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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 39 of 45  ·  882 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
761 SNA SNAP ON INC Industrials 541.0 $218K 0.01% +14.0 +2.7% $403.74 -2.0%
762 RTO RENTOKIL INITIAL PLC Industrials 7,593.0 $217K 0.01% +135.0 +1.8% $28.61 -18.0%
763 NTRA NATERA INC Healthcare 799.0 $217K 0.01% NEW $271.45 +24.8%
764 FEM FIRST TR EXCH TRD ALPHDX FD 6,754.0 $216K 0.01% NEW $31.99 +4.0%
765 SWKS SKYWORKS SOLUTIONS INC Technology 3,185.0 $216K 0.01% NEW $67.79 -0.6%
766 VGIT VANGUARD SCOTTSDALE FDS 3,656.0 $216K 0.01% -541.0 -12.9% $58.98 -0.9%
767 DASH DOORDASH INC Communication Services 1,165.0 $215K 0.01% -170.0 -12.7% $184.53 +25.7%
768 ROP ROPER TECHNOLOGIES INC Industrials 633.0 $214K 0.01% +52.0 +8.9% $338.73 +24.8%
769 CBRE CBRE GROUP INC Real Estate 1,566.0 $211K 0.01% -269.0 -14.7% $134.71 +9.3%
770 JBGS JBG SMITH PPTYS Real Estate 14,108.0 $207K 0.01% NEW $14.67 -17.5%
771 J JACOBS SOLUTIONS INC Industrials 1,639.0 $207K 0.01% -991.0 -37.7% $126.00 +19.5%
772 KR KROGER CO Consumer Defensive 3,707.0 $206K 0.01% -54.0 -1.4% $55.52 +2.5%
773 ALLE ALLEGION PLC Industrials 1,458.0 $205K 0.01% -51.0 -3.4% $140.49 +13.7%
774 ARW ARROW ELECTRS INC Technology 954.0 $204K 0.01% NEW $213.75 -2.2%
775 SKM SK TELECOM CO LTD Communication Services 6,341.0 $204K 0.01% NEW $32.15 +22.8%
776 DSTL ETF SER SOLUTIONS 3,397.0 $203K 0.01% $59.89 +16.8%
777 KKR KKR & CO INC 2,202.0 $202K 0.01% NEW $91.78
778 SRLN SSGA ACTIVE ETF TR 5,013.0 $202K 0.01% +357.0 +7.7% $40.29 +1.2%
779 VOYA VOYA FINANCIAL INC Financial Services 2,217.0 $201K 0.01% NEW $90.53 +11.7%
780 SPLB SPDR SERIES TRUST 8,918.0 $200K 0.01% -682.0 -7.1% $22.40 -3.5%
Page 39 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%