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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 37 of 45  ·  882 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
721 SPOT SPOTIFY TECHNOLOGY S A Communication Services 519.0 $239K 0.01% -348.0 -40.1% $459.67 +14.7%
722 JGLO J P MORGAN EXCHANGE TRADED F 3,347.0 $238K 0.01% -3K -46.5% $71.22 +3.7%
723 OKE ONEOK INC NEW Energy 2,738.0 $238K 0.01% +260.0 +10.5% $86.94 +8.9%
724 OMF ONEMAIN HLDGS INC Financial Services 3,887.0 $237K 0.01% +66.0 +1.7% $60.94 +4.8%
725 CGGO CAPITAL GROUP GBL GROWTH EQT 5,583.0 $236K 0.01% $42.33 -3.8%
726 GIS GENERAL MILLS INC Consumer Defensive 6,782.0 $236K 0.01% -4K -38.9% $34.80 +16.2%
727 TER TERADYNE INC Technology 487.0 $236K 0.01% NEW $483.84 -23.1%
728 CF CF INDUSTRIES HOLD Basic Materials 2,177.0 $236K 0.01% NEW $108.22 +16.1%
729 D DOMINION ENERGY INC Utilities 3,449.0 $236K 0.01% +114.0 +3.4% $68.29 -2.7%
730 ED CONSOLIDATED EDISON INC Utilities 2,126.0 $235K 0.01% -5K -71.8% $110.65 -3.6%
731 AER AERCAP HOLDINGS NV Industrials 1,612.0 $235K 0.01% -139.0 -7.9% $145.93 +1.4%
732 IWM ISHARES TR 783.0 $235K 0.01% -15.0 -1.9% $300.40 -0.2%
733 HDV ISHARES TR 8,533.0 $234K 0.01% -7K -46.2% $27.41 +7.2%
734 DEHP DIMENSIONAL ETF TRUST 5,466.0 $234K 0.01% NEW $42.77 -2.5%
735 RHI ROBERT HALF INC. Industrials 7,597.0 $233K 0.01% NEW $30.70 +46.5%
736 RFEM FIRST TR EXCH TRADED FD III 2,483.0 $233K 0.01% +110.0 +4.6% $93.91 +5.4%
737 HBAN HUNTINGTON BANCSHARES INC Financial Services 13,064.0 $232K 0.01% +116.0 +0.9% $17.73 -4.9%
738 HAS HASBRO INC Consumer Cyclical 2,785.0 $230K 0.01% -86.0 -3.0% $82.59 +14.0%
739 QXO QXO INC Industrials 13,255.0 $229K 0.01% +3K +33.1% $17.28 -19.8%
740 ZTS ZOETIS INC Healthcare 3,184.0 $229K 0.01% NEW $71.86 +4.4%
Page 37 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%