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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 33 of 45  ·  882 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
641 AYI ACUITY INC Industrials 825.0 $311K 0.01% +66.0 +8.7% $376.46 -11.0%
642 BBVA BANCO BILBAO VIZCAYA ARGENTA Financial Services 12,386.0 $310K 0.01% -615.0 -4.7% $25.06 +15.7%
643 FTA FIRST TR EXCHANGE-TRADED ALP 3,197.0 $309K 0.01% +130.0 +4.2% $96.79 +6.8%
644 PFFD GLOBAL X FDS 16,475.0 $308K 0.01% -206.0 -1.2% $18.69 -1.5%
645 KDP KEURIG DR PEPPER INC Consumer Defensive 9,398.0 $308K 0.01% NEW $32.73 -1.7%
646 JEMA J P MORGAN EXCHANGE TRADED F 4,805.0 $307K 0.01% -230.0 -4.6% $63.88 -2.7%
647 CHD CHURCH & DWIGHT CO INC Consumer Defensive 3,166.0 $307K 0.01% +47.0 +1.5% $96.88 +4.5%
648 BIV VANGUARD BD INDEX FDS 3,987.0 $306K 0.01% -64.0 -1.6% $76.71 -1.7%
649 XYLD GLOBAL X FDS 7,462.0 $304K 0.01% -154.0 -2.0% $40.79 +1.8%
650 ORLY OREILLY AUTOMOTIVE INC Consumer Cyclical 3,305.0 $304K 0.01% +402.0 +13.8% $92.08 -3.9%
651 BBD BANCO BRADESCO S A Financial Services 87,208.0 $303K 0.01% +30K +52.8% $3.47 -6.3%
652 SAN BANCO SANTANDER SA Financial Services 21,857.0 $302K 0.01% +494.0 +2.3% $13.80 +6.3%
653 FVD FIRST TR EXCHANGE-TRADED FD 6,240.0 $301K 0.01% -1K -14.8% $48.18 +4.8%
654 DFAT DIMENSIONAL ETF TRUST 4,297.0 $300K 0.01% $69.90 +1.8%
655 SNOW SNOWFLAKE INC Technology 1,172.0 $298K 0.01% +81.0 +7.4% $254.50 +28.9%
656 BRX BRIXMOR PPTY GROUP INC Real Estate 9,452.0 $298K 0.01% +97.0 +1.0% $31.53 -7.5%
657 CGHM CAPITAL GRP FIXED INCM ETF T 11,514.0 $298K 0.01% $25.85 -1.9%
658 DHR DANAHER CORP DEL Healthcare 1,562.0 $298K 0.01% -15.0 -0.9% $190.51 +13.4%
659 FTGC FIRST TR EXCHANGE TRAD FD VI 10,980.0 $297K 0.01% -1K -9.9% $27.05 +13.4%
660 MNST MONSTER BEVERAGE CORP NEW Consumer Defensive 3,086.0 $297K 0.01% +71.0 +2.4% $96.12 -51.2%
Page 33 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%