Stock Taper

GEOWEALTH MANAGEMENT, LLC

Latest 13F filing data - Q2 2026

Holdings

(Top positions)
STOCKTICKERSHARES HELD VALUE
Roku, Inc.ROKU4.32K$596.21K
Vertiv Holdings CoVRT4.28K$1.43M
Woori Financial Group Inc.WF4.25K$243.78K
Tower Semiconductor Ltd.TSEM4.18K$1.09M
Spire Inc.SR4.18K$326.1K
Eli Lilly and CompanyLLY4.15K$4.98M
Boyd Gaming CorporationBYD4.08K$360.13K
Citizens Financial Group, Inc.CFG4.07K$285.36K
CEMEX, S.A.B. de C.V.CX4.03K$48.31K
T. Rowe Price Group, Inc.TROW4K$454.65K
Northern Trust CorporationNTRS3.98K$692.54K
International Business Machines CorporationIBM3.9K$1.1M
OneMain Holdings, Inc.OMF3.89K$236.88K
IREN LimitedIREN3.81K$174.46K
Duke Energy CorporationDUK3.79K$480.39K
American Express CompanyAXP3.77K$1.28M
Pinnacle West Capital CorporationPNW3.73K$399.58K
Air Products and Chemicals, Inc.APD3.73K$1.09M
The Kroger Co.KR3.71K$205.83K
Otis Worldwide CorporationOTIS3.7K$264.92K