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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 5 of 43  ·  853 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
81 XLV SELECT SECTOR SPDR TR 30,417.0 $4.5M 0.16% +1K +4.2% $146.61 +1.0%
82 MDT MEDTRONIC PLC Healthcare 51,461.0 $4.5M 0.16% +614.0 +1.2% $86.65 -9.8%
83 VGSH VANGUARD SCOTTSDALE FDS 75,630.0 $4.4M 0.16% +34K +81.0% $58.54 -0.5%
84 CB CHUBB LTD SWITZ Financial Services 13,311.0 $4.3M 0.16% +1K +9.8% $325.92 +1.3%
85 TMO THERMO FISHER SCIENTIFIC INC Healthcare 8,662.0 $4.3M 0.15% +1K +13.8% $491.60 -8.1%
86 AZN ASTRAZENECA PLC Healthcare 21,061.0 $4.2M 0.15% NEW $197.22 -3.8%
87 MU MICRON TECHNOLOGY INC Technology 12,131.0 $4.1M 0.15% +7K +131.8% $337.85 +125.6%
88 ESGU ISHARES TR 28,804.0 $4.1M 0.15% +561.0 +2.0% $141.42 +14.5%
89 BERKSHIRE HATHAWAY INC DEL 8,496.0 $4.1M 0.15% +333.0 +4.1% $479.17
90 SCHG SCHWAB STRATEGIC TR 138,152.0 $4.0M 0.14% -19K -12.1% $29.13 +17.7%
91 XLC SELECT SECTOR SPDR TR 35,766.0 $4.0M 0.14% +5K +15.5% $110.86 +4.7%
92 INTU INTUIT Technology 9,161.0 $4.0M 0.14% +1K +18.7% $432.37 -29.0%
93 PM PHILIP MORRIS INTL INC Consumer Defensive 23,875.0 $3.9M 0.14% +2K +11.2% $165.34 +14.1%
94 LLY ELI LILLY & CO Healthcare 4,267.0 $3.9M 0.14% -136.0 -3.1% $919.92 +13.2%
95 AOR ISHARES TR 59,175.0 $3.8M 0.14% $64.35 +6.7%
96 SPSM SPDR SERIES TRUST 78,536.0 $3.8M 0.14% +52K +193.1% $48.32 +9.7%
97 ESGD ISHARES TR 39,475.0 $3.8M 0.14% -5K -11.7% $95.62 +7.6%
98 JNJ JOHNSON & JOHNSON Healthcare 15,420.0 $3.8M 0.14% +2K +13.4% $244.46 -5.2%
99 BKNG BOOKING HOLDINGS INC Consumer Cyclical 892.0 $3.8M 0.14% +91.0 +11.4% $4208.53 -96.2%
100 SCHW SCHWAB CHARLES CORP Financial Services 39,698.0 $3.7M 0.13% +1K +3.3% $93.98 -4.1%
Page 5 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%