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GeoWealth Management’s U.S. High Relative Profitability Portfolio ETF Class Shares DUHP Stock Holding History

GeoWealth Management’s Portfolio DUHP Stock Details DUHP Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$32.7M Buy
783,936
+22,499
+3% +$898K 1.03% 19
2026
Q1 		$28M Buy
761,437
+27,483
+4% +$1.05M 1.01% 18
2025
Q4 		$27.9M Buy
733,954
+12,119
+2% +$459K 1.03% 17
2025
Q3 		$27.3M Sell
721,835
-927
-0.1% -$34K 0.99% 18
2025
Q2 		$25.7M Buy
722,762
+671,212
+1,302% +$22.4M 1% 19
2025
Q1 		$1.71M Buy
51,550
+18,548
+56% +$637K 0.07% 173
2024
Q4 		$1.12M Buy
33,002
+12,226
+59% +$423K 0.04% 279
2024
Q3 		$708K Buy
20,776
+9,022
+77% +$295K 0.03% 387
2024
Q2 		$376K Buy
11,754
+7,179
+157% +$223K 0.02% 511
2024
Q1 		$145K Buy
+4,575
New +$137K 0.01% 740

Other funds holding DUHP

Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $80.9B AUM 26.08% 1-Year Est. Return
Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $97.6B AUM 29.43% 1-Year Est. Return
FFM
Forum Financial Management Lombard, Illinois $7.79B AUM 20.38% 1-Year Est. Return
PFA
Pure Financial Advisors San Diego, California $7.86B AUM 19.64% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return
AC
Apella Capital West Hartford, Connecticut $7.88B AUM 10.78% 1-Year Est. Return
FPAS
Focus Partners Advisor Solutions Saint Louis, Missouri $11.8B AUM 25.68% 1-Year Est. Return
AF
Allworth Financial Folsom, California $23.6B AUM 20.99% 1-Year Est. Return
TWA
TCI Wealth Advisors Tucson, Arizona $2.31B AUM 26.52% 1-Year Est. Return
FG
Foster Group West Des Moines, Iowa $3.76B AUM 21.29% 1-Year Est. Return

GeoWealth Management's DUHP Position: Q2 2026 in Review

GeoWealth Management increased its U.S. High Relative Profitability Portfolio ETF Class Shares (DUHP) stake by 3% in Q2 2026, buying an estimated $898K and bringing the position to 783,936 shares worth $32.7M. The position accounts for 1.03% of the portfolio, ranked #19.

GeoWealth Management first reported a position in DUHP in Q1 2024 and has held it in 10 quarters since. 561 funds tracked by Wall St. Rank hold DUHP as of Q2 2026.

  • GeoWealth Management held 783,936 shares of U.S. High Relative Profitability Portfolio ETF Class Shares worth $32.7M as of Q2 2026.
  • GeoWealth Management bought 22,499 U.S. High Relative Profitability Portfolio ETF Class Shares shares in Q2 2026, an estimated $898K.
  • U.S. High Relative Profitability Portfolio ETF Class Shares made up 1.03% of GeoWealth Management's portfolio in Q2 2026, its #19 holding.
  • GeoWealth Management first reported a position in U.S. High Relative Profitability Portfolio ETF Class Shares in Q1 2024 and has held it in 10 quarters since.
  • 561 funds tracked by Wall St. Rank held U.S. High Relative Profitability Portfolio ETF Class Shares as of Q2 2026.

Based on GeoWealth Management's 13F filing for Q2 2026, filed 30 Jul 2026.