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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 7 of 45  ·  882 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
121 ASML ASML HLDG NV Technology 1,713.0 $3.4M 0.11% -587.0 -25.5% $1990.76 -12.9%
122 SPG SIMON PPTY GROUP INC NEW Real Estate 15,222.0 $3.4M 0.11% -4K -22.4% $223.66 -3.5%
123 JNJ JOHNSON & JOHNSON Healthcare 13,367.0 $3.4M 0.11% -2K -13.3% $253.98 +4.7%
124 GSY INVESCO ACTIVELY MANAGED EXC 66,982.0 $3.4M 0.11% +8K +12.7% $50.15 -0.0%
125 BIL SPDR SERIES TRUST 36,090.0 $3.3M 0.10% +11K +43.0% $91.64 -0.0%
126 DLR DIGITAL RLTY TR INC Real Estate 18,340.0 $3.3M 0.10% +1K +8.0% $179.58 +7.3%
127 PIMCO ETF TR 66,684.0 $3.3M 0.10% +7K +12.3% $49.38
128 BCS BARCLAYS PLC Financial Services 120,095.0 $3.2M 0.10% -51K -29.6% $26.86 -0.2%
129 XLC SELECT SECTOR SPDR TR 29,810.0 $3.2M 0.10% -6K -16.6% $107.13 +4.2%
130 TLT ISHARES TR 36,501.0 $3.2M 0.10% +15K +68.5% $86.43 -3.8%
131 NEAR ISHARES U S ETF TR 62,084.0 $3.1M 0.10% +11K +21.8% $50.66 -0.1%
132 UPS UNITED PARCEL SVCS INC Industrials 29,242.0 $3.1M 0.10% +25K +619.5% $107.50 -1.5%
133 ESGD ISHARES TR 30,082.0 $3.1M 0.10% -9K -23.8% $102.81 +4.0%
134 VUSB VANGUARD BD INDEX FDS 61,842.0 $3.1M 0.10% +7K +12.8% $49.78 -0.0%
135 VONV VANGUARD SCOTTSDALE FDS 28,418.0 $3.0M 0.10% +2K +8.5% $106.31 +6.5%
136 RSPT INVESCO EXCHANGE TRADED FD T 46,120.0 $3.0M 0.09% NEW $64.50 +1.8%
137 BAC BANK AMERICA CORP Financial Services 52,137.0 $3.0M 0.09% +3K +6.7% $56.98 +8.3%
138 IEI ISHARES TR 25,200.0 $3.0M 0.09% +16K +179.6% $117.45 -0.7%
139 SJNK SPDR SERIES TRUST 114,769.0 $2.9M 0.09% NEW $25.03 -0.4%
140 QCOM QUALCOMM INC Technology 15,392.0 $2.8M 0.09% -5K -24.7% $184.78 -10.6%
Page 7 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%