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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 1 of 8  ·  145 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1 AZN ASTRAZENECA PLC Healthcare 21,061.0 $4.2M 0.15% NEW $197.22 -3.8%
2 KMLM KRANESHARES TRUST 93,321.0 $2.6M 0.10% NEW $28.20 +3.7%
3 HDV ISHARES TR 15,860.0 $2.2M 0.08% NEW $135.71 -79.6%
4 REGN REGENERON PHARMACEUTICALS Healthcare 2,338.0 $1.8M 0.07% NEW $772.58 -15.9%
5 MUST COLUMBIA ETF TR I 82,246.0 $1.7M 0.06% NEW $20.51 -0.7%
6 DMXF ISHARES TR 18,242.0 $1.4M 0.05% NEW $75.45 +9.8%
7 AGGH SIMPLIFY EXCHANGE TRADED FUN 64,003.0 $1.3M 0.05% NEW $20.35 -0.6%
8 SMMU PIMCO ETF TR 23,984.0 $1.2M 0.04% NEW $50.45 -0.2%
9 ANDE ANDERSONS INC Consumer Defensive 16,629.0 $1.2M 0.04% NEW $71.78 -2.1%
10 USDU WISDOMTREE TR 38,149.0 $1.0M 0.04% NEW $26.33 -0.7%
11 XOP SPDR SERIES TRUST 5,515.0 $1.0M 0.04% NEW $181.83 -6.1%
12 AGX ARGAN INC Industrials 1,803.0 $982K 0.04% NEW $544.65 +18.4%
13 IYZ ISHARES TR 24,544.0 $965K 0.04% NEW $39.32 +12.4%
14 AON AON PLC Financial Services 2,918.0 $942K 0.03% NEW $322.78 +0.4%
15 ACWX ISHARES TR 12,917.0 $884K 0.03% NEW $68.47 +10.0%
16 VSAT VIASAT INC Technology 19,051.0 $873K 0.03% NEW $45.80 +64.3%
17 STX SEAGATE TECHNOLOGY HLDNGS PL Technology 2,225.0 $872K 0.03% NEW $391.89 +91.7%
18 CIEN CIENA CORP Technology 2,228.0 $865K 0.03% NEW $388.21 +51.3%
19 ED CONSOLIDATED EDISON INC Utilities 7,529.0 $852K 0.03% NEW $113.18 -5.1%
20 FTSM FIRST TR EXCHANGE-TRADED FD 14,055.0 $840K 0.03% NEW $59.78 +0.2%
Page 1 of 8  ·  145 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%