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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 34 of 43  ·  853 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
661 RCL ROYAL CARIBBEAN GROUP Consumer Cyclical 935.0 $258K 0.01% +121.0 +14.9% $275.78 -7.9%
662 CRWD CROWDSTRIKE HLDGS INC Technology 660.0 $258K 0.01% +34.0 +5.4% $390.41 +66.0%
663 CACI CACI INTL INC Technology 473.0 $257K 0.01% -17.0 -3.5% $544.22 -9.9%
664 TOUS T ROWE PRICE ETF INC 7,408.0 $256K 0.01% +720.0 +10.8% $34.54 +8.7%
665 GSUS GOLDMAN SACHS ETF TR 2,819.0 $253K 0.01% -255.0 -8.3% $89.59 +14.3%
666 MMM 3M CO Industrials 1,731.0 $251K 0.01% +133.0 +8.3% $145.23 +4.4%
667 INGERSOLL RAND INC 3,133.0 $251K 0.01% +364.0 +13.2% $80.12
668 MRSK NORTHERN LIGHTS FD TR 7,082.0 $250K 0.01% -4K -38.2% $35.34 +7.7%
669 VGIT VANGUARD SCOTTSDALE FDS 4,197.0 $250K 0.01% +227.0 +5.7% $59.55 -1.3%
670 BUNGE GLOBAL SA 1,964.0 $250K 0.01% NEW $127.20
671 CBRE CBRE GROUP INC Real Estate 1,835.0 $249K 0.01% +91.0 +5.2% $135.48 -3.3%
672 SONY SONY GROUP CORP Technology 11,978.0 $248K 0.01% -11K -46.8% $20.70 +10.2%
673 QYLD GLOBAL X FDS 14,448.0 $248K 0.01% $17.15 +4.0%
674 CEG CONSTELLATION ENERGY CORP Utilities 884.0 $247K 0.01% -127.0 -12.6% $279.09 +2.4%
675 HOOD ROBINHOOD MKTS INC Financial Services 3,489.0 $242K 0.01% -382.0 -9.9% $69.28 +9.6%
676 LMUB ISHARES TR 4,838.0 $242K 0.01% NEW $49.92 +0.0%
677 SAN BANCO SANTANDER SA Financial Services 21,363.0 $241K 0.01% -1K -4.7% $11.28 +9.8%
678 AER AERCAP HOLDINGS NV Industrials 1,751.0 $240K 0.01% NEW $137.18 +1.7%
679 BR BROADRIDGE FINL SOLUTIONS IN Technology 1,459.0 $237K 0.01% +346.0 +31.1% $162.46 -7.7%
680 YUMC YUM CHINA HLDGS INC Consumer Cyclical 4,817.0 $235K 0.01% -54.0 -1.1% $48.78 -6.6%
Page 34 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%