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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 27 of 43  ·  853 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
521 BALL BALL CORP Consumer Cyclical 6,742.0 $399K 0.01% NEW $59.11 -4.7%
522 BLCR BLACKROCK ETF TRUST 9,694.0 $398K 0.01% NEW $41.06 +21.1%
523 VYM VANGUARD WHITEHALL FDS 2,671.0 $396K 0.01% -34K -92.7% $148.13 +6.2%
524 SKT TANGER INC Real Estate 11,571.0 $393K 0.01% $33.98 +4.9%
525 FMC FMC CORP Basic Materials 22,809.0 $393K 0.01% NEW $17.22 -24.4%
526 F FORD MTR CO Consumer Cyclical 34,026.0 $393K 0.01% +23K +215.2% $11.54 +18.5%
527 MDLZ MONDELEZ INTL INC Consumer Defensive 6,756.0 $389K 0.01% -169.0 -2.4% $57.64 +6.7%
528 BA BOEING CO Industrials 1,956.0 $389K 0.01% +221.0 +12.7% $199.03 +10.3%
529 GWW WW GRAINGER INC Industrials 356.0 $388K 0.01% +43.0 +13.7% $1090.81 +13.6%
530 KRG KITE REALTY GROUP TRUST Real Estate 15,702.0 $385K 0.01% -3K -13.8% $24.55 +9.5%
531 ROKU ROKU INC Communication Services 4,070.0 $385K 0.01% +2K +109.4% $94.62 +31.2%
532 DAL DELTA AIR LINES INC Industrials 5,778.0 $384K 0.01% +715.0 +14.1% $66.47 +13.8%
533 XLRE SELECT SECTOR SPDR TR 9,378.0 $383K 0.01% +2K +23.4% $40.82 +9.0%
534 TLH ISHARES TR 3,787.0 $381K 0.01% -787.0 -17.2% $100.73 -2.4%
535 CDNS CADENCE DESIGN SYSTEM INC Technology 1,369.0 $381K 0.01% +38.0 +2.9% $277.95 +29.0%
536 SMFG SUMITOMO MITSUI FIN GRP INC Financial Services 19,264.0 $380K 0.01% +5K +36.8% $19.75 +15.6%
537 FE FIRSTENERGY CORP Utilities 7,468.0 $378K 0.01% +4K +99.0% $50.66 -10.2%
538 IGM ISHARES TR 3,178.0 $377K 0.01% +1K +60.7% $118.54 +31.4%
539 TPR TAPESTRY INC Consumer Cyclical 2,668.0 $376K 0.01% -349.0 -11.6% $141.11 -3.8%
540 BALI BLACKROCK ETF TRUST 12,212.0 $376K 0.01% +88.0 +0.7% $30.81 +9.7%
Page 27 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%