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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 22 of 43  ·  853 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
421 HSY HERSHEY CO Consumer Defensive 2,993.0 $622K 0.02% $207.88 -8.4%
422 HCA HCA HEALTHCARE INC Healthcare 1,314.0 $622K 0.02% -218.0 -14.2% $473.24 -17.0%
423 FITB FIFTH THIRD BANCORP Financial Services 13,382.0 $622K 0.02% +8K +145.3% $46.46 +5.8%
424 ITA ISHARES TR 2,834.0 $620K 0.02% +2K +682.9% $218.73 +2.0%
425 AMRIZE LTD 11,028.0 $618K 0.02% NEW $56.02
426 SCHM SCHWAB STRATEGIC TR 19,937.0 $617K 0.02% NEW $30.96 +11.6%
427 ANET ARISTA NETWORKS INC Technology 4,989.0 $613K 0.02% +2K +44.9% $122.81 +21.0%
428 MT ARCELORMITTAL SA LUXEMBOURG Basic Materials 11,724.0 $609K 0.02% +2K +19.6% $51.98 +23.3%
429 COF CAPITAL ONE FINL CORP Financial Services 3,334.0 $608K 0.02% +215.0 +6.9% $182.36 +2.4%
430 GWX SPDR INDEX SHS FDS 14,397.0 $608K 0.02% -990.0 -6.4% $42.23 +8.6%
431 DOC HEALTHPEAK PROPERTIES INC Real Estate 36,624.0 $602K 0.02% -3K -7.1% $16.43 +19.5%
432 QQQ INVESCO QQQ TR Financial Services 1,040.0 $600K 0.02% -896.0 -46.3% $577.20 +23.8%
433 INVH INVITATION HOMES INC Real Estate 24,130.0 $600K 0.02% -5K -16.4% $24.85 +16.8%
434 SBAC SBA COMMUNICATIONS CORP Real Estate 3,459.0 $595K 0.02% -594.0 -14.7% $172.12 +20.7%
435 AFL AFLAC INC Financial Services 5,417.0 $594K 0.02% +34.0 +0.6% $109.72 +7.4%
436 ILMN ILLUMINA INC Healthcare 4,815.0 $594K 0.02% +299.0 +6.6% $123.26 +17.5%
437 FERG FERGUSON ENTERPRISES INC Industrials 2,538.0 $592K 0.02% NEW $233.38 -4.1%
438 MPC MARATHON PETE CORP Energy 2,419.0 $591K 0.02% NEW $244.20 +1.7%
439 GM GENERAL MTRS CO Consumer Cyclical 7,867.0 $586K 0.02% +2K +25.3% $74.50 +3.6%
440 NSC NORFOLK SOUTHN CORP Industrials 2,035.0 $584K 0.02% -394.0 -16.2% $287.00 +8.5%
Page 22 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%