Geo Wealth Management, LLC Purchases in Q2 2025

Geo Wealth Management, LLC

  • $2.4 Billion
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
50K
+ 16.2%
$456.74 - $568.03 $22.8M - $28.4M
359K $204M
VV
Vanguard Large Cap ETF

ETFs
48.5K
+ 11.48%
$228.25 - $285.3 $11.1M - $13.8M
471K $134M
DUHP
Dimensional ETF Tr Dimensional

ETFs
671K
+ 1302.06%
$29.36 - $35.56 $19.7M - $23.9M
723K $25.7M
DYNF
Blackrock ETF Tr U S Equity Fa

ETFs
389K
+ 1350.3%
$43.53 - $54.46 $16.9M - $21.2M
417K $22.7M
VTI
Vanguard Total Stock Market Et

ETFs
31.4K
+ 10.06%
$243.75 - $303.93 $7.65M - $9.54M
343K $104M
VXF
Vanguard Extended Market ETF

ETFs
43.6K
+ 22.12%
$150.43 - $192.71 $6.56M - $8.41M
241K $46.4M
SECT
Sector 10, Inc.

ETFs
112K
+ 27.87%
$45.25 - $58.07 $5.06M - $6.49M
513K $29.8M
NVDA
Nvidia Corp

Technology
11.8K
+ 8.38%
$94.31 - $157.99 $1.11M - $1.86M
152K $24.1M
XLK
Technology Sector Spdr

ETFs
25.3K
+ 94.81%
$179.73 - $253.23 $4.55M - $6.42M
52.1K $13.2M
QQQM
Invesco Exchange Traded Fd Tr

ETFs
31.7K
+ 678.86%
$171.4 - $227.1 $5.43M - $7.19M
36.3K $8.25M
MSFT
Microsoft Corp

Technology
197
+ 0.46%
$354.56 - $497.45 $69.8K - $98K
42.9K $21.3M
SPMO
Invesco ETF Tr Ii S&P 500 Mome

ETFs
43.4K
+ 583.35%
$82.32 - $112.47 $3.58M - $4.89M
50.9K $5.72M
IGOV
Ishares 1 3 International Trea

ETFs
112K
New
$39.53 - $43.1 $4.44M - $4.84M
112K $4.84M
AFIF
Two Rds Shared Tr

ETFs
503K
+ 196.76%
$9.07 - $9.31 $4.56M - $4.68M
759K $7.06M
IAGG
Ishares Tr Core Intl Aggregate

ETFs
67.4K
+ 6.97%
$50.09 - $51.09 $3.38M - $3.44M
1.03M $52.8M
VO
Vanguard Mid Cap ETF

ETFs
8.29K
+ 11.1%
$228.54 - $279.83 $1.9M - $2.32M
83K $23.2M
QTEC
First Trust Nasdaq 100 Technol

ETFs
17.6K
New
$149.56 - $212.83 $2.64M - $3.76M
17.6K $3.76M
VYM
Vanguard Whitehall Fds (Vangua

ETFs
25.8K
+ 699.43%
$114.78 - $133.31 $2.96M - $3.44M
29.5K $3.93M
GLD
Spdr Gold Trust

ETFs
11.1K
+ 725.62%
$273.71 - $316.29 $3.05M - $3.52M
12.7K $3.86M
SPMD
Spdr Portfolio

ETFs
60.7K
+ 418.19%
$44.89 - $54.38 $2.72M - $3.3M
75.2K $4.09M
ORCL
Oracle Corp

Technology
10.6K
+ 97.36%
$122.82 - $218.63 $1.3M - $2.32M
21.5K $4.7M
IETC
Ishares U S ETF Tr

ETFs
29.3K
+ 143.85%
$67.28 - $94.0 $1.97M - $2.76M
49.7K $4.67M
VB
Vanguard Small Cap ETF

ETFs
8.17K
+ 19.85%
$193.73 - $237.37 $1.58M - $1.94M
49.3K $11.7M
XLC
Select Sector Spdr Tr Communic

ETFs
15.9K
+ 64.72%
$86.13 - $108.53 $1.37M - $1.73M
40.5K $4.4M
MGK
Vanguard Mega Cap Growth ETF

ETFs
3.49K
+ 27.1%
$273.67 - $366.17 $956K - $1.28M
16.4K $6M
AMZN
Amazon Com Inc

Consumer Cyclical
1.24K
+ 2.21%
$167.32 - $223.3 $208K - $277K
57.5K $12.6M
SHY
Ishares Barclays 1 3 Year Trea

ETFs
22.9K
+ 252.96%
$82.21 - $83.12 $1.88M - $1.91M
32K $2.65M
GSLC
Goldman Sachs ETF Tr Activebet

ETFs
1.99K
+ 1.4%
$97.68 - $121.38 $194K - $241K
144K $17.4M
LCTU
Blackrock ETF Tr Us Carbon Tra

ETFs
22.6K
+ 61.62%
$53.69 - $67.27 $1.22M - $1.52M
59.4K $4M
IXP
Ishares Global Comm Services E

ETFs
15.5K
New
$88.17 - $112.32 $1.36M - $1.74M
15.5K $1.74M
MUST
Columbia ETF Tr I Multi Sector

ETFs
80K
New
$19.47 - $20.4 $1.56M - $1.63M
80K $1.61M
NFLX
Netflix Inc

Communication Services
584
+ 31.35%
$855.86 - $1339.13 $500K - $782K
2.45K $3.28M
MGC
Vanguard Mega Cap ETF

ETFs
5.51K
+ 58.79%
$179.23 - $224.92 $987K - $1.24M
14.9K $3.35M
SPY
Spdr S&P 500 ETF Trust

ETFs
1.26K
+ 11.65%
$496.48 - $617.85 $624K - $777K
12K $7.44M
FPA
First Trust Asia Pacific Ex Ja

ETFs
37.7K
New
$25.57 - $36.11 $965K - $1.36M
37.7K $1.35M
EWY
Ishares Inc Msci South Korea E

ETFs
18.6K
+ 84450.0%
$48.92 - $72.65 $909K - $1.35M
18.6K $1.34M
IEFA
Ishares Tr

ETFs
14.1K
+ 68.65%
$67.83 - $84.09 $953K - $1.18M
34.5K $2.88M
HST
Host Hotels & Resorts, Inc.

Real Estate
84.6K
+ 293.07%
$12.7 - $16.07 $1.07M - $1.36M
113K $1.74M
GOOGL
Alphabet Inc.

Communication Services
1.34K
+ 2.73%
$144.7 - $178.6 $194K - $239K
50.5K $8.89M
JPM
Jpmorgan Chase & CO

Financial Services
157
+ 0.59%
$210.28 - $289.91 $33K - $45.5K
26.9K $7.81M
ESGU
Ishares Trust Ishares Esg Awar

ETFs
6.99K
+ 57.0%
$108.06 - $135.3 $755K - $945K
19.2K $2.6M
ZECP
Zacks Tr Earnings Constant Por

ETFs
33.6K
+ 337.26%
$27.11 - $31.91 $910K - $1.07M
43.5K $1.39M
WRB
Berkley W R Corp

Financial Services
14.2K
New
$64.28 - $75.17 $913K - $1.07M
14.2K $1.04M
VBR
Vanguard Small Cap Value ETF

ETFs
3.86K
+ 12.48%
$162.76 - $195.77 $628K - $756K
34.8K $6.78M
CW
Curtiss Wright Corp

Industrials
1.98K
+ 804.47%
$283.18 - $488.55 $560K - $967K
2.23K $1.09M
MCK
Mckesson Corp

Healthcare
1.18K
+ 58.81%
$652.83 - $732.78 $769K - $863K
3.18K $2.33M
SMLF
Ishares Msci Usa Small Cap Mul

ETFs
7.89K
+ 10.43%
$54.28 - $67.95 $428K - $536K
83.6K $5.68M
CVS
Cvs Health Corp

Healthcare
13.9K
+ 638.04%
$60.04 - $70.18 $836K - $977K
16.1K $1.11M
DG
Dollar General Corp

Consumer Defensive
8.01K
+ 1330.4%
$86.02 - $114.95 $689K - $921K
8.61K $984K
Activity Summary
Buys All Purchases 693 New Holdings 247 Increased Positions 446 Sells All Sells 493 Reductions 493 Sold out 0 Options Calls 0 Puts 0
Track This Portfolio

Track Geo Wealth Management, LLC Portfolio

Follow Geo Wealth Management, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Geo Wealth Management, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Geo Wealth Management, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email