GeoWealth Management, LLC
Top Portfolio Positions
454 positions ·
$560,619,331 total
· as of Mar 31, 2026
| Ticker | Company | Shares | Value (USD) | % of Portfolio | Open |
|---|---|---|---|---|---|
| NVDA |
Nvidia Corp
Technology
|
159,266 | $27,775,990 | 4.95% | |
| AAPL |
Apple Inc.
Technology
|
84,826 | $21,527,990 | 3.84% | |
| MSFT |
Microsoft Corp
Technology
|
51,305 | $18,991,571 | 3.39% | |
| GOOGL |
Alphabet Inc.
Communication Services
|
56,440 | $16,229,886 | 2.89% | |
| AMZN |
Amazon Com Inc
Consumer Cyclical
|
71,084 | $14,804,664 | 2.64% | |
| SPY |
Spdr S&P 500 ETF Trust
|
21,941 | $14,269,109 | 2.55% | |
| META |
Meta Platforms, Inc.
Communication Services
|
22,868 | $13,083,468 | 2.33% | |
| JPM |
Jpmorgan Chase & Co
Financial Services
|
32,319 | $9,506,957 | 1.70% | |
| TSM |
Taiwan Semiconductor Manufacturing Co Ltd
Technology
|
22,359 | $7,556,224 | 1.35% | |
| WELL |
Welltower Inc.
Real Estate
|
38,059 | $7,524,644 | 1.34% |
Portfolio Trend
Holdings in UGP
Shares Held
Position Value (USD)
2 quarters on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $136,372 | 24,750 | Shares | Other | 2026-05-13 | |
| 2025-12-31 | $44,470 | 11,796 | Shares | Other | 2026-02-17 | |
| No 13F history on record for this holder in this stock. | ||||||