Services 6,876.0 $315K 0.01% +649.0 +10.4% $45.83 +3.9%
637 CHRW C H ROBINSON WORLDWIDE IN Industrials 1,671.0 $315K 0.01% +49.0 +3.0% $188.41 -20.2%
638 CAG CONAGRA BRANDS INC Consumer Defensive 23,375.0 $315K 0.01% +4K +18.9% $13.46 +19.5%
639 FGDL FRANKLIN TEMPLETON HOLDINGS Financial Services 5,890.0 $314K 0.01% +3K +95.6% $53.37 +11.2%
640 GPC GENUINE PARTS CO Consumer Cyclical 2,636.0 $311K 0.01% +39.0 +1.5% $117.98 +16.6%
Page 32 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%