Geowealth Management, LLC - Q22026 Holdings

Geowealth Management, LLC holds 881 stocks with a total portfolio value of $ 3.18B as of Q22026. In Q22026, Geowealth Management, LLC added 113 new positions, increased stakes in 431 stocks, reduced 325 holdings, and fully exited 85 positions. The largest holding is Vanguard Index Fds (VOO), representing 7.72% of the total portfolio.