Geo Wealth Management, LLC Purchases in Q1 2025

Geo Wealth Management, LLC

  • $2.33 Billion
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
SCHD
Schwab Strategic Tr Us Dividen

ETFs
519K
+ 558409.69%
$27.01 - $28.54 $14M - $14.8M
519K $14.5M
SPHQ
Invesco Exchange Traded Fd Tr

ETFs
176K
+ 287.01%
$65.27 - $71.18 $11.5M - $12.5M
237K $15.7M
EFAV
Ishares Msci Eafe Min Vol Fact

ETFs
133K
New
$69.81 - $78.9 $9.31M - $10.5M
133K $10.4M
LGLV
Spdr Ssga Us Large Cap Low Vol

ETFs
45.4K
+ 147.08%
$162.48 - $175.37 $7.37M - $7.95M
76.2K $13.3M
BOND
Pimco Active Bond Exchange Tra

ETFs
77.5K
+ 51.6%
$89.27 - $92.9 $6.92M - $7.2M
228K $21M
STPZ
Pimco ETF Tr 1 5 Yr Us Tips In

ETFs
100K
+ 5059.26%
$52.31 - $54.02 $5.24M - $5.41M
102K $5.52M
TIPX
Spdr Bloomberg 1 10 Year Tips

ETFs
244K
+ 434.4%
$18.46 - $19.19 $4.5M - $4.68M
300K $5.76M
PNQI
Invesco Nasdaq Internet ETF

ETFs
96.5K
New
$43.72 - $51.15 $4.22M - $4.94M
96.5K $4.26M
GCOW
Pacer Fds Tr Global Cash Cows

ETFs
106K
New
$33.63 - $37.64 $3.57M - $3.99M
106K $3.92M
LVHI
Franklin International Low Vol

ETFs
118K
+ 15368.97%
$30.53 - $32.85 $3.6M - $3.87M
119K $3.84M
BND
Vanguard Bd Index Fd Inc Total

ETFs
35.6K
+ 202.79%
$71.17 - $73.66 $2.54M - $2.62M
53.2K $3.91M
AFIF
Two Rds Shared Tr

ETFs
250K
+ 4558.57%
$9.15 - $9.25 $2.29M - $2.31M
256K $2.35M
MTUM
Ishares Msci Usa Momentum Fact

ETFs
11.6K
+ 23.95%
$196.12 - $229.48 $2.27M - $2.65M
59.8K $12.1M
AESR
Two Rds Shared Tranfield Us Eq

ETFs
120K
+ 194146.77%
$16.08 - $18.37 $1.94M - $2.21M
120K $1.99M
DFCF
Dimensional ETF Tr Core Fxd In

ETFs
25.3K
+ 2.13%
$40.79 - $42.32 $1.03M - $1.07M
1.22M $51.1M
BTAL
Agf Invts Tr Agfiq Us Mkt Neut

ETFs
90.6K
New
$17.67 - $20.85 $1.6M - $1.89M
90.6K $1.89M
VEA
Vanguard Ftse Developed Market

ETFs
35K
+ 293.21%
$47.4 - $52.99 $1.66M - $1.85M
46.9K $2.39M
IAK
Ishares Tr

ETFs
12.7K
+ 632900.0%
$121.85 - $137.9 $1.54M - $1.75M
12.7K $1.74M
ADFI
Two Rds Shared Tr Anfield Dyna

ETFs
190K
+ 380748.0%
$8.25 - $8.59 $1.57M - $1.64M
190K $1.62M
RPHS
Two Rds Shared Tr Regents Pk H

ETFs
164K
+ 213.97%
$9.75 - $10.52 $1.6M - $1.72M
240K $2.34M
CAH
Cardinal Health Inc

Healthcare
10.7K
+ 246.14%
$118.02 - $137.77 $1.26M - $1.48M
15.1K $2.08M
WELL
Welltower Inc.

Real Estate
1.91K
+ 4.2%
$124.05 - $156.86 $237K - $299K
47.4K $7.26M
SPLG
Spdr Portfolio S&P 500 ETF (Ma

ETFs
23.5K
+ 60.34%
$64.88 - $72.1 $1.53M - $1.7M
62.6K $4.11M
SHYG
Ishares 0 5 Year High Yield CO

ETFs
31.2K
+ 916.44%
$42.38 - $43.28 $1.32M - $1.35M
34.6K $1.47M
USXF
Ishares Esg Advanced Msci Usa

Technology
28.2K
+ 153.7%
$46.38 - $52.65 $1.31M - $1.48M
46.5K $2.17M
SGOL
Abrdn Gold ETF Trust

ETFs
33.7K
+ 68.56%
$25.14 - $29.82 $847K - $1M
82.8K $2.47M
VGIT
Vanguard Intermediate Term Tre

ETFs
20.1K
+ 362.99%
$57.44 - $59.4 $1.15M - $1.19M
25.6K $1.52M
GPI
Group 1 Automotive Inc

Consumer Cyclical
3.01K
+ 33411.11%
$375.96 - $484.08 $1.13M - $1.46M
3.02K $1.15M
FXU
First Tr Exchange Traded Fd Ut

ETFs
26.2K
+ 130.2%
$37.42 - $41.14 $981K - $1.08M
46.4K $1.9M
VTIP
Vanguard Sht Trm Inflt Prot Fd

ETFs
22.2K
+ 178.43%
$48.43 - $49.9 $1.08M - $1.11M
34.7K $1.73M
FTNT
Fortinet, Inc.

Technology
11.4K
+ 484.92%
$92.49 - $114.57 $1.05M - $1.3M
13.7K $1.32M
LCTU
Blackrock ETF Tr Us Carbon Tra

ETFs
19.2K
+ 109.04%
$59.79 - $67.15 $1.15M - $1.29M
36.8K $2.23M
CB
Chubb LTD

Financial Services
2.56K
+ 20.66%
$257.71 - $301.99 $660K - $774K
15K $4.52M
CIBR
First Tr Fd Ii Nasdaq Cybersec

ETFs
17.3K
New
$62.72 - $71.92 $1.08M - $1.24M
17.3K $1.09M
DBP
Invesco Db Precious Metals Fund

ETFs
15.2K
New
$61.03 - $71.45 $925K - $1.08M
15.2K $1.08M
FTC
First Tr Lge Cap Growth

ETFs
7.29K
New
$127.87 - $148.89 $933K - $1.09M
7.29K $958K
MINT
Pimco ETF Tr Enhanced Sht Matu

ETFs
9.38K
+ 19.31%
$100.32 - $100.76 $941K - $945K
58K $5.83M
EINC
Vaneck ETF Tr Vaneck Energy In

ETFs
8.68K
+ 61.46%
$93.33 - $103.96 $810K - $903K
22.8K $2.28M
ICVT
Ishares Tr Convertible Bond Et

ETFs
11K
+ 2014.63%
$83.18 - $89.27 $917K - $984K
11.6K $967K
DSI
Ishares Msci Kld 400 Social Et

ETFs
9.9K
+ 65.2%
$101.98 - $115.66 $1.01M - $1.15M
25.1K $2.57M
ESGU
Ishares Trust Ishares Esg Awar

ETFs
7.59K
+ 162.47%
$120.24 - $134.3 $913K - $1.02M
12.3K $1.49M
VNQ
Vanguard Specialized Funds Van

ETFs
9.27K
+ 2256.45%
$85.55 - $94.34 $793K - $875K
9.69K $876K
QGRO
American Centy ETF Tr Stoxx Us

ETFs
8.6K
+ 53775.0%
$91.68 - $109.93 $789K - $946K
8.62K $807K
GDX
Vaneck ETF Tr Gold Miners ETF

ETFs
15.3K
+ 225.62%
$34.58 - $45.97 $528K - $702K
22.1K $1.01M
HWM
Howmet Aerospace Inc.

Industrials
5.83K
+ 498.04%
$110.79 - $139.39 $646K - $813K
7K $908K
SUSC
Ishares Tr Esg Aware Usd Corpo

ETFs
32.9K
+ 87.07%
$22.42 - $23.22 $738K - $765K
70.8K $1.63M
IVW
Ishares S&P 500 Growth ETF

ETFs
11.6K
+ 29.46%
$92.45 - $106.69 $1.07M - $1.24M
50.9K $4.72M
EAGG
Ishares Esg Aware U.S. Aggrega

ETFs
15K
+ 94.55%
$45.92 - $47.58 $688K - $713K
30.8K $1.46M
PPC
Pilgrims Pride Corp

Consumer Defensive
13.2K
New
$44.52 - $55.93 $587K - $738K
13.2K $718K
Activity Summary
Buys All Purchases 370 New Holdings 57 Increased Positions 313 Sells All Sells 675 Reductions 674 Sold out 1 Options Calls 0 Puts 0
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