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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 33 of 43  ·  853 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
641 USFD US FOODS HLDG CORP Consumer Defensive 2,975.0 $274K 0.01% $92.25 -12.1%
642 AOS SMITH A O CORP Industrials 4,153.0 $274K 0.01% -688.0 -14.2% $65.94 -13.3%
643 KR KROGER CO Consumer Defensive 3,761.0 $272K 0.01% -2K -33.3% $72.35 -7.3%
644 MET METLIFE INC Financial Services 3,844.0 $272K 0.01% -399.0 -9.4% $70.72 +19.2%
645 CHRW C H ROBINSON WORLDWIDE IN Industrials 1,622.0 $270K 0.01% +1K +189.1% $166.22 +7.2%
646 SCHO SCHWAB STRATEGIC TR 11,108.0 $270K 0.01% +11K +8008.0% $24.27 -0.5%
647 BRX BRIXMOR PPTY GROUP INC Real Estate 9,355.0 $269K 0.01% +206.0 +2.2% $28.80 +7.2%
648 HAS HASBRO INC Consumer Cyclical 2,871.0 $269K 0.01% +75.0 +2.7% $93.60 -3.8%
649 JCI JOHNSON CONTROLS INTERNATION Industrials 2,051.0 $269K 0.01% +47.0 +2.4% $130.95 +3.5%
650 DFAT DIMENSIONAL ETF TRUST 4,297.0 $268K 0.01% $62.45 +6.5%
651 ORLY OREILLY AUTOMOTIVE INC Consumer Cyclical 2,903.0 $268K 0.01% +65.0 +2.3% $92.30 +0.0%
652 ICICI BANK LIMITED 10,345.0 $268K 0.01% -7K -39.9% $25.90
653 AMH AMERICAN HOMES 4 RENT Real Estate 9,557.0 $267K 0.01% -12K -56.5% $27.92 +15.0%
654 FIXD FIRST TR EXCHNG TRADED FD VI 6,116.0 $267K 0.01% -313.0 -4.9% $43.59 -0.8%
655 CVNA CARVANA CO Consumer Cyclical 845.0 $265K 0.01% +16.0 +1.9% $314.18 -79.5%
656 PRU PRUDENTIAL FINL INC Financial Services 2,708.0 $264K 0.01% -359.0 -11.7% $97.67 +5.7%
657 BLV VANGUARD BD INDEX FDS 3,843.0 $264K 0.01% -9K -70.3% $68.79 -1.7%
658 GTO INVESCO ACTIVELY MANAGED EXC 5,598.0 $262K 0.01% -737.0 -11.6% $46.83 -0.6%
659 JEMA J P MORGAN EXCHANGE TRADED F 5,035.0 $262K 0.01% -296.0 -5.5% $52.03 +17.1%
660 UBSI UNITED BANKSHARES INC WEST V Financial Services 6,227.0 $258K 0.01% NEW $41.42 +4.1%
Page 33 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%