Geometric Wealth Advisors Purchases and Sells in Q2 2025

Geometric Wealth Advisors

$614 Million
Q2 2025

Top Buys

Incresed Positions

34 operations

Stock	Shares change	Price Range	Shares Held	Trade History
DFAC	273K + 3.51%	$29.12 - $35.84 $7.94M - $9.77M	8.04M $288M
AVUS	137K + 54.82%	$81.38 - $100.82 $11.2M - $13.8M	388K $39.1M
MSFT	1.03K + 27.96%	$354.56 - $497.45 $366K - $514K	4.73K $2.35M
VTI	359 + 3.05%	$243.75 - $303.93 $87.5K - $109K	12.1K $3.68M
DFSD	8.56K + 75.71%	$47.09 - $48.01 $403K - $411K	19.9K $954K
BNDW	4.29K + 48.58%	$68.11 - $69.33 $292K - $297K	13.1K $908K

New Holdings

5 operations

Stock	Shares change	Price Range	Shares Held	Trade History
NFLX	438 New	$855.86 - $1339.13 $375K - $587K	438 $586K
NVDA	2.14K New	$94.31 - $157.99 $202K - $338K	2.14K $338K
IEFA	3.67K New	$67.83 - $84.09 $249K - $309K	3.67K $306K
VXF	1.35K New	$150.43 - $192.71 $203K - $261K	1.35K $260K
IWF	562 New	$320.42 - $424.58 $180K - $239K	562 $238K

Top Sells

Reduced Positions

21 operations

Stock	Shares change	Price Range	Shares Held	Trade History
DFAX	-935K - 11.79%	$23.37 - $29.39 $21.9M - $27.5M	7M $205M
VWO	-8.2K - 56.53%	$39.89 - $49.46 $327K - $406K	6.31K $311K
SPY	-968 - 18.1%	$496.48 - $617.85 $481K - $598K	4.38K $2.71M
XLV	-1.46K - 34.77%	$128.77 - $144.3 $188K - $211K	2.75K $369K
GOOG	-891 - 20.24%	$146.58 - $180.01 $131K - $160K	3.51K $622K
AMZN	-2K - 15.23%	$167.32 - $223.3 $334K - $445K	11.1K $2.44M

Activity Summary All Purchases 39 New Holdings 5 Increased Positions 34 All Sells 21 Reductions 21 Sold out 0 Calls 0 Puts 0

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