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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 8 of 43  ·  853 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
141 BAC BANK AMERICA CORP Financial Services 48,857.0 $2.4M 0.09% -13K -20.7% $48.75 +5.6%
142 JMSI J P MORGAN EXCHANGE TRADED F 47,678.0 $2.4M 0.09% -4K -8.4% $49.75 +0.1%
143 HST HOST HOTELS & RESORTS INC Real Estate 123,144.0 $2.4M 0.09% -7K -5.1% $19.16 +17.0%
144 IWV ISHARES TR 6,299.0 $2.3M 0.08% $370.68 +13.5%
145 RWLC ADVISORS INNER CIRCLE FD III 73,237.0 $2.3M 0.08% +4K +5.6% $31.86 +15.1%
146 LDUR PIMCO ETF TR 24,270.0 $2.3M 0.08% +8K +47.0% $95.83 -0.4%
147 BIL SPDR SERIES TRUST 25,232.0 $2.3M 0.08% +18K +237.2% $91.65 -0.1%
148 IRM IRON MTN INC DEL Real Estate 22,144.0 $2.3M 0.08% +2K +8.6% $102.14 +24.7%
149 SGOL ETFS GOLD TR Financial Services 50,405.0 $2.2M 0.08% +42K +497.7% $44.62 -3.1%
150 SPGI S&P GLOBAL INC Financial Services 5,267.0 $2.2M 0.08% -251.0 -4.5% $425.30 -1.9%
151 AMT AMERICAN TOWER CORP Real Estate 12,889.0 $2.2M 0.08% -2K -11.1% $172.58 +6.5%
152 XLP SELECT SECTOR SPDR TR 26,580.0 $2.2M 0.08% -1K -4.2% $81.98 +3.3%
153 VEA VANGUARD TAX-MANAGED FDS 33,990.0 $2.2M 0.08% $64.08 +10.3%
154 LVHI LEGG MASON ETF INVT 53,691.0 $2.2M 0.08% +11K +24.4% $40.54 +2.7%
155 HDV ISHARES TR 15,860.0 $2.2M 0.08% NEW $135.71 -79.6%
156 CVX CHEVRON CORPORATION Energy 10,102.0 $2.1M 0.07% +855.0 +9.2% $206.90 -7.7%
157 CAH CARDINAL HEALTH INC Healthcare 9,889.0 $2.1M 0.07% -467.0 -4.5% $211.33 -5.1%
158 O REALTY INCOME CORP Real Estate 33,416.0 $2.0M 0.07% +311.0 +0.9% $61.18 +1.7%
159 IWL ISHARES TR 12,452.0 $2.0M 0.07% -1K -10.4% $160.48 +15.1%
160 CMI CUMMINS INC Industrials 3,667.0 $2.0M 0.07% +609.0 +19.9% $537.93 +18.7%
Page 8 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%