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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 41 of 45  ·  882 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
801 ZAP GLOBAL X FDS 5,093.0 $176K 0.01% -234.0 -4.4% $34.61 -8.0%
802 IREN IREN LIMITED Financial Services 3,815.0 $174K 0.01% NEW $45.73 -11.4%
803 SKYY FIRST TR EXCHANGE-TRADED FD 1,279.0 $172K 0.01% -67.0 -5.0% $134.56 +23.8%
804 MTZ MASTEC INC Industrials 413.0 $172K 0.01% +46.0 +12.5% $415.41 -39.5%
805 ON ON SEMICONDUCTOR CORP Technology 1,815.0 $171K 0.01% NEW $94.41 -20.7%
806 ESLT ELBIT SYS LTD Industrials 224.0 $170K 0.01% +37.0 +19.8% $758.78 -5.3%
807 GNRC GENERAC HLDGS INC Industrials 571.0 $167K 0.01% NEW $293.29 -32.7%
808 PWR QUANTA SVCS INC Industrials 230.0 $167K 0.01% NEW $726.67 -14.4%
809 BOTZ GLOBAL X FDS 4,241.0 $161K 0.01% -183.0 -4.1% $37.94 -4.7%
810 PBE INVESCO EXCHANGE TRADED FD T 1,784.0 $160K 0.01% -93.0 -5.0% $89.66 +9.9%
811 VDE VANGUARD WORLD FD 1,059.0 $159K 0.01% NEW $150.19 +17.0%
812 ROST ROSS STORES INC Consumer Cyclical 726.0 $154K 0.01% -953.0 -56.8% $212.68 +8.1%
813 IHE ISHARES TR 1,511.0 $150K 0.01% NEW $99.01 +5.8%
814 BLACKROCK ETF TRUST 4,504.0 $143K 0.01% +676.0 +17.7% $31.78
815 PBJ INVESCO EXCHANGE TRADED FD T 3,015.0 $142K 0.00% +2K +277.8% $47.13 +1.5%
816 MFG MIZUHO FINANCIAL GROUP INC Financial Services 14,821.0 $142K 0.00% +750.0 +5.3% $9.58 +9.0%
817 EUHY ISHARES INC 2,536.0 $137K 0.00% +26.0 +1.0% $53.87 -0.8%
818 TDTT FLEXSHARES TR 5,597.0 $134K 0.00% $23.91 -1.3%
819 DRH DIAMONDROCK HOSPITALITY CO Real Estate 10,913.0 $133K 0.00% NEW $12.18 +4.2%
820 RWR SPDR SERIES TRUST 1,134.0 $128K 0.00% NEW $113.01 +0.4%
Page 41 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%