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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 8  ·  145 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
41 GFI GOLD FIELDS LTD Basic Materials 11,567.0 $525K 0.02% NEW $45.40 -11.7%
42 TRV TRAVELERS COMPANIES INC Financial Services 1,721.0 $502K 0.02% NEW $291.69 +5.2%
43 FFIV F5 INC Technology 1,723.0 $498K 0.02% NEW $289.12 +32.7%
44 LST MANAGED PORTFOLIO SERIES 11,905.0 $482K 0.02% NEW $40.45 +11.7%
45 BLACKROCK ETF TRUST 13,317.0 $428K 0.01% NEW $32.15
46 VNQ VANGUARD INDEX FDS 4,625.0 $410K 0.01% NEW $88.71 +9.0%
47 BALL BALL CORP Consumer Cyclical 6,742.0 $399K 0.01% NEW $59.11 -4.7%
48 BLCR BLACKROCK ETF TRUST 9,694.0 $398K 0.01% NEW $41.06 +21.1%
49 FMC FMC CORP Basic Materials 22,809.0 $393K 0.01% NEW $17.22 -24.4%
50 PTIN PACER FDS TR 11,261.0 $366K 0.01% NEW $32.52 +10.9%
51 NWE NORTHWESTERN ENERGY GROUP IN Utilities 5,528.0 $364K 0.01% NEW $65.94 +8.9%
52 ROST ROSS STORES INC Consumer Cyclical 1,679.0 $364K 0.01% NEW $216.60 -1.8%
53 TOTL SSGA ACTIVE ETF TR 9,029.0 $359K 0.01% NEW $39.73 -1.1%
54 BMO BANK MONTREAL MEDIUM Financial Services 2,603.0 $352K 0.01% NEW $135.34 +18.0%
55 LYB LYONDELLBASELL INDUSTRIES NV Basic Materials 4,326.0 $348K 0.01% NEW $80.56 -13.0%
56 KEY KEYCORP Financial Services 17,358.0 $348K 0.01% NEW $20.05 +7.2%
57 UNM UNUM GROUP Financial Services 4,697.0 $343K 0.01% NEW $73.04 +14.8%
58 FLOT ISHARES TR 6,679.0 $340K 0.01% NEW $50.95 +0.1%
59 PNW PINNACLE WEST CAP CORP Utilities 3,298.0 $332K 0.01% NEW $100.75 +1.2%
60 PTMC PACER FDS TR 9,086.0 $332K 0.01% NEW $36.57 +7.9%
Page 3 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%