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Portfolio (Quarterly) Guide ↗

GeoWealth Management, LLC

· CIK 0001593387
13F Portfolio $2.8B AUM 950 positions Filed May 13, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 145 New 382 Added 283 Reduced 61 Exited
Page 10 of 20  ·  382 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
181 MS MORGAN STANLEY Financial Services 5,621.0 $925K 0.03% +958.0 +20.5% $164.58 +21.8%
182 FIRST TR EXCH TRADED FD III 13,139.0 $924K 0.03% +1K +11.3% $70.36
183 LMT LOCKHEED MARTIN CORP Industrials 1,512.0 $914K 0.03% +14.0 +0.9% $604.43 -13.5%
184 ELS EQUITY LIFESTYLE PROPERTIES Real Estate 14,639.0 $914K 0.03% +5K +46.6% $62.42 +1.0%
185 PFE PFIZER INC Healthcare 32,384.0 $909K 0.03% +9K +40.8% $28.08 -7.6%
186 AMGN AMGEN INC Healthcare 2,581.0 $909K 0.03% +40.0 +1.6% $352.07 -4.2%
187 CAT CATERPILLAR INC Industrials 1,266.0 $897K 0.03% +87.0 +7.4% $708.79 +22.2%
188 FISR SSGA ACTIVE TR 34,718.0 $893K 0.03% +6K +19.8% $25.72 -1.1%
189 BLACKROCK ETF TRUST 16,122.0 $891K 0.03% +2K +15.1% $55.29
190 GILD GILEAD SCIENCES INC Healthcare 6,365.0 $887K 0.03% +2K +30.9% $139.39 -6.4%
191 NEM NEWMONT CORP Basic Materials 8,180.0 $885K 0.03% +1K +16.1% $108.24 +0.1%
192 SPYV SPDR SERIES TRUST 15,376.0 $870K 0.03% +602.0 +4.1% $56.58 +7.1%
193 SMURFIT WESTROCK PLC 21,821.0 $870K 0.03% +4K +26.0% $39.85
194 CWB SPDR SERIES TRUST 9,455.0 $865K 0.03% +374.0 +4.1% $91.52 +15.1%
195 DFSV DIMENSIONAL ETF TRUST 24,423.0 $856K 0.03% +9K +59.4% $35.04 +6.0%
196 DMBS DOUBLELINE ETF TRUST 17,189.0 $849K 0.03% +2K +10.3% $49.38 -1.5%
197 DB DEUTSCHE BK AG Financial Services 28,476.0 $848K 0.03% +5K +19.1% $29.78 +10.5%
198 CHKP CHECK POINT SOFTWARE TECH LT Technology 5,888.0 $841K 0.03% +383.0 +7.0% $142.81 -7.8%
199 PML PIMCO MUN INCOME FD II Financial Services 110,379.0 $836K 0.03% +22K +24.7% $7.57 -2.5%
200 EQR EQUITY RESIDENTIAL Real Estate 13,961.0 $826K 0.03% +1K +8.2% $59.15 +11.2%
Page 10 of 20  ·  382 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 27.1%
Financial Services 16.4%
Real Estate 11.3%
Healthcare 9.9%
Communication Services 9.2%
Consumer Cyclical 7.9%
Industrials 5.6%
Consumer Defensive 4.9%
Energy 3.3%
Utilities 2.2%