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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 31 of 43  ·  853 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
601 LEN LENNAR CORP Consumer Cyclical 3,572.0 $310K 0.01% -662.0 -15.6% $86.84 +2.3%
602 CNH INDL N V 28,116.0 $309K 0.01% +5K +21.1% $11.00
603 CTA SIMPLIFY EXCHANGE TRADED FUN 10,225.0 $309K 0.01% NEW $30.22 +2.4%
604 CAG CONAGRA BRANDS INC Consumer Defensive 19,653.0 $309K 0.01% NEW $15.72 -14.9%
605 PFFD GLOBAL X FDS 16,681.0 $307K 0.01% -172.0 -1.0% $18.40 +2.2%
606 CUZ COUSINS PPTYS INC Real Estate 13,554.0 $306K 0.01% -129.0 -0.9% $22.57 +17.1%
607 SE SEA LTD Consumer Cyclical 3,686.0 $305K 0.01% -2K -33.5% $82.81 +5.4%
608 TROW PRICE T ROWE GROUP INC Financial Services 3,375.0 $304K 0.01% NEW $90.13 +13.0%
609 CGGE CAPITAL GROUP GLOBAL EQUITY 9,959.0 $304K 0.01% -324.0 -3.1% $30.50 +11.1%
610 COLLABORATIVE INVESTMNT SER 12,114.0 $303K 0.01% +845.0 +7.5% $25.04
611 DHR DANAHER CORP DEL Healthcare 1,577.0 $299K 0.01% +190.0 +13.7% $189.60 -8.6%
612 XYLD GLOBAL X FDS 7,616.0 $298K 0.01% -2K -21.8% $39.13 +3.1%
613 ADM ARCHER DANIELS MIDLAND CO Consumer Defensive 4,084.0 $297K 0.01% NEW $72.72 +6.1%
614 STIP ISHARES TR 2,860.0 $296K 0.01% NEW $103.43 -0.1%
615 DTCR GLOBAL X FDS 12,341.0 $296K 0.01% +74.0 +0.6% $23.96 +27.5%
616 SCHF SCHWAB STRATEGIC TR 11,863.0 $294K 0.01% NEW $24.75 +10.5%
617 CHD CHURCH & DWIGHT CO INC Consumer Defensive 3,119.0 $291K 0.01% -34.0 -1.1% $93.32 +2.5%
618 CGHM CAPITAL GRP FIXED INCM ETF T 11,489.0 $291K 0.01% -599.0 -5.0% $25.32 +0.4%
619 TVAL T ROWE PRICE ETF INC 8,012.0 $290K 0.01% +683.0 +9.3% $36.18 +11.4%
620 SCHX SCHWAB STRATEGIC TR 11,305.0 $290K 0.01% +263.0 +2.4% $25.64 +13.9%
Page 31 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%