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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 18 of 20  ·  382 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
341 ITW ILLINOIS TOOL WKS INC Industrials 869.0 $226K 0.01% +38.0 +4.6% $260.35 -3.1%
342 CL COLGATE PALMOLIVE CO Consumer Defensive 2,621.0 $223K 0.01% +122.0 +4.9% $85.23 +6.3%
343 PAVE GLOBAL X FDS 4,344.0 $221K 0.01% +223.0 +5.4% $50.82 +8.1%
344 ALLE ALLEGION PLC Industrials 1,509.0 $219K 0.01% +19.0 +1.3% $145.29 -10.2%
345 MNST MONSTER BEVERAGE CORP NEW Consumer Defensive 3,015.0 $218K 0.01% +237.0 +8.5% $72.46 +19.8%
346 SCHP SCHWAB STRATEGIC TR 8,011.0 $213K 0.01% +249.0 +3.2% $26.61 +0.1%
347 KMB KIMBERLY-CLARK CORP Consumer Defensive 2,158.0 $208K 0.01% +866.0 +67.0% $96.46 +2.8%
348 MTUM ISHARES TR 847.0 $203K 0.01% +60.0 +7.6% $239.92 +26.5%
349 HBAN HUNTINGTON BANCSHARES INC Financial Services 12,948.0 $203K 0.01% +1K +12.0% $15.65 +1.7%
350 DASH DOORDASH INC Communication Services 1,335.0 $200K 0.01% +156.0 +13.2% $150.15 +6.7%
351 SCHR SCHWAB STRATEGIC TR 8,013.0 $200K 0.01% +6K +388.6% $24.91 -1.4%
352 CTAS CINTAS CORP Industrials 1,168.0 $198K 0.01% +188.0 +19.2% $169.39 +2.1%
353 MLN VANECK ETF TRUST 11,244.0 $196K 0.01% +360.0 +3.3% $17.44 -0.6%
354 JIVE J P MORGAN EXCHANGE TRADED F 2,283.0 $196K 0.01% +389.0 +20.5% $85.64 +7.1%
355 QXO QXO INC Industrials 9,956.0 $193K 0.01% +534.0 +5.7% $19.42 -14.2%
356 LEIDOS HOLDINGS INC 1,226.0 $191K 0.01% +16.0 +1.3% $155.59
357 UMC UNITED MICROELECTRONICS CORP Technology 20,326.0 $183K 0.01% +7K +47.5% $8.98 +102.9%
358 NKE NIKE INC Consumer Cyclical 3,444.0 $182K 0.01% +716.0 +26.2% $52.80 -15.4%
359 NOK NOKIA CORP Technology 20,994.0 $169K 0.01% +10K +84.0% $8.04 +92.4%
360 SNOW SNOWFLAKE INC Technology 1,091.0 $165K 0.01% +280.0 +34.5% $150.82 +14.2%
Page 18 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%