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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 28 of 43  ·  853 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
541 UNP UNION PAC CORP Industrials 1,538.0 $373K 0.01% +93.0 +6.4% $242.62 +9.6%
542 AFLG FIRST TR EXCHNG TRADED FD VI 9,633.0 $372K 0.01% +914.0 +10.5% $38.58 +12.2%
543 AOK ISHARES TR 9,243.0 $369K 0.01% +537.0 +6.2% $39.89 +3.1%
544 PHM PULTE GROUP INC Consumer Cyclical 3,126.0 $368K 0.01% -378.0 -10.8% $117.58 -1.1%
545 AOM ISHARES TR 7,743.0 $367K 0.01% -488.0 -5.9% $47.37 +4.1%
546 PTIN PACER FDS TR 11,261.0 $366K 0.01% NEW $32.52 +10.9%
547 XAR SPDR SERIES TRUST 1,442.0 $366K 0.01% -720.0 -33.3% $253.95 +4.9%
548 NWE NORTHWESTERN ENERGY GROUP IN Utilities 5,528.0 $364K 0.01% NEW $65.94 +8.9%
549 WEC WEC ENERGY GROUP INC Utilities 3,148.0 $364K 0.01% +51.0 +1.6% $115.76 -4.4%
550 VNO VORNADO RLTY TR Real Estate 14,003.0 $364K 0.01% -382.0 -2.7% $25.99 +21.6%
551 ROST ROSS STORES INC Consumer Cyclical 1,679.0 $364K 0.01% NEW $216.60 -1.8%
552 TCAF T ROWE PRICE ETF INC 10,131.0 $361K 0.01% +412.0 +4.2% $35.59 +13.4%
553 TOTL SSGA ACTIVE ETF TR 9,029.0 $359K 0.01% NEW $39.73 -1.1%
554 BWA BORGWARNER INC Consumer Cyclical 6,573.0 $357K 0.01% -8K -53.7% $54.26 +17.1%
555 CTVA CORTEVA INC Basic Materials 4,233.0 $354K 0.01% -1K -21.5% $83.74 -5.6%
556 MRSH MARSH & MCLENNAN COS INC Financial Services 2,036.0 $353K 0.01% +430.0 +26.8% $173.57 -4.9%
557 IWP ISHARES TR 2,756.0 $353K 0.01% +81.0 +3.0% $128.13 +7.6%
558 BMO BANK MONTREAL MEDIUM Financial Services 2,603.0 $352K 0.01% NEW $135.34 +18.0%
559 MAR MARRIOTT INTL INC NEW Consumer Cyclical 1,073.0 $351K 0.01% +163.0 +17.9% $327.38 +13.2%
560 FTGC FIRST TR EXCHANGE TRAD FD VI 12,187.0 $350K 0.01% +3K +28.0% $28.71 +2.6%
Page 28 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%