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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 38 of 45  ·  882 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
741 MMM 3M CO Industrials 1,412.0 $229K 0.01% -319.0 -18.4% $161.91 +10.5%
742 BUNGE GLOBAL SA 2,140.0 $228K 0.01% +176.0 +9.0% $106.74
743 EMLC VANECK ETF TRUST 8,909.0 $228K 0.01% +719.0 +8.8% $25.56 +0.8%
744 NOC NORTHROP GRUMMAN CORP Industrials 444.0 $226K 0.01% +162.0 +57.5% $509.34 +7.0%
745 SONY SONY GROUP CORP Technology 11,257.0 $226K 0.01% -721.0 -6.0% $20.06 +20.0%
746 JPIE J P MORGAN EXCHANGE TRADED F 4,903.0 $226K 0.01% +491.0 +11.1% $46.05 -0.3%
747 GRMN GARMIN LTD Technology 945.0 $224K 0.01% +21.0 +2.3% $237.55 +22.0%
748 OSK OSHKOSH CORP Industrials 1,460.0 $224K 0.01% NEW $153.50 +2.1%
749 VOOG VANGUARD ADMIRAL FDS INC 2,706.0 $224K 0.01% NEW $82.62 +2.4%
750 AOS SMITH A O CORP Industrials 3,539.0 $222K 0.01% -614.0 -14.8% $62.72 -1.2%
751 DFEV DIMENSIONAL ETF TRUST 5,201.0 $222K 0.01% NEW $42.67 +0.0%
752 CEG CONSTELLATION ENERGY CORP Utilities 889.0 $222K 0.01% +5.0 +0.6% $249.29 +13.3%
753 SCHP SCHWAB STRATEGIC TR 8,324.0 $221K 0.01% +313.0 +3.9% $26.50 -1.7%
754 STIP ISHARES TR 2,156.0 $220K 0.01% -704.0 -24.6% $102.17 -1.2%
755 KMB KIMBERLY-CLARK CORP Consumer Defensive 2,006.0 $220K 0.01% -152.0 -7.0% $109.77 +0.2%
756 OMFL INVESCO EXCH TRD SLF IDX FD 3,211.0 $220K 0.01% +1K +72.3% $68.53 +3.7%
757 CTAS CINTAS CORP Industrials 1,294.0 $220K 0.01% +126.0 +10.8% $170.06 +20.0%
758 QLTA ISHARES TR 4,624.0 $220K 0.01% -6K -57.1% $47.52 -1.7%
759 EMHC SPDR SERIES TRUST 8,614.0 $219K 0.01% +541.0 +6.7% $25.44 -1.7%
760 ZBRA ZEBRA TECHNOLOGIES CORPORATI Technology 832.0 $219K 0.01% NEW $263.26 +37.2%
Page 38 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%