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

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#	Ticker	Company	Sector	Shares	Value ↓	% Port	Status
61	BKHY	BNY MELLON ETF TRUST	—	7	$336.0	—	SOLD

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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%