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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 10 of 43  ·  853 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
181 PSA PUBLIC STORAGE OPER CO Real Estate 6,278.0 $1.7M 0.06% -414.0 -6.2% $270.88 +11.8%
182 NFLX NETFLIX INC. Communication Services 17,685.0 $1.7M 0.06% +2K +15.6% $96.15 -7.1%
183 MUST COLUMBIA ETF TR I 82,246.0 $1.7M 0.06% NEW $20.51 -0.7%
184 EVUS ISHARES TR 52,890.0 $1.7M 0.06% -5K -9.1% $31.83 +9.0%
185 JAAA JANUS DETROIT STR TR 33,216.0 $1.7M 0.06% -21K -38.4% $50.37 +0.6%
186 SHYG ISHARES TR 39,386.0 $1.7M 0.06% -129K -76.5% $42.31 +0.3%
187 EXR EXTRA SPACE STORAGE INC Real Estate 12,698.0 $1.7M 0.06% -507.0 -3.8% $131.13 +9.7%
188 TDSC EXCHANGE LISTED FDS TR 63,883.0 $1.7M 0.06% -169K -72.6% $26.00 +6.5%
189 HIG HARTFORD INSURANCE GROUP INC Financial Services 12,144.0 $1.6M 0.06% -171.0 -1.4% $135.20 +0.6%
190 NVS NOVARTIS AG Healthcare 10,643.0 $1.6M 0.06% +139.0 +1.3% $152.76 -0.7%
191 VLO VALERO ENERGY CORP Energy 6,556.0 $1.6M 0.06% +5K +383.5% $247.08 +2.7%
192 CMCSA COMCAST CORP NEW Communication Services 56,402.0 $1.6M 0.06% +17K +44.1% $28.71 -12.6%
193 GD GENERAL DYNAMICS CORP Industrials 4,685.0 $1.6M 0.06% +246.0 +5.5% $343.22 -1.3%
194 SHW SHERWIN WILLIAMS CO Basic Materials 4,982.0 $1.6M 0.06% +710.0 +16.6% $320.55 -4.0%
195 XMHQ INVESCO EXCHANGE TRADED FD T 15,377.0 $1.6M 0.06% +538.0 +3.6% $103.37 +4.0%
196 XLU SELECT SECTOR SPDR TR 34,495.0 $1.6M 0.06% +10K +39.1% $45.89 -1.9%
197 VICI VICI PPTYS INC Real Estate 57,581.0 $1.6M 0.06% -8K -12.7% $27.32 +4.0%
198 BDX BECTON DICKINSON & CO Healthcare 9,937.0 $1.6M 0.06% +2K +26.7% $157.24 -7.0%
199 MGC VANGUARD WORLD FD 6,564.0 $1.6M 0.06% -947.0 -12.6% $236.34 +15.6%
200 GLW CORNING INC Technology 11,290.0 $1.5M 0.06% +4K +53.1% $135.99 +41.1%
Page 10 of 43  ·  853 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%