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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 21 of 43  ·  853 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
401 VEU VANGUARD INTL EQUITY INDEX F 8,925.0 $670K 0.02% -398.0 -4.3% $75.10 +10.0%
402 APH AMPHENOL CORP Technology 5,293.0 $669K 0.02% -4K -45.7% $126.36 -1.2%
403 HWM HOWMET AEROSPACE INC Industrials 2,885.0 $665K 0.02% +1K +76.5% $230.44 +12.8%
404 VONG VANGUARD SCOTTSDALE FDS 6,038.0 $662K 0.02% -500.0 -7.7% $109.68 +17.0%
405 KMI KINDER MORGAN INC DEL Energy 19,727.0 $661K 0.02% -2K -8.5% $33.53 -0.1%
406 ENTERGY CORP NEW 5,863.0 $659K 0.02% +2K +45.7% $112.36
407 VWO VANGUARD INTL EQUITY INDEX F 12,184.0 $659K 0.02% $54.05 +8.6%
408 IDEV ISHARES TR 7,871.0 $658K 0.02% -988.0 -11.2% $83.57 +7.4%
409 ENOR ISHARES TR 17,643.0 $652K 0.02% NEW $36.95 +3.1%
410 VRT VERTIV HOLDINGS CO Industrials 2,584.0 $648K 0.02% -51.0 -1.9% $250.67 +25.9%
411 NDAQ NASDAQ INC Financial Services 7,613.0 $646K 0.02% -2K -20.8% $84.92 +6.5%
412 VRE VERIS RESIDENTIAL INC Real Estate 34,104.0 $644K 0.02% +13K +61.3% $18.87 +0.7%
413 GSK GSK PLC Healthcare 11,642.0 $643K 0.02% +717.0 +6.6% $55.20 -6.6%
414 WM WASTE MGMT INC DEL Industrials 2,763.0 $635K 0.02% -202.0 -6.8% $229.80 -4.4%
415 CCJ CAMECO CORP Energy 5,833.0 $634K 0.02% NEW $108.61 -3.0%
416 EIS ISHARES INC 5,453.0 $633K 0.02% NEW $116.04 +14.4%
417 CLS CELESTICA INC Technology 2,241.0 $631K 0.02% -343.0 -13.3% $281.78 +25.9%
418 SYY SYSCO CORP Consumer Defensive 8,823.0 $629K 0.02% +276.0 +3.2% $71.33 +5.8%
419 EMR EMERSON ELEC CO Industrials 4,786.0 $627K 0.02% -283.0 -5.6% $131.02 +3.0%
420 EBAY EBAY INC. Consumer Cyclical 6,861.0 $625K 0.02% -3K -33.2% $91.04 +28.7%
Page 21 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%