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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 3 of 20  ·  382 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
41 CRM SALESFORCE INC Technology 25,914.0 $4.8M 0.17% +5K +26.6% $186.67 -5.6%
42 AMAT APPLIED MATLS INC Technology 13,999.0 $4.8M 0.17% +724.0 +5.5% $341.83 +25.0%
43 PEP PEPSICO INC Consumer Defensive 29,900.0 $4.6M 0.17% +189.0 +0.6% $155.29 -4.1%
44 SCHE SCHWAB STRATEGIC TR 139,106.0 $4.6M 0.17% +41K +42.4% $32.95 +8.0%
45 SPIB SPDR SERIES TRUST 135,196.0 $4.5M 0.16% +60K +78.8% $33.54 -0.6%
46 ZACKS TRUST 164,401.0 $4.5M 0.16% +118K +255.0% $27.57
47 XLV SELECT SECTOR SPDR TR 30,417.0 $4.5M 0.16% +1K +4.2% $146.61 +1.0%
48 MDT MEDTRONIC PLC Healthcare 51,461.0 $4.5M 0.16% +614.0 +1.2% $86.65 -9.8%
49 VGSH VANGUARD SCOTTSDALE FDS 75,630.0 $4.4M 0.16% +34K +81.0% $58.54 -0.5%
50 CB CHUBB LTD SWITZ Financial Services 13,311.0 $4.3M 0.16% +1K +9.8% $325.92 +1.3%
51 TMO THERMO FISHER SCIENTIFIC INC Healthcare 8,662.0 $4.3M 0.15% +1K +13.8% $491.60 -8.1%
52 MU MICRON TECHNOLOGY INC Technology 12,131.0 $4.1M 0.15% +7K +131.8% $337.85 +125.6%
53 ESGU ISHARES TR 28,804.0 $4.1M 0.15% +561.0 +2.0% $141.42 +14.5%
54 BERKSHIRE HATHAWAY INC DEL 8,496.0 $4.1M 0.15% +333.0 +4.1% $479.17
55 XLC SELECT SECTOR SPDR TR 35,766.0 $4.0M 0.14% +5K +15.5% $110.86 +4.7%
56 INTU INTUIT Technology 9,161.0 $4.0M 0.14% +1K +18.7% $432.37 -29.0%
57 PM PHILIP MORRIS INTL INC Consumer Defensive 23,875.0 $3.9M 0.14% +2K +11.2% $165.34 +14.1%
58 SPSM SPDR SERIES TRUST 78,536.0 $3.8M 0.14% +52K +193.1% $48.32 +9.7%
59 JNJ JOHNSON & JOHNSON Healthcare 15,420.0 $3.8M 0.14% +2K +13.4% $244.46 -5.2%
60 BKNG BOOKING HOLDINGS INC Consumer Cyclical 892.0 $3.8M 0.14% +91.0 +11.4% $4208.53 -96.2%
Page 3 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%