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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 42 of 45  ·  882 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
821 QLC FLEXSHARES TR 1,401.0 $126K 0.00% -18.0 -1.3% $89.87 +3.6%
822 LIBERTY GLOBAL LTD 11,194.0 $123K 0.00% NEW $11.00
823 ALB ALBEMARLE CORP Basic Materials 900.0 $122K 0.00% -85.0 -8.6% $135.03 +0.5%
824 TILT FLEXSHARES TR 440.0 $121K 0.00% $276.07 +3.3%
825 PAYX PAYCHEX INC Industrials 1,168.0 $115K 0.00% +206.0 +21.4% $98.30 +28.7%
826 XEL XCEL ENERGY INC Utilities 1,418.0 $114K 0.00% +76.0 +5.7% $80.28 -3.9%
827 VIV TELEFONICA BRASIL SA Communication Services 8,332.0 $110K 0.00% NEW $13.16 -13.9%
828 SON SONOCO PRODS CO Consumer Cyclical 1,905.0 $107K 0.00% NEW $56.38 +0.6%
829 WU WESTERN UN CO Financial Services 13,921.0 $107K 0.00% +2K +15.1% $7.70 -6.4%
830 FLTR VANECK ETF TRUST 4,182.0 $107K 0.00% NEW $25.62 -0.1%
831 USFR WISDOMTREE TR 2,119.0 $107K 0.00% -462.0 -17.9% $50.36 -0.0%
832 ROIV ROIVANT SCIENCES LTD Healthcare 3,007.0 $106K 0.00% $35.39 +6.2%
833 DEED FIRST TR EXCHNG TRADED FD VI 4,963.0 $106K 0.00% NEW $21.38 -1.2%
834 TLTD FLEXSHARES TR 1,062.0 $104K 0.00% -138.0 -11.5% $98.08 +6.9%
835 ORA ORMAT TECHNOLOGIES INC Utilities 932.0 $101K 0.00% NEW $108.90 -3.6%
836 MPT MEDICAL PROPERTIES TRUST INC Financial Services 21,359.0 $99K 0.00% -10K -31.4% $4.62 -12.8%
837 NMR NOMURA HLDGS INC Financial Services 11,081.0 $97K 0.00% -1K -8.5% $8.78 +15.3%
838 IWB ISHARES TR 231.0 $95K 0.00% -16.0 -6.5% $409.50 +3.1%
839 ITM VANECK ETF TRUST 1,911.0 $90K 0.00% NEW $47.00 -2.4%
840 AEGON LTD 10,572.0 $89K 0.00% -3K -21.1% $8.44
Page 42 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%