Geowealth Management, LLC - Q42025 Holdings

Geowealth Management, LLC holds 769 stocks with a total portfolio value of $ 2.71B as of Q42025. In Q42025, Geowealth Management, LLC added 69 new positions, increased stakes in 300 stocks, reduced 382 holdings, and fully exited 64 positions. The largest holding is Ishares Tr (IUSB), representing 7.86% of the total portfolio.