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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 7 of 20  ·  382 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
121 TMAT NORTHERN LTS FD TR IV 65,068.0 $1.5M 0.05% +2K +3.8% $23.19 +21.7%
122 RELX RELX PLC Communication Services 45,073.0 $1.5M 0.05% +19K +74.9% $33.15 +1.4%
123 ES EVERSOURCE ENERGY Utilities 21,399.0 $1.5M 0.05% +7K +53.6% $69.28 +0.5%
124 SPTM SPDR SERIES TRUST 18,662.0 $1.5M 0.05% +705.0 +3.9% $79.06 +13.8%
125 ACN ACCENTURE PLC IRELAND Technology 7,412.0 $1.5M 0.05% +2K +34.1% $198.30 -10.3%
126 RTX RTX CORPORATION Industrials 7,612.0 $1.5M 0.05% +229.0 +3.1% $192.90 -9.4%
127 OMC OMNICOM GROUP INC Communication Services 19,351.0 $1.5M 0.05% +2K +12.8% $75.31 -2.0%
128 UBER UBER TECHNOLOGIES INC Technology 20,168.0 $1.5M 0.05% +5K +34.4% $71.94 +3.7%
129 ECL ECOLAB INC Basic Materials 5,358.0 $1.4M 0.05% +373.0 +7.5% $266.03 -6.0%
130 DELL DELL TECHNOLOGIES INC Technology 8,568.0 $1.4M 0.05% +2K +39.0% $164.10 +54.1%
131 CCL CARNIVAL CORP Consumer Cyclical 53,790.0 $1.4M 0.05% +8K +17.4% $25.88 +1.2%
132 AMD ADVANCED MICRO DEVICES INC Technology 6,804.0 $1.4M 0.05% +827.0 +13.8% $203.43 +121.0%
133 DIS DISNEY WALT CO Communication Services 13,957.0 $1.3M 0.05% +520.0 +3.9% $96.38 +7.5%
134 TOTALENERGIES SE 14,554.0 $1.3M 0.05% +12K +428.1% $90.98
135 MRK MERCK & CO INC Healthcare 10,992.0 $1.3M 0.05% +1K +10.8% $120.30 -3.7%
136 CANADIAN PACIFIC KANSAS CITY 16,697.0 $1.3M 0.05% +3K +22.5% $78.66
137 PHG KONINKLIJKE PHILIPS N V Healthcare 47,780.0 $1.3M 0.05% +12K +34.7% $27.40 -2.4%
138 IEF ISHARES TR 13,643.0 $1.3M 0.05% +2K +16.6% $95.46 -1.7%
139 BUYW NORTHERN LTS FD TR IV 91,803.0 $1.3M 0.05% +6K +7.1% $14.08 +2.3%
140 SYK STRYKER CORPORATION Healthcare 3,911.0 $1.3M 0.05% +1K +46.6% $328.68 -2.2%
Page 7 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%