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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 34 of 45  ·  882 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
661 TLH ISHARES TR 2,944.0 $295K 0.01% -843.0 -22.3% $100.36 -3.1%
662 SIMO SILICON MOTION TECHNOLOGY CO Technology 886.0 $295K 0.01% NEW $333.26 -25.9%
663 CNC CENTENE CORP DEL Healthcare 4,575.0 $294K 0.01% NEW $64.18 +1.6%
664 ICICI BANK LIMITED 10,085.0 $293K 0.01% -260.0 -2.5% $29.03
665 LEN LENNAR CORP Consumer Cyclical 3,221.0 $291K 0.01% -351.0 -9.8% $90.49 -5.5%
666 GSUS GOLDMAN SACHS ETF TR 2,819.0 $291K 0.01% $103.10 +3.1%
667 DDOG DATADOG INC Technology 1,116.0 $291K 0.01% NEW $260.38 -9.0%
668 CVNA CARVANA CO Consumer Cyclical 4,402.0 $290K 0.01% +4K +420.9% $65.84 +13.1%
669 EFV ISHARES TR 3,784.0 $290K 0.01% -6K -60.1% $76.56 +6.7%
670 CTA SIMPLIFY EXCHANGE TRADED FUN 11,096.0 $288K 0.01% +871.0 +8.5% $25.94 +6.1%
671 CSX CSX CORP Industrials 6,017.0 $286K 0.01% +1K +20.3% $47.53 +7.8%
672 DAL DELTA AIR LINES INC Industrials 3,054.0 $286K 0.01% -3K -47.1% $93.63 -14.3%
673 NTAP NETAPP INC Technology 1,847.0 $286K 0.01% +213.0 +13.0% $154.70 +21.6%
674 CGMU CAPITAL GRP FIXED INCM ETF T 10,391.0 $285K 0.01% $27.47 -1.6%
675 CFG CITIZENS FINL GROUP INC Financial Services 4,071.0 $285K 0.01% +644.0 +18.8% $70.10 -0.5%
676 NU NU HLDGS LTD Financial Services 21,306.0 $285K 0.01% -8K -27.7% $13.36 +6.9%
677 IAU ISHARES GOLD TR Financial Services 3,758.0 $284K 0.01% -812.0 -17.8% $75.51 +10.9%
678 BSX BOSTON SCIENTIFIC CORP Healthcare 6,646.0 $284K 0.01% -783.0 -10.5% $42.67 +9.5%
679 SPTI SPDR SERIES TRUST 9,977.0 $283K 0.01% NEW $28.39 -1.3%
680 FIXD FIRST TR EXCHNG TRADED FD VI 6,471.0 $282K 0.01% +355.0 +5.8% $43.61 -1.7%
Page 34 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%