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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 2 of 8  ·  145 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
21 MUNI PIMCO ETF TR 15,794.0 $824K 0.03% NEW $52.19 -0.3%
22 SHY ISHARES TR 9,942.0 $821K 0.03% NEW $82.58 -0.5%
23 BTAL AGF INVTS TR 55,005.0 $768K 0.03% NEW $13.96 -12.3%
24 SCCO SOUTHERN COPPER CORP Basic Materials 4,363.0 $751K 0.03% NEW $172.06 +1.2%
25 JPIB J P MORGAN EXCHANGE TRADED F 15,688.0 $750K 0.03% NEW $47.82 +0.1%
26 EINC VANECK ETF TRUST 6,066.0 $715K 0.03% NEW $117.81 +4.8%
27 VLUE ISHARES TR 4,948.0 $703K 0.03% NEW $142.17 +30.1%
28 AVSF AMERICAN CENTY ETF TR 14,973.0 $701K 0.03% NEW $46.80 -0.6%
29 ENOR ISHARES TR 17,643.0 $652K 0.02% NEW $36.95 +3.1%
30 CCJ CAMECO CORP Energy 5,833.0 $634K 0.02% NEW $108.61 -3.0%
31 EIS ISHARES INC 5,453.0 $633K 0.02% NEW $116.04 +14.4%
32 AMRIZE LTD 11,028.0 $618K 0.02% NEW $56.02
33 SCHM SCHWAB STRATEGIC TR 19,937.0 $617K 0.02% NEW $30.96 +11.6%
34 FERG FERGUSON ENTERPRISES INC Industrials 2,538.0 $592K 0.02% NEW $233.38 -4.1%
35 MPC MARATHON PETE CORP Energy 2,419.0 $591K 0.02% NEW $244.20 +1.7%
36 DINO HF SINCLAIR CORP Energy 9,286.0 $579K 0.02% NEW $62.39 +9.6%
37 PTLC PACER FDS TR 10,933.0 $574K 0.02% NEW $52.46 +10.1%
38 TGT TARGET CORP Consumer Defensive 4,568.0 $554K 0.02% NEW $121.20 +0.9%
39 NTCT NETSCOUT SYS INC Technology 17,296.0 $550K 0.02% NEW $31.79 +24.1%
40 BSTP INNOVATOR ETFS TRUST 14,950.0 $538K 0.02% NEW $36.01 +8.3%
Page 2 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%