GeoWealth Management, LLC Q3 2025 Filing

Filed November 13, 2025

Portfolio Value

$2.7B

Holdings

764

Report Date

Q3 2025

Filing Type

13F-HR

All Holdings (764 positions)

StockValue
RDVYFIRST TR EXCHANGE TRADED FD
$621K
GLWCORNING INC
$617K
GWXSPDR INDEX SHS FDS
$606K
TFCTRUIST FINL CORP
$604K
INGING GROEP N.V.
$604K
IGEBISHARES TR
$589K
NADNUVEEN QUALITY MUNCP INCOME
$588K
SHOPSHOPIFY INC
$587K
FCAFIRST TR EXCH TRD ALPHDX FD
$587K
DEDEERE & CO
$587K
AFLAFLAC INC
$586K
WYWEYERHAEUSER CO MTN BE
$586K
VNOVORNADO RLTY TR
$586K
CUZCOUSINS PPTYS INC
$583K
SPYGSPDR SERIES TRUST
$579K
DUKDUKE ENERGY CORP NEW
$579K
HSYHERSHEY CO
$577K
GLPIGAMING & LEISURE PPTYS INC
$577K
MUMICRON TECHNOLOGY INC
$574K
VRTVERTIV HOLDINGS CO
$570K
NGGNATIONAL GRID PLC
$569K
CARRCARRIER GLOBAL CORPORATION
$566K
BSVVANGUARD BD INDEX FDS
$558K
KMIKINDER MORGAN INC DEL
$556K
CARYANGEL OAK FUNDS TRUST
$553K
GILDGILEAD SCIENCES INC
$551K
AJGGALLAGHER ARTHUR J & CO
$550K
IGMISHARES TR
$549K
SRSPIRE INC
$543K
WDCWESTERN DIGITAL CORP
$543K
NUENUCOR CORP
$540K
CDNSCADENCE DESIGN SYSTEM INC
$539K
JGROJ P MORGAN EXCHANGE TRADED F
$538K
ELSEQUITY LIFESTYLE PPTYS INC
$535K
CATCATERPILLAR INC
$534K
AWCAMERICAN WTR WKS CO INC NEW
$534K
ITA*ISHARES TR
$532K
BSXBOSTON SCIENTIFIC CORP
$531K
XNEAXNUVEEN AMT FREE QLTY MUN INC
$523K
MUFGMITSUBISHI UFJ FINL GROUP IN
$523K
FISRSSGA ACTIVE TR
$521K
MUBISHARES TR
$519K
LENLENNAR CORP
$514K
GEVGE VERNOVA INC
$514K
NUNU HLDGS LTD
$511K
TDIVFIRST TR EXCHANGE TRADED FD
$508K
CLSCELESTICA INC
$507K
ANGLVANECK ETF TRUST
$505K
TTTRANE TECHNOLOGIES PLC
$503K
ANETARISTA NETWORKS INC
$503K
GISGENERAL MLS INC
$503K
MAAMID-AMER APT CMNTYS INC
$500K
WPCWP CAREY INC
$496K
ZTSZOETIS INC
$491K
BMYBRISTOL-MYERS SQUIBB CO
$491K
PHMPULTE GROUP INC
$489K
INTCINTEL CORP
$487K
NBISNEBIUS GROUP N.V.
$486K
MOALTRIA GROUP INC
$484K
RINGISHARES INC
$484K
DFSVDIMENSIONAL ETF TRUST
$479K
KHPIMANAGED PORTFOLIO SERIES
$476K
XLRESELECT SECTOR SPDR TR
$474K
OMFSINVESCO EXCH TRD SLF IDX FD
$472K
BBARRICK MNG CORP
$468K
EOGEOG RES INC
$467K
HRHEALTHCARE RLTY TR
$467K
ACMAECOM
$459K
TELTE CONNECTIVITY PLC
$455K
STAGSTAG INDL INC
$455K
IBBQINVESCO EXCH TRADED FD TR II
$451K
BGLDFIRST TR EXCHANGE-TRADED FD
$451K
HWMHOWMET AEROSPACE INC
$448K
SOSOUTHERN CO
$444K
ONLNPROSHARES TR
$441K
ILMNILLUMINA INC
$437K
SONYSONY GROUP CORP
$432K
WSMWILLIAMS SONOMA INC
$425K
LYGLLOYDS BANKING GROUP PLC
$425K
VSTVISTRA CORP
$422K
IBNICICI BANK LIMITED
$419K
EEMAISHARES INC
$419K
MDLZMONDELEZ INTL INC
$415K
ADCAGREE RLTY CORP
$415K
KRKROGER CO
$415K
JGLOJ P MORGAN EXCHANGE TRADED F
$413K
METMETLIFE INC
$409K
MRSKNORTHERN LIGHTS FD TR
$409K
FNDFSCHWAB STRATEGIC TR
$409K
SPHQINVESCO EXCHANGE TRADED FD T
$408K
OMFLINVESCO EXCH TRD SLF IDX FD
$406K
FGDLFRANKLIN TEMPLETON HOLDINGS
$405K
JJACOBS SOLUTIONS INC
$403K
KLACKLA CORP
$400K
JAVAJ P MORGAN EXCHANGE TRADED F
$399K
EXPEEXPEDIA GROUP INC
$399K
VRTXVERTEX PHARMACEUTICALS INC
$399K
VPLVANGUARD INTL EQUITY INDEX F
$398K
AEPAMERICAN ELEC PWR CO INC
$397K
SPYVSPDR SERIES TRUST
$396K
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