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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 35 of 45  ·  882 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
681 SLB SLB LIMITED Energy 6,037.0 $281K 0.01% -39.0 -0.6% $46.49 +22.6%
682 NJR NEW JERSEY RES CORP Utilities 5,005.0 $280K 0.01% NEW $56.04 -4.6%
683 USB US BANCORP Financial Services 4,643.0 $280K 0.01% +285.0 +6.5% $60.40 +3.5%
684 RF REGIONS FINANCIAL CORP NEW Financial Services 9,216.0 $278K 0.01% +618.0 +7.2% $30.20 +0.5%
685 LYB LYONDELLBASELL INDUSTRIES NV Basic Materials 5,271.0 $277K 0.01% +945.0 +21.8% $52.65 +20.7%
686 TOUS T ROWE PRICE ETF INC 7,226.0 $277K 0.01% -182.0 -2.5% $38.37 +3.7%
687 MSGS MADISON SQUARE GRDN SPRT COR Communication Services 687.0 $276K 0.01% +15.0 +2.2% $401.84 -2.9%
688 JIVE J P MORGAN EXCHANGE TRADED F 2,981.0 $274K 0.01% +698.0 +30.6% $91.96 +6.4%
689 CTRE CARETRUST REIT INC Real Estate 6,779.0 $274K 0.01% -14K -68.1% $40.35 -3.2%
690 HSBC HSBC HLDGS PLC Financial Services 2,860.0 $272K 0.01% +25.0 +0.9% $95.09 +8.9%
691 TDY TELEDYNE TECHNOLOGIES INC Technology 407.0 $271K 0.01% NEW $666.90 -6.6%
692 FLOT ISHARES TR 5,314.0 $271K 0.01% -1K -20.4% $51.05 -0.0%
693 FTCS FIRST TR EXCHANGE-TRADED FD 2,875.0 $270K 0.01% NEW $93.92 +7.9%
694 BR BROADRIDGE FINL SOLUTIONS IN Technology 1,970.0 $270K 0.01% +511.0 +35.0% $137.03 +34.1%
695 CACI CACI INTL INC Technology 580.0 $269K 0.01% +107.0 +22.6% $463.44 +35.8%
696 ARM ARM HOLDINGS PLC Technology 754.0 $267K 0.01% NEW $353.96 -32.0%
697 SBUX STARBUCKS CORP Consumer Cyclical 2,607.0 $266K 0.01% -14K -84.5% $102.19 +5.7%
698 OTIS OTIS WORLDWIDE CORP Industrials 3,700.0 $265K 0.01% NEW $71.60 +0.4%
699 FDT FIRST TR EXCH TRD ALPHDX FD 2,789.0 $264K 0.01% +316.0 +12.8% $94.66 +1.7%
700 URI UNITED RENTALS INC Industrials 233.0 $264K 0.01% NEW $1132.95 -8.8%
Page 35 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%