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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 25 of 43  ·  853 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
481 LST MANAGED PORTFOLIO SERIES 11,905.0 $482K 0.02% NEW $40.45 +11.7%
482 ADC AGREE RLTY CORP Real Estate 6,298.0 $475K 0.02% -1K -14.8% $75.38 +0.4%
483 SO SOUTHERN CO Utilities 4,865.0 $470K 0.02% +535.0 +12.4% $96.53 -3.0%
484 BSX BOSTON SCIENTIFIC CORP Healthcare 7,429.0 $466K 0.02% +2K +34.6% $62.76 -8.9%
485 MAA MID-AMER APT CMNTYS INC Real Estate 3,792.0 $463K 0.02% +210.0 +5.9% $122.18 +6.4%
486 VEEV VEEVA SYS INC Healthcare 2,634.0 $463K 0.02% +573.0 +27.8% $175.67 -6.1%
487 MUB ISHARES TR 4,341.0 $461K 0.02% -588.0 -11.9% $106.15 -0.1%
488 TEL TE CONNECTIVITY PLC Technology 2,186.0 $457K 0.02% +131.0 +6.4% $208.96 -3.6%
489 SNN SMITH & NEPHEW PLC Healthcare 14,217.0 $452K 0.02% +4K +36.4% $31.78 -2.4%
490 TDIV FIRST TR EXCHANGE TRADED FD 4,799.0 $449K 0.02% -441.0 -8.4% $93.65 +20.8%
491 SHOP SHOPIFY INC Technology 3,765.0 $447K 0.02% -2K -37.3% $118.63 -11.5%
492 FN FABRINET Technology 854.0 $446K 0.02% +418.0 +95.9% $521.85 +34.8%
493 WPC WP CAREY INC Real Estate 6,511.0 $443K 0.02% -436.0 -6.3% $67.97 +10.4%
494 RDVY FIRST TR EXCHANGE TRADED FD 6,459.0 $441K 0.02% -2K -19.0% $68.29 +9.5%
495 NEE NEXTERA ENERGY INC Utilities 4,729.0 $439K 0.02% +2K +50.1% $92.89 -3.4%
496 HR HEALTHCARE RLTY TR Real Estate 25,710.0 $437K 0.02% -4K -14.0% $16.99 +19.8%
497 AJG GALLAGHER ARTHUR J & CO Financial Services 2,009.0 $435K 0.02% +265.0 +15.2% $216.65 -4.3%
498 BABA ALIBABA GROUP HLDG LTD Consumer Cyclical 3,440.0 $432K 0.02% +234.0 +7.3% $125.46 +4.8%
499 AUSF GLOBAL X FDS 8,918.0 $431K 0.02% -997.0 -10.1% $48.35 +1.6%
500 SHLD GLOBAL X FDS 6,051.0 $429K 0.01% +833.0 +16.0% $70.85 -9.1%
Page 25 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%