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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 15  ·  283 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
41 WFC WELLS FARGO & CO Financial Services 30,865.0 $2.5M 0.09% -3K -8.7% $79.61 -4.8%
42 IJH ISHARES TR 35,403.0 $2.4M 0.09% -2K -5.3% $67.53 +8.0%
43 BAC BANK AMERICA CORP Financial Services 48,857.0 $2.4M 0.09% -13K -20.7% $48.75 +5.6%
44 JMSI J P MORGAN EXCHANGE TRADED F 47,678.0 $2.4M 0.09% -4K -8.4% $49.75 +0.1%
45 HST HOST HOTELS & RESORTS INC Real Estate 123,144.0 $2.4M 0.09% -7K -5.1% $19.16 +17.0%
46 SPGI S&P GLOBAL INC Financial Services 5,267.0 $2.2M 0.08% -251.0 -4.5% $425.30 -1.9%
47 AMT AMERICAN TOWER CORP Real Estate 12,889.0 $2.2M 0.08% -2K -11.1% $172.58 +6.5%
48 XLP SELECT SECTOR SPDR TR 26,580.0 $2.2M 0.08% -1K -4.2% $81.98 +3.3%
49 CAH CARDINAL HEALTH INC Healthcare 9,889.0 $2.1M 0.07% -467.0 -4.5% $211.33 -5.1%
50 IWL ISHARES TR 12,452.0 $2.0M 0.07% -1K -10.4% $160.48 +15.1%
51 QQQM INVESCO EXCH TRADED FD TR II 8,043.0 $1.9M 0.07% -16K -66.1% $237.62 +23.8%
52 TLT ISHARES TR 21,669.0 $1.9M 0.07% -28K -56.6% $86.70 -2.9%
53 ADI ANALOG DEVICES INC Technology 5,768.0 $1.8M 0.07% -724.0 -11.2% $318.20 +20.7%
54 EUSB ISHARES TR 40,281.0 $1.8M 0.06% -4K -9.8% $43.50 -0.8%
55 IVE ISHARES TR 8,233.0 $1.7M 0.06% -474.0 -5.4% $211.15 +7.1%
56 PSA PUBLIC STORAGE OPER CO Real Estate 6,278.0 $1.7M 0.06% -414.0 -6.2% $270.88 +11.8%
57 EVUS ISHARES TR 52,890.0 $1.7M 0.06% -5K -9.1% $31.83 +9.0%
58 JAAA JANUS DETROIT STR TR 33,216.0 $1.7M 0.06% -21K -38.4% $50.37 +0.6%
59 SHYG ISHARES TR 39,386.0 $1.7M 0.06% -129K -76.5% $42.31 +0.3%
60 EXR EXTRA SPACE STORAGE INC Real Estate 12,698.0 $1.7M 0.06% -507.0 -3.8% $131.13 +9.7%
Page 3 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%