GeoWealth Management, LLC
Top Portfolio Positions
455 positions ·
$564,690,614 total
· as of Mar 31, 2026
| Ticker | Company | Shares | Value (USD) | % of Portfolio | Open |
|---|---|---|---|---|---|
| NVDA |
Nvidia Corp
Technology
|
159,266 | $27,775,990 | 4.92% | |
| AAPL |
Apple Inc.
Technology
|
84,826 | $21,527,990 | 3.81% | |
| MSFT |
Microsoft Corp
Technology
|
51,305 | $18,991,571 | 3.36% | |
| GOOGL |
Alphabet Inc.
Communication Services
|
56,440 | $16,229,886 | 2.87% | |
| AMZN |
Amazon Com Inc
Consumer Cyclical
|
71,084 | $14,804,664 | 2.62% | |
| SPY |
Spdr S&P 500 ETF Trust
|
21,941 | $14,269,109 | 2.53% | |
| META |
Meta Platforms, Inc.
Communication Services
|
22,868 | $13,083,468 | 2.32% | |
| JPM |
Jpmorgan Chase & Co
Financial Services
|
32,319 | $9,506,957 | 1.68% | |
| TSM |
Taiwan Semiconductor Manufacturing Co Ltd
Technology
|
22,359 | $7,556,224 | 1.34% | |
| WELL |
Welltower Inc.
Real Estate
|
38,059 | $7,524,644 | 1.33% |
Portfolio Trend
25 quarters · across all stocks
Holdings in PML
Shares Held
Position Value (USD)
3 quarters on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $835,569 | 110,379 | Shares | Other | 2026-05-13 | |
| 2025-12-31 | $667,229 | 88,492 | Shares | Other | 2026-02-17 | |
| 2025-09-30 | $318,883 | 40,314 | Shares | Other | 2025-11-13 | |
| No 13F history on record for this holder in this stock. | ||||||