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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 5 of 15  ·  283 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
81 SSRM SSR MINING IN Basic Materials 36,816.0 $1.1M 0.04% -1K -3.9% $29.37 +4.7%
82 IWY ISHARES TR 4,343.0 $1.1M 0.04% -257.0 -5.6% $248.84 +17.7%
83 INTC INTEL CORP Technology 24,435.0 $1.1M 0.04% -319.0 -1.3% $44.13 +168.5%
84 DGRO ISHARES TR 15,314.0 $1.1M 0.04% -344.0 -2.2% $70.18 +5.7%
85 PH PARKER-HANNIFIN CORP Industrials 1,199.0 $1.1M 0.04% -420.0 -25.9% $895.19 -4.0%
86 MCD MCDONALDS CORP Consumer Cyclical 3,308.0 $1.0M 0.04% -103.0 -3.0% $310.82 -8.6%
87 BKR BAKER HUGHES COMPANY Energy 16,833.0 $1.0M 0.04% -171.0 -1.0% $61.05 +7.8%
88 UNILEVER PLC 17,844.0 $1.0M 0.04% -142.0 -0.8% $56.97
89 UDR UDR INC Real Estate 30,067.0 $1.0M 0.04% -2K -7.0% $33.78 +12.0%
90 SPSB SPDR SERIES TRUST 33,477.0 $1.0M 0.04% -15K -31.4% $30.07 -0.3%
91 LIN LINDE PLC Basic Materials 2,029.0 $1.0M 0.04% -64.0 -3.1% $495.96 +3.7%
92 FAAR FIRST TR EXCHANGE TRAD FD VI 29,231.0 $986K 0.04% -3K -8.3% $33.75 +0.9%
93 IJR ISHARES TR 7,801.0 $970K 0.04% -749.0 -8.8% $124.34 +9.6%
94 KIM KIMCO REALTY CORP Real Estate 43,023.0 $967K 0.04% -3K -5.5% $22.47 +7.0%
95 CENCORA INC 3,014.0 $947K 0.03% -124.0 -4.0% $314.26
96 ETN EATON CORP PLC Industrials 2,647.0 $947K 0.03% -322.0 -10.8% $357.79 +6.6%
97 CW CURTISS WRIGHT CORP Industrials 1,357.0 $924K 0.03% -334.0 -19.8% $681.25 +6.7%
98 NUSC NUSHARES ETF TR 20,442.0 $921K 0.03% -3K -13.9% $45.06 +8.4%
99 PALC PACER FDS TR 17,582.0 $911K 0.03% -363.0 -2.0% $51.81 +7.5%
100 EWY ISHARES INC 7,404.0 $911K 0.03% -7K -47.6% $123.01 +51.5%
Page 5 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%