GM
ESUM

GeoWealth Management’s Eventide US Market ETF ESUM Stock Holding History

GeoWealth Management’s Portfolio ESUM Stock Details ESUM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$157 Hold
6
– – ﹤0.01% 849
2025
Q4 		$162 Hold
6
– – ﹤0.01% 765
2025
Q3 		$163 Hold
6
– – ﹤0.01% 759
2025
Q2 		$156 Buy
+6
New +$145 ﹤0.01% 1195

Other funds holding ESUM

CW
CreativeOne Wealth Overland Park, Kansas $4.31B AUM 19.42% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
SEM
Strategic Equity Management Tucson, Arizona $266M AUM 20.85% 1-Year Est. Return
OCFG
O'Connor Financial Group Quincy, Illinois $283M AUM 18.18% 1-Year Est. Return
MI
Moneywise Inc Forest, Virginia $229M AUM 19.21% 1-Year Est. Return
LWAM
Legacy Wealth Asset Management Woodbury, Minnesota $456M AUM 35.19% 1-Year Est. Return
PFG
PAX Financial Group San Antonio, Texas $586M AUM 15.84% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
GWM
Geneos Wealth Management Englewood, Colorado $4.31B AUM 18.36% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return

GeoWealth Management's ESUM Position: Q1 2026 in Review

GeoWealth Management held its Eventide US Market ETF (ESUM) position steady in Q1 2026 at 6 shares worth $157. The position accounts for ﹤0.01% of the portfolio, ranked #849.

GeoWealth Management first reported a position in ESUM in Q2 2025 and has held it in 4 quarters since. The position peaked at $163 in Q3 2025. 38 funds tracked by Wall St. Rank hold ESUM as of Q1 2026.

  • GeoWealth Management held 6 shares of Eventide US Market ETF worth $157 as of Q1 2026.
  • GeoWealth Management left its Eventide US Market ETF share count unchanged in Q1 2026.
  • Eventide US Market ETF made up ﹤0.01% of GeoWealth Management's portfolio in Q1 2026, its #849 holding.
  • GeoWealth Management first reported a position in Eventide US Market ETF in Q2 2025 and has held it in 4 quarters since.
  • GeoWealth Management's Eventide US Market ETF position peaked at $163 in Q3 2025.
  • 38 funds tracked by Wall St. Rank held Eventide US Market ETF as of Q1 2026.

Based on GeoWealth Management's 13F filing for Q1 2026, filed 13 May 2026.