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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 26 of 43  ·  853 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
501 BLACKROCK ETF TRUST 13,317.0 $428K 0.01% NEW $32.15
502 NU NU HLDGS LTD Financial Services 29,486.0 $424K 0.01% -20K -40.5% $14.37 -8.4%
503 KLAC KLA CORP Technology 286.0 $422K 0.01% -71.0 -19.9% $1474.45 +24.9%
504 STAG STAG INDUSTRIAL INC Real Estate 11,693.0 $422K 0.01% -200.0 -1.7% $36.06 +6.2%
505 SPOT SPOTIFY TECHNOLOGY S A Communication Services 867.0 $421K 0.01% -534.0 -38.1% $485.66 -10.8%
506 MBB ISHARES TR 4,419.0 $420K 0.01% -979.0 -18.1% $94.95 -1.1%
507 NRG NRG ENERGY INC Utilities 2,868.0 $419K 0.01% +733.0 +34.3% $146.22 -6.4%
508 VCRB VANGUARD MALVERN FDS 5,362.0 $415K 0.01% +405.0 +8.2% $77.38 -0.9%
509 SIL GLOBAL X FDS 4,591.0 $414K 0.01% -5K -50.5% $90.08 -0.8%
510 GIS GENERAL MILLS INC Consumer Defensive 11,104.0 $413K 0.01% -351.0 -3.1% $37.22 -10.1%
511 MTB M & T BK CORP Financial Services 1,996.0 $413K 0.01% -274.0 -12.1% $206.72 +2.7%
512 VNQ VANGUARD INDEX FDS 4,625.0 $410K 0.01% NEW $88.71 +9.0%
513 JGLO J P MORGAN EXCHANGE TRADED F 6,260.0 $409K 0.01% +278.0 +4.7% $65.27 +8.7%
514 JAVA J P MORGAN EXCHANGE TRADED F 5,664.0 $406K 0.01% +100.0 +1.8% $71.74 +6.3%
515 JGRO J P MORGAN EXCHANGE TRADED F 4,807.0 $406K 0.01% -1K -18.5% $84.52 +14.8%
516 SPTL SPDR SERIES TRUST 15,440.0 $406K 0.01% -8K -32.9% $26.30 -2.6%
517 IAU ISHARES GOLD TR Financial Services 4,570.0 $403K 0.01% -4K -48.4% $88.16 -3.1%
518 UPS UNITED PARCEL SVCS INC Industrials 4,064.0 $400K 0.01% +460.0 +12.8% $98.38 +0.5%
519 EXPE EXPEDIA GROUP INC Consumer Cyclical 1,730.0 $399K 0.01% +44.0 +2.6% $230.82 -5.5%
520 WSM WILLIAMS SONOMA INC Consumer Cyclical 2,186.0 $399K 0.01% +41.0 +1.9% $182.34 -1.1%
Page 26 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%