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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 24 of 43  ·  853 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
461 ADP AUTOMATIC DATA PROCESSING IN Industrials 2,642.0 $537K 0.02% -1K -28.7% $203.22 +8.3%
462 GLD SPDR GOLD TR Financial Services 1,237.0 $532K 0.02% +175.0 +16.5% $430.15 -3.1%
463 LMBS FIRST TR EXCHANGE-TRADED FD 10,611.0 $529K 0.02% +629.0 +6.3% $49.81 -0.4%
464 TT TRANE TECHNOLOGIES PLC Industrials 1,267.0 $528K 0.02% +68.0 +5.7% $416.74 +8.4%
465 FANG DIAMONDBACK ENERGY INC Energy 2,669.0 $528K 0.02% -69.0 -2.5% $197.82 +1.6%
466 GFI GOLD FIELDS LTD Basic Materials 11,567.0 $525K 0.02% NEW $45.40 -11.7%
467 LYG LLOYDS BANKING GROUP PLC Financial Services 102,725.0 $517K 0.02% +8K +8.2% $5.03 +7.6%
468 FNDF SCHWAB STRATEGIC TR 10,558.0 $517K 0.02% -648.0 -5.8% $48.93 +9.6%
469 SPMO INVESCO EXCH TRADED FD TR II 4,604.0 $516K 0.02% -19K -80.3% $112.10 +29.1%
470 QLTA ISHARES TR 10,783.0 $513K 0.02% +706.0 +7.0% $47.59 -0.8%
471 CME CME GROUP INC Financial Services 1,718.0 $508K 0.02% +408.0 +31.1% $295.52 -2.1%
472 CARY ANGEL OAK FUNDS TRUST 24,232.0 $503K 0.02% +652.0 +2.8% $20.77 -0.0%
473 TRV TRAVELERS COMPANIES INC Financial Services 1,721.0 $502K 0.02% NEW $291.69 +5.2%
474 FFIV F5 INC Technology 1,723.0 $498K 0.02% NEW $289.12 +32.7%
475 CVS CVS HEALTH CORP Healthcare 6,909.0 $496K 0.02% +3K +65.0% $71.82 +29.9%
476 MANAGED PORTFOLIO SERIES 20,350.0 $493K 0.02% +3K +19.8% $24.21
477 MSI MOTOROLA SOLUTIONS INC Technology 1,127.0 $489K 0.02% -382.0 -25.3% $434.03 -7.8%
478 SHG SHINHAN FINANCIAL GROUP CO L Financial Services 7,926.0 $486K 0.02% -658.0 -7.7% $61.32 +4.7%
479 SPTS SPDR SERIES TRUST 16,577.0 $484K 0.02% -12K -41.1% $29.18 -0.6%
480 LHX L3HARRIS TECHNOLOGIES INC Industrials 1,398.0 $483K 0.02% -95.0 -6.4% $345.16 -11.2%
Page 24 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%