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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 8 of 45  ·  882 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
141 BBUS J P MORGAN EXCHANGE TRADED F 20,984.0 $2.8M 0.09% +424.0 +2.1% $134.72 +3.2%
142 RWLC ADVISORS INNER CIRCLE FD III 74,722.0 $2.8M 0.09% +1K +2.0% $37.48 +4.0%
143 IWV ISHARES TR 6,271.0 $2.7M 0.08% $426.40 +2.9%
144 IJH ISHARES TR 34,383.0 $2.7M 0.08% -1K -2.9% $77.11 -0.6%
145 SPGI S&P GLOBAL INC Financial Services 6,436.0 $2.6M 0.08% +1K +22.2% $407.26 +7.0%
146 BK BANK NEW YORK MELLON CORP Financial Services 17,838.0 $2.6M 0.08% +5K +42.5% $144.62 -1.9%
147 IWL ISHARES TR 13,863.0 $2.6M 0.08% +1K +11.3% $184.95 +3.2%
148 INTC INTEL CORP Technology 18,337.0 $2.6M 0.08% -6K -25.0% $139.63 -34.6%
149 CMI CUMMINS INC Industrials 3,539.0 $2.5M 0.08% -128.0 -3.5% $713.83 -19.9%
150 WFC WELLS FARGO & CO Financial Services 30,558.0 $2.5M 0.08% -307.0 -1.0% $82.64 +2.7%
151 ADI ANALOG DEVICES INC Technology 6,328.0 $2.5M 0.08% +560.0 +9.7% $397.38 -6.2%
152 EVUS ISHARES TR 70,384.0 $2.5M 0.08% +17K +33.1% $35.11 +6.2%
153 SMMU PIMCO ETF TR 48,266.0 $2.4M 0.08% +24K +101.2% $50.50 -0.4%
154 HST HOST HOTELS & RESORTS INC Real Estate 102,727.0 $2.4M 0.08% -20K -16.6% $23.71 -5.6%
155 IRM IRON MTN INC DEL Real Estate 18,781.0 $2.4M 0.07% -3K -15.2% $126.31 -2.6%
156 GE GE AEROSPACE Industrials 6,221.0 $2.3M 0.07% -114.0 -1.8% $373.68 -8.4%
157 IEF ISHARES TR 24,500.0 $2.3M 0.07% +11K +79.6% $94.57 -1.4%
158 MUNI PIMCO ETF TR 43,432.0 $2.3M 0.07% +28K +175.0% $52.60 -1.8%
159 ELV ELEVANCE HEALTH INC FORMERLY Healthcare 5,863.0 $2.3M 0.07% $386.75 +3.6%
160 CAH CARDINAL HEALTH INC Healthcare 9,381.0 $2.2M 0.07% -508.0 -5.1% $237.56 -1.1%
Page 8 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%