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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 38 of 43  ·  853 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
741 FGDL FRANKLIN TEMPLETON HOLDINGS Financial Services 3,011.0 $187K 0.01% -6K -66.7% $62.17 -2.5%
742 SRLN SSGA ACTIVE ETF TR 4,656.0 $187K 0.01% -91.0 -1.9% $40.14 +0.9%
743 CGGO CAPITAL GROUP GBL GROWTH EQT 5,594.0 $187K 0.01% -157.0 -2.7% $33.37 +18.4%
744 RL RALPH LAUREN CORP Consumer Cyclical 541.0 $186K 0.01% NEW $343.82 -4.2%
745 TWLO TWILIO INC Communication Services 1,471.0 $185K 0.01% NEW $125.98 +50.3%
746 UMC UNITED MICROELECTRONICS CORP Technology 20,326.0 $183K 0.01% +7K +47.5% $8.98 +95.5%
747 NKE NIKE INC Consumer Cyclical 3,444.0 $182K 0.01% +716.0 +26.2% $52.80 -15.9%
748 SCHQ SCHWAB STRATEGIC TR 5,684.0 $179K 0.01% -5K -44.6% $31.43 -2.6%
749 BALT INNOVATOR ETFS TRUST 5,285.0 $177K 0.01% NEW $33.46 +2.0%
750 ALB ALBEMARLE CORP Basic Materials 985.0 $177K 0.01% NEW $179.53 -5.4%
751 ZAP GLOBAL X FDS 5,327.0 $171K 0.01% NEW $32.16 +5.5%
752 NOK NOKIA CORP Technology 20,994.0 $169K 0.01% +10K +84.0% $8.04 +76.4%
753 CARZ FIRST TR EXCHANGE-TRADED FD 2,080.0 $168K 0.01% -6K -74.2% $80.82 +39.3%
754 NTAP NETAPP INC Technology 1,634.0 $167K 0.01% NEW $102.48 +21.0%
755 EMXC ISHARES INC 2,127.0 $167K 0.01% -1K -35.7% $78.64 +21.6%
756 WTFC WINTRUST FINL CORP Financial Services 1,198.0 $167K 0.01% NEW $139.02 +7.8%
757 CASY CASEYS GEN STORES INC Consumer Cyclical 225.0 $165K 0.01% NEW $733.12 +12.5%
758 VGLT VANGUARD SCOTTSDALE FDS 2,976.0 $165K 0.01% $55.35 -2.6%
759 IMO IMPERIAL OIL LTD Energy 1,257.0 $165K 0.01% NEW $130.93 +2.3%
760 SNOW SNOWFLAKE INC Technology 1,091.0 $165K 0.01% +280.0 +34.5% $150.82 +10.7%
Page 38 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%