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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 15  ·  283 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
21 WMT WALMART INC Consumer Defensive 42,831.0 $5.3M 0.19% -4K -7.9% $124.28 +5.3%
22 AOA ISHARES TR 59,909.0 $5.3M 0.19% -3K -4.0% $88.49 +9.2%
23 TJX TJX COS INC NEW Consumer Cyclical 30,911.0 $4.9M 0.18% -4K -10.4% $159.70 -0.3%
24 BLACKROCK ETF TRUST 68,707.0 $4.8M 0.17% -5K -7.0% $70.14
25 IVW ISHARES TR 41,622.0 $4.7M 0.17% -475.0 -1.1% $113.11 +20.8%
26 SCHG SCHWAB STRATEGIC TR 138,152.0 $4.0M 0.14% -19K -12.1% $29.13 +17.7%
27 LLY ELI LILLY & CO Healthcare 4,267.0 $3.9M 0.14% -136.0 -3.1% $919.92 +13.2%
28 ESGD ISHARES TR 39,475.0 $3.8M 0.14% -5K -11.7% $95.62 +7.6%
29 SPG SIMON PPTY GROUP INC NEW Real Estate 19,624.0 $3.7M 0.13% -1K -6.8% $186.54 +9.4%
30 TXN TEXAS INSTRS INC Technology 18,837.0 $3.7M 0.13% -2K -10.8% $194.14 +57.0%
31 ESGE ISHARES INC 77,278.0 $3.5M 0.13% -9K -10.9% $45.47 +15.8%
32 CLSM EXCHANGE LISTED FDS TR 143,454.0 $3.3M 0.12% -221K -60.6% $23.23 +16.4%
33 DSI ISHARES TR 27,252.0 $3.3M 0.12% -2K -8.2% $121.19 +16.2%
34 ABBV ABBVIE INC Healthcare 14,176.0 $3.1M 0.11% -2K -13.8% $217.48 -1.3%
35 DLR DIGITAL RLTY TR INC Real Estate 16,979.0 $3.1M 0.11% -2K -8.3% $180.21 +7.8%
36 VUSB VANGUARD BD INDEX FDS 54,824.0 $2.7M 0.10% -327.0 -0.6% $49.79 -0.1%
37 MCK MCKESSON CORP Healthcare 3,053.0 $2.6M 0.10% -527.0 -14.7% $866.24 -11.5%
38 QCOM QUALCOMM INC Technology 20,451.0 $2.6M 0.10% -471.0 -2.2% $128.78 +57.2%
39 NEAR ISHARES U S ETF TR 50,980.0 $2.6M 0.09% -458.0 -0.9% $50.84 -0.3%
40 CORP PIMCO ETF TR 25,796.0 $2.5M 0.09% -1K -3.8% $96.80 -0.9%
Page 2 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%