Geowealth Management, LLC - Q12026 Holdings

Geowealth Management, LLC holds 853 stocks with a total portfolio value of $ 2.78B as of Q12026. In Q12026, Geowealth Management, LLC added 145 new positions, increased stakes in 394 stocks, reduced 300 holdings, and fully exited 61 positions. The largest holding is Ishares Tr (IUSB), representing 7.76% of the total portfolio.