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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 32 of 43  ·  853 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
621 EME EMCOR GROUP INC Industrials 388.0 $287K 0.01% -38.0 -8.9% $740.28 +14.7%
622 ASX ASE TECHNOLOGY HLDG CO LTD Technology 13,162.0 $285K 0.01% +1K +11.7% $21.68 +50.5%
623 CGDV CAPITAL GROUP DIVIDEND VALUE 6,705.0 $285K 0.01% -277.0 -4.0% $42.54 +12.6%
624 FLSP FRANKLIN TEMPLETON ETF TR 10,447.0 $284K 0.01% NEW $27.20 +0.0%
625 KBH KB HOME Consumer Cyclical 5,482.0 $284K 0.01% -3K -36.4% $51.75 -7.2%
626 DIHP DIMENSIONAL ETF TRUST 8,804.0 $284K 0.01% NEW $32.22 +5.9%
627 FTA FIRST TR EXCHANGE-TRADED ALP 3,067.0 $283K 0.01% -923.0 -23.1% $92.34 +1.9%
628 TDG TRANSDIGM GROUP INC Industrials 243.0 $282K 0.01% +9.0 +3.9% $1161.17 +3.2%
629 CGMU CAPITAL GRP FIXED INCM ETF T 10,381.0 $282K 0.01% -423.0 -3.9% $27.15 +0.2%
630 BBVA BANCO BILBAO VIZCAYA ARGENTA Financial Services 13,001.0 $282K 0.01% -6K -31.7% $21.66 +4.8%
631 HAL HALLIBURTON CO Energy 7,206.0 $281K 0.01% NEW $39.00 +7.6%
632 MRVL MARVELL TECHNOLOGY INC Technology 2,833.0 $281K 0.01% NEW $99.01 +92.6%
633 FTEC FIDELITY COVINGTON TRUST 1,343.0 $280K 0.01% +83.0 +6.6% $208.12 +31.4%
634 DISV DIMENSIONAL ETF TRUST 7,072.0 $279K 0.01% NEW $39.44 +7.0%
635 PGR PROGRESSIVE CORP Financial Services 1,404.0 $278K 0.01% -35.0 -2.4% $198.24 +2.2%
636 CZR CAESARS ENTERTAINMENT INC NE Consumer Cyclical 10,503.0 $278K 0.01% -1K -10.8% $26.43 +5.6%
637 AWK AMERICAN WTR WKS CO INC NEW Utilities 2,036.0 $277K 0.01% +79.0 +4.0% $136.22 -9.1%
638 BBY BEST BUY INC Consumer Cyclical 4,312.0 $277K 0.01% NEW $64.22 -4.8%
639 PSX PHILLIPS 66 Energy 1,515.0 $276K 0.01% +29.0 +1.9% $182.22 -1.6%
640 GPC GENUINE PARTS CO Consumer Cyclical 2,597.0 $275K 0.01% -80.0 -3.0% $105.75 -7.7%
Page 32 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%