Javascript is disabled or is not supported by your browser. Please upgrade your browser or enable Javascript to navigate the interface properly.

GeoWealth Management

Latest statistics and disclosures from GeoWealth Management's latest quarterly 13F-HR filing:

Top 5 stock holdings are IUSB, VOO, DFAC, VV, VTI, and represent 30.87% of GeoWealth Management's stock portfolio.
Added to shares of these 10 stocks: IUSB (+$20M), SPY (+$8.5M), EMB (+$7.3M), Blackrock Etf Trust (+$6.3M), DFCF (+$5.6M), META (+$5.1M), CEMB (+$5.0M), FLTR (+$5.0M), MSFT, AMZN.
Started 67 new stock positions in DECU, SCHQ, ARKW, IOO, NLR, ONLN, CGDV, JANU, IXN, FLTR.
Reduced shares in these 10 stocks: VOO (-$21M), TDSC (-$20M), CLSM (-$19M), TDSB (-$7.1M), MGK (-$6.2M), VV (-$6.2M), VXF (-$5.4M), SPDW (-$5.3M), AFIF, IGOV.
Sold out of its positions in AGNC, AES, AVAV, AFRM, A, OCTW, SEPW, MARW, SIXO, AKAM.
GeoWealth Management was a net buyer of stock by $36M.
GeoWealth Management has $2.7B in assets under management (AUM), dropping by 6.99%.
Central Index Key (CIK): 0001593387

Tip: Access up to 7 years of quarterly data

Positions held by GeoWealth Management consolidated in one spreadsheet with up to 7 years of data

Download as csv

Download as Excel

Portfolio Holdings for GeoWealth Management

GeoWealth Management holds 764 positions in its portfolio as reported in the September 2025 quarterly 13F filing

GeoWealth Management has 764 total positions. Only the first 250 positions are shown.

Sign up to view all of the GeoWealth Management Sept. 30, 2025 positions
Download the GeoWealth Management September 2025 csv data

Company (Ticker)	Portfolio Weight	Valued At	Change in Shares	Share Count	Share Price
Ishares Tr Core Total Usd (IUSB)	7.8	$214M	+10%	4.6M	46.71	View chart
Vanguard Index Fds S&p 500 Etf Shs (VOO)	7.2	$198M	-9%	324k	612.37	View chart
Dimensional Etf Trust Us Core Equity 2 (DFAC)	6.7	$182M		4.7M	38.57	View chart
Vanguard Index Fds Large Cap Etf (VV)	5.1	$139M	-4%	451k	307.86	View chart
Vanguard Index Fds Total Stk Mkt (VTI)	4.1	$112M		342k	328.17	View chart
Spdr Index Shs Fds Portfolio Devlpd (SPDW)	3.4	$92M	-5%	2.1M	42.79	View chart
Vanguard Mun Bd Fds Tax Exempt Bd (VTEB)	2.8	$76M	-4%	1.5M	50.07	View chart
Dimensional Etf Trust World Ex Us Core (DFAX)	2.7	$75M	-2%	2.4M	31.38	View chart
Dimensional Etf Trust Core Fixed Incom (DFCF)	1.9	$51M	+12%	1.2M	42.76	View chart
Ishares Tr Core Intl Aggr (IAGG)	1.9	$51M	-3%	993k	51.23	View chart
Vanguard Index Fds Extend Mkt Etf (VXF)	1.6	$45M	-10%	215k	209.34	View chart
Vanguard Star Fds Vg Tl Intl Stk F (VXUS)	1.6	$43M	-3%	590k	73.46	View chart
Pimco Etf Tr Multisector Bd (PYLD)	1.5	$42M	+7%	1.6M	26.84	View chart
Dimensional Etf Trust Natl Mun Bd Etf (DFNM)	1.5	$42M		865k	47.98	View chart
Spdr Index Shs Fds Portfolio Emg Mk (SPEM)	1.2	$34M	-5%	715k	46.81	View chart
Northern Lts Fd Tr Iv Main Sectr Rotn (SECT)	1.2	$33M	+3%	529k	63.02	View chart
NVIDIA Corporation (NVDA)	1.1	$29M	+2%	156k	186.58	View chart
Dimensional Etf Trust Us High Profitab (DUHP)	1.0	$27M		722k	37.77	View chart
Blackrock Etf Trust Ishares Us Equit (DYNF)	1.0	$27M	+9%	457k	59.20	View chart
Microsoft Corporation (MSFT)	1.0	$27M	+21%	52k	517.96	View chart
Vanguard Index Fds Mid Cap Etf (VO)	0.9	$24M	-2%	81k	293.74	View chart
Vanguard Charlotte Fds Total Int Bd Etf (BNDX)	0.8	$22M	+8%	444k	49.46	View chart
Apple (AAPL)	0.8	$21M		84k	254.63	View chart
Meta Platforms Cl A (META)	0.6	$17M	+41%	24k	734.39	View chart
Amazon (AMZN)	0.6	$17M	+36%	78k	219.57	View chart
Alphabet Cap Stk Cl A (GOOGL)	0.6	$17M	+36%	69k	243.10	View chart
Spdr S&p 500 Etf Tr Tr Unit (SPY)	0.6	$17M	+105%	25k	666.20	View chart
Exchange Listed Fds Tr Etc Cabana Targt (TDSC)	0.6	$16M	-55%	644k	25.21	View chart
Goldman Sachs Etf Tr Activebeta Us Lg (GSLC)	0.6	$16M	-15%	122k	130.28	View chart
Exchange Listed Fds Tr Etc Cabana Targt (CLSM)	0.6	$16M	-54%	679k	23.03	View chart
Select Sector Spdr Tr Technology (XLK)	0.5	$15M		52k	281.86	View chart
Dimensional Etf Trust Global Ex Us Cor (DFGX)	0.5	$14M	+12%	267k	53.96	View chart
Pimco Etf Tr Active Bd Etf (BOND)	0.5	$13M		141k	93.35	View chart
Ishares Tr Core S&p500 Etf (IVV)	0.5	$13M	+27%	19k	669.43	View chart
Vanguard Index Fds Small Cp Etf (VB)	0.4	$12M		49k	254.28	View chart
Dimensional Etf Trust Intl Core Equity (DFIC)	0.4	$11M		349k	32.79	View chart
JPMorgan Chase & Co. (JPM)	0.4	$11M	+27%	34k	315.44	View chart
Ishares Tr Esg Msci Leadr (SUSL)	0.4	$10M	-8%	87k	117.04	View chart
Invesco Exch Traded Fd Tr Ii Nasdaq 100 Etf (QQQM)	0.4	$9.8M	+8%	40k	247.13	View chart
Dimensional Etf Trust Global Core Plus (DFGP)	0.4	$9.6M	+9%	173k	55.57	View chart
Strategic Trust Running Gwth Etf (RUNN)	0.3	$8.6M	+2%	252k	34.27	View chart
Welltower Inc Com reit (WELL)	0.3	$8.4M	+2%	47k	178.14	View chart
Dimensional Etf Trust Intl Core Eqt Mk (DFAI)	0.3	$8.4M	+2%	231k	36.35	View chart
Ishares Tr S&p 500 Grwt Etf (IVW)	0.3	$8.1M	+46%	67k	120.72	View chart
Mastercard Incorporated Cl A (MA)	0.3	$7.9M	+26%	14k	568.83	View chart
Ishares Tr Jpmorgan Usd Emg (EMB)	0.3	$7.7M	+1605%	81k	95.19	View chart
Select Sector Spdr Tr Financial (XLF)	0.3	$7.6M	+47%	141k	53.87	View chart
Vanguard Intl Equity Index F Tt Wrld St Etf (VT)	0.3	$7.5M	-10%	54k	137.80	View chart
Broadcom (AVGO)	0.3	$7.4M	+17%	22k	329.92	View chart
Invesco Exch Traded Fd Tr Ii S&p 500 Momntm (SPMO)	0.3	$7.1M	+16%	59k	121.06	View chart
Vanguard Index Fds Sm Cp Val Etf (VBR)	0.3	$7.1M	-2%	34k	208.71	View chart
Oracle Corporation (ORCL)	0.3	$7.1M	+16%	25k	281.24	View chart
Exchange Listed Fds Tr Etc Cabana Targt (TDSB)	0.2	$6.8M	-50%	291k	23.33	View chart
Pimco Etf Tr Muni Income Opp (MINO)	0.2	$6.7M	+3%	148k	45.31	View chart
Alphabet Cap Stk Cl C (GOOG)	0.2	$6.7M	+15%	28k	243.56	View chart
Ishares Tr Core 80/20 Aggre (AOA)	0.2	$6.4M	-14%	73k	88.14	View chart
Dimensional Etf Trust Global Real Est (DFGR)	0.2	$6.4M	+12%	235k	27.31	View chart
Blackrock Etf Trust Dynamic Eqty Act	0.2	$6.3M	NEW	251k	25.31	View chart
Ishares Tr Msci Usa Qlt Fct (QUAL)	0.2	$6.3M	+16%	33k	194.50	View chart
Visa Com Cl A (V)	0.2	$6.3M	+22%	19k	341.41	View chart
Ishares Tr Core S&p Ttl Stk (ITOT)	0.2	$6.1M	-5%	42k	145.65	View chart
Ishares Tr Esg Aw Msci Eafe (ESGD)	0.2	$6.0M	-5%	65k	92.98	View chart
Ishares Tr 0-5yr Hi Yl Cp (SHYG)	0.2	$5.8M	+195%	134k	43.30	View chart
Ishares Tr Us Sml Cap Eqt (SMLF)	0.2	$5.8M	-7%	77k	74.35	View chart
Schwab Strategic Tr Us Lcap Gr Etf (SCHG)	0.2	$5.5M	+137%	173k	31.91	View chart
Ishares Tr Core Msci Total (IXUS)	0.2	$5.4M	-25%	66k	82.58	View chart
Ishares Tr Core Msci Eafe (IEFA)	0.2	$5.4M	+79%	62k	87.31	View chart
Taiwan Semiconductor Mfg Sponsored Ads (TSM)	0.2	$5.3M	+64%	19k	279.29	View chart
TJX Companies (TJX)	0.2	$5.1M	+16%	35k	144.54	View chart
salesforce (CRM)	0.2	$5.1M	+33%	22k	237.01	View chart
Wal-Mart Stores (WMT)	0.2	$5.1M	+10%	49k	103.06	View chart
Prologis (PLD)	0.2	$5.0M		44k	114.52	View chart
Ishares Jp Mrg Em Crp Bd (CEMB)	0.2	$5.0M	NEW	108k	46.22	View chart
Vaneck Etf Trust Ig Floating Rate (FLTR)	0.2	$5.0M	NEW	196k	25.57	View chart
Medtronic SHS (MDT)	0.2	$4.9M	+60%	52k	95.24	View chart
Spdr Series Trust Portfolio S&p400 (SPMD)	0.2	$4.7M	+10%	83k	57.19	View chart
Ishares Tr Core Us Aggbd Et (AGG)	0.2	$4.7M	+94%	47k	100.25	View chart
Spdr Gold Tr Gold Shs (GLD)	0.2	$4.7M	+3%	13k	355.46	View chart
Goldman Sachs Etf Tr Activebeta Int (GSIE)	0.2	$4.6M	-3%	111k	41.11	View chart
Blackrock Etf Trust Us Carbon Trans (LCTU)	0.2	$4.6M	+5%	63k	72.58	View chart
Vanguard Whitehall Fds High Div Yld (VYM)	0.2	$4.5M	+8%	32k	140.95	View chart
Ishares Tr S&p 500 Val Etf (IVE)	0.2	$4.4M	+107%	21k	206.51	View chart
Select Sector Spdr Tr Communication (XLC)	0.2	$4.3M	-10%	36k	118.37	View chart
Tesla Motors (TSLA)	0.2	$4.2M		9.5k	444.75	View chart
Ishares Tr 20 Yr Tr Bd Etf (TLT)	0.2	$4.2M	+22%	47k	89.37	View chart
Booking Holdings (BKNG)	0.2	$4.2M	+87%	769.00	5399.75	View chart
Select Sector Spdr Tr Sbi Cons Discr (XLY)	0.2	$4.1M	+3%	17k	239.64	View chart
Zacks Trust Earngs Constant (ZECP)	0.2	$4.1M	+182%	123k	33.62	View chart
Ishares Tr Msci Emg Mkt Etf (EEM)	0.2	$4.1M	NEW	77k	53.40	View chart
Spdr Series Trust Portfolio S&p500 (SPLG)	0.1	$4.1M	-20%	52k	78.34	View chart
Texas Instruments Incorporated (TXN)	0.1	$4.1M	+33%	22k	183.74	View chart
Berkshire Hathaway Inc Del Cl B New (BRK.B)	0.1	$4.0M	+69%	7.9k	502.74	View chart
Ishares U S Etf Tr U.s. Tech Indepd (IETC)	0.1	$4.0M	-21%	39k	101.93	View chart
Simon Property (SPG)	0.1	$4.0M	-4%	21k	187.67	View chart
Select Sector Spdr Tr Sbi Healthcare (XLV)	0.1	$3.9M	-5%	28k	139.17	View chart
Ishares Esg Awr Msci Em (ESGE)	0.1	$3.9M		91k	43.42	View chart
Ishares Tr Esg Awr Msci Usa (ESGU)	0.1	$3.9M	+38%	27k	145.60	View chart
Pepsi (PEP)	0.1	$3.8M	+34%	27k	140.44	View chart
Equinix (EQIX)	0.1	$3.8M	-3%	4.9k	783.24	View chart
Thermo Fisher Scientific (TMO)	0.1	$3.8M	+25%	7.8k	484.98	View chart
Abbvie (ABBV)	0.1	$3.8M	-2%	16k	231.53	View chart
American Centy Etf Tr Avantis Emgmkt (AVEM)	0.1	$3.8M	+4%	50k	75.11	View chart
Charles Schwab Corporation (SCHW)	0.1	$3.7M	+163%	39k	95.47	View chart
Qualcomm (QCOM)	0.1	$3.7M	+34%	22k	166.36	View chart
Ishares Tr TRS FLT RT BD (TFLO)	0.1	$3.6M	-45%	71k	50.59	View chart
Chubb (CB)	0.1	$3.5M	+22%	12k	282.26	View chart
Ishares Tr Core 60/40 Balan (AOR)	0.1	$3.5M	-28%	54k	64.38	View chart
Ishares Tr Gbl Comm Svc Etf (IXP)	0.1	$3.5M	+82%	28k	123.59	View chart
Ishares Tr Eafe Value Etf (EFV)	0.1	$3.5M	+20%	51k	67.83	View chart
Metropcs Communications (TMUS)	0.1	$3.4M	+23%	14k	239.38	View chart
Ssga Active Tr Spdr Ssga Us Sct (XLSR)	0.1	$3.3M	-4%	56k	59.61	View chart
Ishares Core Msci Emkt (IEMG)	0.1	$3.3M	+98%	51k	65.92	View chart
J P Morgan Exchange Traded F Sustainable Muni (JMSI)	0.1	$3.3M	+4%	66k	50.22	View chart
Ishares Tr S&p 100 Etf (OEF)	0.1	$3.3M	+396%	10k	332.90	View chart
Philip Morris International (PM)	0.1	$3.3M	+131%	20k	162.20	View chart
Eli Lilly & Co. (LLY)	0.1	$3.3M		4.3k	762.91	View chart
Ishares Tr Esg Msci Kld 400 (DSI)	0.1	$3.3M	+8%	26k	125.95	View chart
Bank of America Corporation (BAC)	0.1	$3.2M	+17%	61k	51.59	View chart
Janus Detroit Str Tr Hendrson Aaa Cl (JAAA)	0.1	$3.2M	-15%	62k	50.78	View chart
Ishares Tr Global Tech Etf (IXN)	0.1	$3.1M	NEW	30k	103.21	View chart
Bank of New York Mellon Corporation (BK)	0.1	$3.1M	+248%	29k	108.96	View chart
Two Rds Shared Tr Affinity World (WLDR)	0.1	$3.0M		81k	37.07	View chart
Barclays Adr (BCS)	0.1	$3.0M	+51%	144k	20.67	View chart
Digital Realty Trust (DLR)	0.1	$3.0M	+2%	17k	172.88	View chart
Pimco Etf Tr Inv Grd Crp Bd (CORP)	0.1	$2.9M	-13%	30k	98.62	View chart
Vanguard World Mega Cap Index (MGC)	0.1	$2.9M	-20%	12k	244.09	View chart
S&p Global (SPGI)	0.1	$2.9M	+148%	5.9k	486.71	View chart
Ishares Tr Esg Awre Usd Etf (SUSC)	0.1	$2.8M	+18%	119k	23.56	View chart
Ishares Tr Pfd And Incm Sec (PFF)	0.1	$2.8M	+1953%	89k	31.62	View chart
Applied Materials (AMAT)	0.1	$2.8M	+105%	14k	204.75	View chart
Wells Fargo & Company (WFC)	0.1	$2.8M	+106%	33k	83.82	View chart
Ishares U S Etf Tr Short Duration B (NEAR)	0.1	$2.7M	-8%	53k	51.28	View chart
Advisors Inner Circle Fd Iii Rayliant Quantit (RAYD)	0.1	$2.7M	-2%	71k	37.80	View chart
Ishares Tr 10-20 Yr Trs Etf (TLH)	0.1	$2.7M	+71%	26k	102.99	View chart
Dimensional Etf Trust Emgr Cre Eqt Mng (DFAE)	0.1	$2.7M		85k	31.53	View chart
Select Sector Spdr Tr Indl (XLI)	0.1	$2.7M	+19%	17k	154.22	View chart
Johnson & Johnson (JNJ)	0.1	$2.7M	+4%	14k	185.42	View chart
Dimensional Etf Trust Us Core Equity 1 (DCOR)	0.1	$2.6M	+96%	37k	71.94	View chart
Ishares Tr Esg Msci Usa Etf (USXF)	0.1	$2.6M	-14%	46k	57.31	View chart
Ishares Tr Mbs Etf (MBB)	0.1	$2.6M	+329%	27k	95.16	View chart
Ishares Tr Esg Adv Ttl Usd (EUSB)	0.1	$2.6M	-18%	59k	43.92	View chart
Schwab Strategic Tr Us Brd Mkt Etf (SCHB)	0.1	$2.6M		100k	25.71	View chart
Pimco Etf Tr Enhan Shrt Ma Ac (MINT)	0.1	$2.5M	-60%	25k	100.69	View chart
Palantir Technologies Cl A (PLTR)	0.1	$2.4M		13k	182.43	View chart
Ishares Tr Core S&p Mcp Etf (IJH)	0.1	$2.4M	+474%	37k	65.26	View chart
Vici Pptys (VICI)	0.1	$2.4M		74k	32.61	View chart
Ishares Tr Russell 3000 Etf (IWV)	0.1	$2.4M	+3%	6.3k	378.94	View chart
Iron Mountain (IRM)	0.1	$2.4M		23k	101.94	View chart
Goldman Sachs Etf Tr Activebeta Eme (GEM)	0.1	$2.4M	-6%	58k	40.73	View chart
Ishares Tr Rus Top 200 Etf (IWL)	0.1	$2.4M		14k	166.10	View chart
Realty Income (O)	0.1	$2.3M		38k	60.79	View chart
J P Morgan Exchange Traded F Betabuildrs Us (BBUS)	0.1	$2.3M	-12%	19k	120.66	View chart
American Tower Reit (AMT)	0.1	$2.3M	-5%	12k	192.32	View chart
Invesco Exchange Traded Fd T S&p Mdcp Quality (XMHQ)	0.1	$2.3M	-4%	22k	104.96	View chart
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)	0.1	$2.3M	+149%	38k	59.92	View chart
Raytheon Technologies Corp (RTX)	0.1	$2.3M	+18%	14k	167.31	View chart
Netflix (NFLX)	0.1	$2.2M	-23%	1.9k	1198.65	View chart
Exxon Mobil Corporation (XOM)	0.1	$2.2M	+57%	20k	112.75	View chart
Etfs Gold Tr Physcl Gold Shs (SGOL)	0.1	$2.2M	-13%	60k	36.81	View chart
Blackrock Etf Trust Ii Ishares Flexible (BINC)	0.1	$2.2M	+441%	42k	53.24	View chart
Vanguard Bd Index Fds Vanguard Ultra (VUSB)	0.1	$2.2M		44k	49.99	View chart
Two Rds Shared Tr Anfield Us Equ (AESR)	0.1	$2.2M	-8%	106k	20.58	View chart
Select Sector Spdr Tr Sbi Cons Stpls (XLP)	0.1	$2.2M		28k	78.37	View chart
Two Rds Shared Tr Anfield Unvl Etf (AFIF)	0.1	$2.2M	-69%	230k	9.39	View chart
Themes Etf Tr Global Systemica (GSIB)	0.1	$2.1M	+8%	44k	48.18	View chart
Host Hotels & Resorts (HST)	0.1	$2.1M	+9%	125k	17.02	View chart
Ishares Tr Core Msci Euro (IEUR)	0.1	$2.1M	+137%	31k	68.12	View chart
Ishares Tr Msci Usa Mmentm (MTUM)	0.1	$2.1M	+659%	8.2k	256.48	View chart
McKesson Corporation (MCK)	0.1	$2.1M	-14%	2.7k	772.78	View chart
Vanguard Index Fds Growth Etf (VUG)	0.1	$2.1M	+225%	4.4k	479.59	View chart
Intuit (INTU)	0.1	$2.1M		3.1k	683.04	View chart
Ishares Tr Esg Awr Us Agrgt (EAGG)	0.1	$2.1M	+3%	43k	48.03	View chart
Northern Lts Fd Tr Iv Main Thematc In (TMAT)	0.1	$2.0M		76k	27.07	View chart
Ishares Tr Msci China Etf (MCHI)	0.1	$2.0M	NEW	30k	65.85	View chart
Servicenow (NOW)	0.1	$2.0M	+3%	2.2k	920.28	View chart
Cisco Systems (CSCO)	0.1	$2.0M	+4%	29k	68.42	View chart
Public Storage (PSA)	0.1	$1.9M	-3%	6.5k	288.85	View chart
Iqvia Holdings (IQV)	0.1	$1.9M	+120%	9.8k	189.94	View chart
Boston Properties (BXP)	0.1	$1.9M	+4%	25k	74.34	View chart
Zacks Trust Small/mid Cap (SMIZ)	0.1	$1.8M	+193%	49k	37.35	View chart
Spdr Series Trust Portfolio Short (SPSB)	0.1	$1.8M		60k	30.29	View chart
Ark Etf Tr Next Gnrtn Inter (ARKW)	0.1	$1.8M	NEW	10k	174.61	View chart
Applovin Corp Com Cl A (APP)	0.1	$1.8M	-15%	2.5k	718.66	View chart
Nushares Etf Tr Nuveen Esg Smlcp (NUSC)	0.1	$1.8M	-12%	40k	44.10	View chart
Blackrock Etf Trust Ishares A I Inno (BAI)	0.1	$1.8M	+624%	52k	34.16	View chart
Autodesk (ADSK)	0.1	$1.8M	+66%	5.5k	317.67	View chart
Deutsche Bank A G Namen Akt (DB)	0.1	$1.8M	+114%	50k	35.41	View chart
AvalonBay Communities (AVB)	0.1	$1.8M		9.1k	193.17	View chart
Pimco Etf Tr Enhncd Lw Dur Ac (LDUR)	0.1	$1.7M	-2%	18k	96.14	View chart
Ishares Gold Tr Ishares New (IAU)	0.1	$1.7M	+129%	24k	72.77	View chart
Amphenol Corp Cl A (APH)	0.1	$1.7M	+196%	14k	123.75	View chart
Walt Disney Company (DIS)	0.1	$1.7M	+114%	15k	114.49	View chart
Extra Space Storage (EXR)	0.1	$1.7M	+16%	12k	140.94	View chart
Pimco Etf Tr Mtg Bkd Secs Act (PMBS)	0.1	$1.7M	+73%	35k	49.66	View chart
Ge Aerospace Com New (GE)	0.1	$1.7M	+2%	5.7k	300.83	View chart
Blackrock Etf Trust Ishares Us Thema (THRO)	0.1	$1.7M	+178%	45k	37.86	View chart
Two Rds Shared Tr Regents Pk Hdgd (RPHS)	0.1	$1.7M	-31%	153k	11.08	View chart
Crown Castle Intl (CCI)	0.1	$1.7M	+22%	18k	96.49	View chart
Moody's Corporation (MCO)	0.1	$1.7M	-2%	3.5k	476.65	View chart
Spdr Series Trust Portfoli S&p1500 (SPTM)	0.1	$1.6M	-5%	20k	80.65	View chart
Proshares Tr Pshs Ultra Qqq (QLD)	0.1	$1.6M	-2%	12k	137.20	View chart
Anthem (ELV)	0.1	$1.6M	+199%	5.0k	323.14	View chart
Astrazeneca Sponsored Adr (AZN)	0.1	$1.6M		21k	76.72	View chart
UnitedHealth (UNH)	0.1	$1.6M	-39%	4.6k	345.31	View chart
Hartford Financial Services (HIG)	0.1	$1.6M	-12%	12k	133.40	View chart
Ishares Msci Sth Kor Etf (EWY)	0.1	$1.6M	+6%	20k	80.10	View chart
Chevron Corporation (CVX)	0.1	$1.6M	+11%	10k	155.31	View chart
Ishares Tr Iboxx Hi Yd Etf (HYG)	0.1	$1.6M	+51%	19k	81.19	View chart
Sap Se Spon Adr (SAP)	0.1	$1.6M	+64%	5.9k	267.21	View chart
Proshares Tr Pshs Ult S&p 500 (SSO)	0.1	$1.6M	-2%	14k	112.13	View chart
Spdr Series Trust Bloomberg 1-3 Mo (BIL)	0.1	$1.5M	+345%	17k	91.76	View chart
Abbott Laboratories (ABT)	0.1	$1.5M		12k	133.95	View chart
Analog Devices (ADI)	0.1	$1.5M	+149%	6.3k	245.70	View chart
Ishares Tr Global 100 Etf (IOO)	0.1	$1.5M	NEW	13k	120.01	View chart
BorgWarner (BWA)	0.1	$1.5M	NEW	35k	43.96	View chart
Essex Property Trust (ESS)	0.1	$1.5M	+8%	5.7k	267.66	View chart
Becton, Dickinson and (BDX)	0.1	$1.5M	+344%	8.1k	187.17	View chart
Comcast Corp Cl A (CMCSA)	0.1	$1.5M	+295%	48k	31.42	View chart
Vanguard Scottsdale Fds Mtg-bkd Secs Etf (VMBS)	0.1	$1.5M	+592%	32k	46.96	View chart
Adobe Systems Incorporated (ADBE)	0.1	$1.5M	+52%	4.3k	352.75	View chart
Uber Technologies (UBER)	0.1	$1.5M		15k	97.97	View chart
Blackrock Etf Trust Disciplined Vola	0.1	$1.5M	NEW	60k	25.00	View chart
Vanguard Bd Index Fds Total Bnd Mrkt (BND)	0.1	$1.5M	-4%	20k	74.37	View chart
Spdr Series Trust Portfolio S&p600 (SPSM)	0.1	$1.5M	+53%	32k	46.32	View chart
Starbucks Corporation (SBUX)	0.1	$1.5M	+134%	17k	84.60	View chart
General Dynamics Corporation (GD)	0.1	$1.5M	+147%	4.3k	340.95	View chart
Two Rds Shared Tr Anfield Dynamic (ADFI)	0.1	$1.5M	-7%	170k	8.60	View chart
First Tr Exchng Traded Fd Vi Innovation Lead (ILDR)	0.1	$1.5M	NEW	45k	32.39	View chart
Sherwin-Williams Company (SHW)	0.1	$1.5M	-3%	4.2k	346.26	View chart
Accenture Plc Ireland Shs Class A (ACN)	0.1	$1.4M	-3%	5.9k	246.61	View chart
Ishares Tr Rus Tp200 Gr Etf (IWY)	0.1	$1.4M	+3%	5.3k	273.68	View chart
Pacer Fds Tr Lunt Lrgcp Multi (PALC)	0.1	$1.4M	-7%	28k	51.77	View chart
Sanofi Sa Sponsored Adr (SNY)	0.1	$1.4M	+43%	30k	47.20	View chart
Schwab Strategic Tr Emrg Mkteq Etf (SCHE)	0.1	$1.4M	+1237%	42k	33.37	View chart
American Express Company (AXP)	0.1	$1.4M		4.2k	332.20	View chart
Curtiss-Wright (CW)	0.1	$1.4M	+15%	2.6k	542.98	View chart
Diageo Spon Adr New (DEO)	0.1	$1.4M	+65%	15k	95.43	View chart
Home Depot (HD)	0.1	$1.4M	+7%	3.4k	405.23	View chart
Dollar General (DG)	0.1	$1.4M	+55%	13k	103.35	View chart
Spdr Series Trust S&p Metals Mng (XME)	0.0	$1.4M	NEW	15k	93.19	View chart
Nrg Energy Com New (NRG)	0.0	$1.4M	+246%	8.4k	161.95	View chart
Vanguard Index Fds Value Etf (VTV)	0.0	$1.3M	+259%	7.2k	186.48	View chart
Cummins (CMI)	0.0	$1.3M	+4%	3.2k	422.41	View chart
Spdr Series Trust Aerospace Def (XAR)	0.0	$1.3M	+172%	5.7k	234.91	View chart
Novartis Sponsored Adr (NVS)	0.0	$1.3M	+221%	10k	128.24	View chart
Select Sector Spdr Tr Sbi Int-utils (XLU)	0.0	$1.3M	+31%	15k	87.21	View chart
First Tr Exchng Traded Fd Vi Smith Unconstrai (UCON)	0.0	$1.3M	NEW	51k	25.19	View chart
Spdr Series Trust Portfolio Intrmd (SPIB)	0.0	$1.3M	+182%	38k	33.89	View chart
Kilroy Realty Corporation (KRC)	0.0	$1.3M	+13%	30k	42.25	View chart
Procter & Gamble Company (PG)	0.0	$1.3M		8.3k	153.66	View chart

Past Filings by GeoWealth Management

SEC 13F filings are viewable for GeoWealth Management going back to 2019

GeoWealth Management 2025 Q3 filed Nov. 13, 2025
GeoWealth Management 2025 Q2 filed Aug. 13, 2025
GeoWealth Management 2025 Q1 filed May 9, 2025
GeoWealth Management 2024 Q4 filed Feb. 13, 2025
GeoWealth Management 2024 Q3 filed Nov. 12, 2024
GeoWealth Management 2024 Q2 filed Aug. 12, 2024
GeoWealth Management 2024 Q1 filed May 15, 2024
GeoWealth Management 2024 Q1 restated filed May 15, 2024
GeoWealth Management 2023 Q3 filed Nov. 13, 2023
GeoWealth Management 2023 Q2 filed Aug. 10, 2023
GeoWealth Management 2023 Q2 restated filed Aug. 10, 2023
GeoWealth Management 2023 Q1 filed May 12, 2023
GeoWealth Management 2022 Q4 filed Feb. 13, 2023
GeoWealth Management 2022 Q3 filed Nov. 14, 2022
GeoWealth Management 2022 Q2 filed Aug. 12, 2022
GeoWealth Management 2022 Q1 filed May 13, 2022

View all past filings

Disclaimers: stockzoa.com is not operated by a broker, a dealer, or a registered investment adviser. Under no circumstances does any information posted on stockzoa.com represent a recommendation to purchase or sell a stock. The information on this site is not intended to be, nor does it constitute, investment advice or recommendations. The information on this site is in no way guaranteed for completeness, accuracy or in any other way. In no event shall stockzoa.com be liable to any member, guest or third party for any damages of any kind arising out of the use of any content available on stockzoa.com, or relating to the use of, or inability to use, stockzoa.com or any content, including, without limitation, any investment losses, lost profits, lost opportunity, special, incidental, indirect, consequential or punitive damages. Past performance is a poor indicator of future performance.

Fund Directory: 1-9 A B C D E F G H I J K L M N O P Q R S T U V W X-Z