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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 9 of 45  ·  882 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
161 PGX INVESCO EXCH TRADED FD TR II 202,467.0 $2.2M 0.07% +41K +25.3% $10.84 -1.9%
162 QLD PROSHARES TR 22,665.0 $2.2M 0.07% -808.0 -3.4% $96.76 -6.0%
163 XLE SELECT SECTOR SPDR TR 40,945.0 $2.2M 0.07% +10K +30.3% $53.11 +17.4%
164 SPHQ INVESCO EXCHANGE TRADED FD T 24,055.0 $2.2M 0.07% NEW $90.10 -4.5%
165 CORP PIMCO ETF TR 22,188.0 $2.2M 0.07% -4K -14.0% $96.90 -1.5%
166 SAP SAP SE Technology 13,715.0 $2.1M 0.07% +3K +26.3% $154.10 +43.7%
167 TMAT NORTHERN LTS FD TR IV 67,187.0 $2.1M 0.07% +2K +3.3% $31.43 -6.1%
168 WMT WALMART INC Consumer Defensive 18,428.0 $2.1M 0.07% -24K -57.0% $113.25 -9.4%
169 DGCB DIMENSIONAL ETF TRUST 37,878.0 $2.1M 0.07% +4K +11.6% $54.67 -2.4%
170 VEU VANGUARD INTL EQUITY INDEX F 24,436.0 $2.0M 0.06% +16K +173.8% $83.75 +2.3%
171 MCK MCKESSON CORP Healthcare 2,691.0 $2.0M 0.06% -362.0 -11.9% $756.41 +17.5%
172 TMUS T-MOBILE US INC Communication Services 12,071.0 $2.0M 0.06% -2K -11.1% $167.77 +5.9%
173 VLO VALERO ENERGY CORP Energy 7,744.0 $2.0M 0.06% +1K +18.1% $260.43 +32.6%
174 JMSI J P MORGAN EXCHANGE TRADED F 39,875.0 $2.0M 0.06% -8K -16.4% $50.44 -2.1%
175 EWY ISHARES INC 9,894.0 $2.0M 0.06% +2K +33.6% $201.90 -10.6%
176 IQVIA HLDGS INC 10,104.0 $2.0M 0.06% -850.0 -7.8% $193.22
177 SUSB ISHARES TR 77,925.0 $1.9M 0.06% +74K +1957.7% $24.99 -0.5%
178 EMDM FIRST TR EXCHANGE-TRADED FD 45,007.0 $1.9M 0.06% +17K +59.5% $43.20 -1.9%
179 O REALTY INCOME CORP Real Estate 31,257.0 $1.9M 0.06% -2K -6.5% $61.96 -0.1%
180 FRT FEDERAL RLTY INVT TR NEW Real Estate 15,660.0 $1.9M 0.06% +4K +37.3% $123.44 -5.2%
Page 9 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%