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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 14 of 15  ·  283 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
261 SKYY FIRST TR EXCHANGE-TRADED FD 1,346.0 $147K 0.01% -30.0 -2.2% $109.36 +18.7%
262 BOTZ GLOBAL X FDS 4,424.0 $147K 0.01% -1K -20.0% $33.22 +19.4%
263 VPL VANGUARD INTL EQUITY INDEX F 1,369.0 $134K 0.01% -3K -69.5% $97.73 +15.1%
264 EEMA ISHARES INC 1,371.0 $131K 0.01% -3K -68.0% $95.74 +17.9%
265 TFI SPDR SERIES TRUST 2,891.0 $131K 0.01% -592.0 -17.0% $45.34 -0.3%
266 TLTD FLEXSHARES TR 1,200.0 $113K 0.00% -53.0 -4.2% $93.99 +7.1%
267 XME SPDR SERIES TRUST 951.0 $103K 0.00% -6K -86.9% $108.03 +6.8%
268 NMR NOMURA HLDGS INC Financial Services 12,111.0 $96K 0.00% -93.0 -0.8% $7.89 +4.2%
269 ROIV ROIVANT SCIENCES LTD Healthcare 2,995.0 $83K 0.00% -353.0 -10.5% $27.70 +17.0%
270 WIT WIPRO LTD Technology 38,088.0 $81K 0.00% -5K -10.6% $2.12 -7.1%
271 SYSB ISHARES TR 809.0 $72K 0.00% -1K -55.9% $88.99 -1.1%
272 GCOW PACER FDS TR 1,433.0 $66K 0.00% -35K -96.1% $46.24 +1.1%
273 CRS CARPENTER TECHNOLOGY CORP Industrials 167.0 $66K 0.00% -30.0 -15.2% $394.42 +11.1%
274 GSIB THEMES ETF TR 1,227.0 $62K 0.00% -34K -96.5% $50.90 +12.0%
275 MEDP MEDPACE HLDGS INC Healthcare 122.0 $59K 0.00% -16.0 -11.6% $484.41 -11.2%
276 EFA ISHARES TR 380.0 $37K 0.00% -8.0 -2.1% $97.13 +7.3%
277 NFRA FLEXSHARES TR 318.0 $20K 0.00% -158.0 -33.2% $63.95 +3.3%
278 DXJ WISDOMTREE TR 122.0 $19K 0.00% -772.0 -86.3% $158.75 +6.5%
279 EEM ISHARES TR 293.0 $17K 0.00% -80K -99.6% $56.79 +16.3%
280 TPSC TIMOTHY PLAN 370.0 $16K 0.00% -8.0 -2.1% $42.44 +6.0%
Page 14 of 15  ·  283 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%