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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 37 of 43  ·  853 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
721 JPIE J P MORGAN EXCHANGE TRADED F 4,412.0 $203K 0.01% -1K -20.9% $46.07 -0.3%
722 MTUM ISHARES TR 847.0 $203K 0.01% +60.0 +7.6% $239.92 +25.9%
723 HBAN HUNTINGTON BANCSHARES INC Financial Services 12,948.0 $203K 0.01% +1K +12.0% $15.65 +1.3%
724 DASH DOORDASH INC Communication Services 1,335.0 $200K 0.01% +156.0 +13.2% $150.15 +6.1%
725 EMHC SPDR SERIES TRUST 8,073.0 $200K 0.01% -106.0 -1.3% $24.80 +0.6%
726 VSS VANGUARD INTL EQUITY INDEX F 1,374.0 $200K 0.01% NEW $145.69 +8.9%
727 SCHR SCHWAB STRATEGIC TR 8,013.0 $200K 0.01% +6K +388.6% $24.91 -1.3%
728 QSR RESTAURANT BRANDS INTL INC Consumer Cyclical 2,682.0 $198K 0.01% NEW $73.90 +3.6%
729 CTAS CINTAS CORP Industrials 1,168.0 $198K 0.01% +188.0 +19.2% $169.39 +1.8%
730 IWM ISHARES TR 798.0 $198K 0.01% $247.93 +13.9%
731 DSTL ETF SER SOLUTIONS 3,395.0 $197K 0.01% -77.0 -2.2% $57.89 +1.3%
732 MLN VANECK ETF TRUST 11,244.0 $196K 0.01% +360.0 +3.3% $17.44 -0.7%
733 JIVE J P MORGAN EXCHANGE TRADED F 2,283.0 $196K 0.01% +389.0 +20.5% $85.64 +7.9%
734 RFEM FIRST TR EXCH TRADED FD III 2,373.0 $195K 0.01% NEW $82.16 +12.4%
735 QXO QXO INC Industrials 9,956.0 $193K 0.01% +534.0 +5.7% $19.42 -11.3%
736 NOC NORTHROP GRUMMAN CORP Industrials 282.0 $192K 0.01% NEW $682.31 -19.2%
737 SNA SNAP ON INC Industrials 527.0 $192K 0.01% NEW $363.75 -1.0%
738 VTIP VANGUARD MALVERN FDS 3,825.0 $191K 0.01% -1K -23.8% $49.96 +0.6%
739 LEIDOS HOLDINGS INC 1,226.0 $191K 0.01% +16.0 +1.3% $155.59
740 VRSN VERISIGN INC Technology 767.0 $191K 0.01% NEW $248.49 +21.9%
Page 37 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%