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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 36 of 45  ·  882 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
701 EGP EASTGROUP PPTYS INC Real Estate 1,303.0 $264K 0.01% NEW $202.53 -1.2%
702 QYLD GLOBAL X FDS 14,260.0 $263K 0.01% -188.0 -1.3% $18.43 -0.7%
703 NVT NVENT ELEC PLC Industrials 1,546.0 $263K 0.01% -295.0 -16.0% $169.86 -10.4%
704 UGI UGI CORP NEW Utilities 7,575.0 $262K 0.01% +2K +35.5% $34.54 +10.8%
705 BLV VANGUARD BD INDEX FDS 3,783.0 $261K 0.01% -60.0 -1.6% $68.94 -3.5%
706 VANGUARD MUN BD FDS 2,579.0 $260K 0.01% NEW $100.97
707 VOX VANGUARD WORLD FD 1,413.0 $260K 0.01% +244.0 +20.9% $183.95 +2.7%
708 TLN TALEN ENERGY CORP Utilities 667.0 $256K 0.01% NEW $384.26 -21.5%
709 ITW ILLINOIS TOOL WKS INC Industrials 946.0 $256K 0.01% +77.0 +8.9% $270.57 +3.0%
710 HAL HALLIBURTON CO Energy 7,516.0 $255K 0.01% +310.0 +4.3% $33.95 +5.4%
711 IBKR INTERACTIVE BROKERS GROUP IN Financial Services 2,873.0 $250K 0.01% -229.0 -7.4% $87.03 +11.2%
712 HCA HCA HEALTHCARE INC Healthcare 638.0 $249K 0.01% -676.0 -51.5% $389.89 +7.3%
713 PAVE GLOBAL X FDS 4,188.0 $247K 0.01% -156.0 -3.6% $58.92 -6.1%
714 VSS VANGUARD INTL EQUITY INDEX F 1,592.0 $246K 0.01% +218.0 +15.9% $154.25 +4.4%
715 MCHP MICROCHIP TECHNOLOGY INC. Technology 2,685.0 $245K 0.01% NEW $91.15 -18.9%
716 SYSB ISHARES TR 2,755.0 $244K 0.01% +2K +240.5% $88.73 -1.5%
717 WF WOORI FINL GROUP INC Financial Services 4,247.0 $244K 0.01% NEW $57.40 +28.6%
718 BALT INNOVATOR ETFS TRUST 7,112.0 $244K 0.01% +2K +34.6% $34.27 +1.6%
719 QSR RESTAURANT BRANDS INTL INC Consumer Cyclical 3,358.0 $243K 0.01% +676.0 +25.2% $72.51 +7.5%
720 CL COLGATE PALMOLIVE CO Consumer Defensive 2,615.0 $240K 0.01% $91.68 -0.9%
Page 36 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%