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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 23 of 43  ·  853 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
441 NUE NUCOR CORP Basic Materials 3,431.0 $580K 0.02% -453.0 -11.7% $169.13 +33.9%
442 DINO HF SINCLAIR CORP Energy 9,286.0 $579K 0.02% NEW $62.39 +9.6%
443 SR SPIRE INC Utilities 6,348.0 $575K 0.02% +32.0 +0.5% $90.54 -4.2%
444 PTLC PACER FDS TR 10,933.0 $574K 0.02% NEW $52.46 +10.1%
445 WY WEYERHAEUSER CO Real Estate 23,288.0 $569K 0.02% -4K -16.0% $24.43 -4.9%
446 XYL XYLEM INC Industrials 4,746.0 $567K 0.02% -878.0 -15.6% $119.50 -9.4%
447 QUS SPDR SERIES TRUST 3,301.0 $567K 0.02% -333.0 -9.2% $171.63 +7.7%
448 DUK DUKE ENERGY CORP NEW Utilities 4,272.0 $559K 0.02% +236.0 +5.8% $130.93 -4.8%
449 BAI BLACKROCK ETF TRUST 16,840.0 $555K 0.02% +3K +19.8% $32.95 +44.1%
450 JNK SPDR SERIES TRUST 5,796.0 $555K 0.02% +642.0 +12.5% $95.72 +0.5%
451 SMH VANECK ETF TRUST 1,444.0 $554K 0.02% +893.0 +162.1% $383.41 +48.0%
452 TGT TARGET CORP Consumer Defensive 4,568.0 $554K 0.02% NEW $121.20 +0.9%
453 EOG EOG RES INC Energy 3,810.0 $551K 0.02% -665.0 -14.9% $144.61 -3.2%
454 MPWR MONOLITHIC PWR SYS INC Technology 503.0 $550K 0.02% +281.0 +126.6% $1093.47 +42.8%
455 NTCT NETSCOUT SYS INC Technology 17,296.0 $550K 0.02% NEW $31.79 +24.1%
456 THRO BLACKROCK ETF TRUST 15,172.0 $550K 0.02% +2K +11.0% $36.22 +17.5%
457 IBB ISHARES TR 3,246.0 $548K 0.02% +2K +116.7% $168.92 +0.1%
458 LOW LOWES COS INC Consumer Cyclical 2,304.0 $544K 0.02% -259.0 -10.1% $236.28 -8.0%
459 VRTX VERTEX PHARMACEUTICALS INC Healthcare 1,207.0 $539K 0.02% +197.0 +19.5% $446.70 -3.6%
460 BSTP INNOVATOR ETFS TRUST 14,950.0 $538K 0.02% NEW $36.01 +8.3%
Page 23 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%