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
JAVA
Jp Morgan ETF Fd Tr Active Val

ETFs
67
+ 0.98%
$56.84 - $65.5 $3.81K - $4.39K
6.89K $451K
JKHY
Henry Jack & Associates Inc

Technology
103
New
$163.54 - $186.02 $16.8K - $19.2K
103 $18K
RF
Regions Financial Corp

Financial Services
496
+ 14.78%
$18.34 - $23.52 $9.1K - $11.7K
3.85K $90K
SNAP
Snap Inc

Communication Services
1.96K
New
$7.23 - $9.21 $14.1K - $18K
1.96K $17K
WIT
Wipro LTD

Technology
6.03K
+ 19.09%
$2.7 - $3.09 $16.3K - $18.6K
37.6K $113K
RGLD
Royal Gold Inc

Basic Materials
80
+ 40.82%
$155.48 - $186.71 $12.4K - $14.9K
276 $49K
A
Agilent Technologies, Inc.

Healthcare
135
+ 20.9%
$99.29 - $120.52 $13.4K - $16.3K
781 $92K
AMED
Amedisys Inc

Healthcare
177
New
$91.31 - $98.39 $16.2K - $17.4K
177 $17K
FNDC
Schwab Fundamental Intl Small

ETFs
410
New
$32.97 - $42.05 $13.5K - $17.2K
410 $17K
VTRS
Viatris Inc

Healthcare
1.87K
New
$7.26 - $9.12 $13.6K - $17.1K
1.87K $16K
TER
Teradyne, Inc

Technology
159
+ 88.83%
$67.96 - $91.05 $10.8K - $14.5K
338 $30K
WCC
Wesco International Inc

Industrials
21
+ 4.94%
$132.86 - $186.1 $2.79K - $3.91K
446 $82K
IOT
Samsara Inc.

Technology
407
New
$33.46 - $47.74 $13.6K - $19.4K
407 $16K
ON
On Semiconductor Corp

Technology
154
+ 22.03%
$31.95 - $54.21 $4.92K - $8.35K
853 $44K
VTV
Vanguard Value ETF

ETFs
46
+ 2.34%
$153.67 - $176.74 $7.07K - $8.13K
2.02K $356K
EW
Edwards Lifesciences Corp

Healthcare
97
+ 6.74%
$67.07 - $78.22 $6.51K - $7.59K
1.54K $120K
FIVE
Five Below, Inc

Consumer Cyclical
117
New
$55.75 - $131.18 $6.52K - $15.3K
117 $15K
TXT
Textron Inc

Industrials
195
New
$60.72 - $80.34 $11.8K - $15.7K
195 $15K
WEC
Wec Energy Group, Inc.

Utilities
185
+ 19.81%
$102.24 - $109.76 $18.9K - $20.3K
1.12K $116K
MPC
Marathon Petroleum Corp

Energy
19
+ 3.33%
$118.55 - $170.08 $2.25K - $3.23K
590 $98K
FAST
Fastenal CO

Industrials
3.05K
+ 95.55%
$40.65 - $83.16 $124K - $254K
6.24K $262K
SMG
Scotts Miracle Gro CO

Basic Materials
240
New
$48.21 - $66.48 $11.6K - $16K
240 $15K
K
Kellogg CO

Consumer Defensive
192
New
$77.85 - $82.88 $14.9K - $15.9K
192 $15K
SNDR
Schneider National, Inc.

Industrials
649
New
$21.06 - $24.75 $13.7K - $16.1K
649 $15K
RHP
Ryman Hospitality Properties, Inc.

Real Estate
132
+ 34.46%
$78.85 - $101.3 $10.4K - $13.4K
515 $50K
DHI
Horton D R Inc

Consumer Cyclical
111
+ 33.43%
$115.1 - $129.63 $12.8K - $14.4K
443 $57K
ROKU
Roku, Inc

Communication Services
182
New
$55.1 - $87.89 $10K - $16K
182 $15K
WST
West Pharmaceutical Services Inc

Healthcare
66
New
$190.39 - $227.7 $12.6K - $15K
66 $14K
JHG
Janus Henderson Group PLC

Financial Services
145
+ 4.82%
$29.47 - $38.84 $4.27K - $5.63K
3.15K $122K
SYF
Synchrony Financial

Financial Services
216
New
$43.81 - $66.74 $9.46K - $14.4K
216 $14K
HOLX
Hologic Inc

Healthcare
230
New
$52.73 - $65.22 $12.1K - $15K
230 $14K
GPN
Global Payments Inc

Industrials
173
New
$67.47 - $99.6 $11.7K - $17.2K
173 $13K
ESTC
Elastic N.V.

Technology
158
New
$73.36 - $94.17 $11.6K - $14.9K
158 $13K
XEL
Xcel Energy Inc

Utilities
299
+ 10.91%
$65.65 - $72.39 $19.6K - $21.6K
3.04K $207K
RGA
Reinsurance Group Of America Inc

Financial Services
49
+ 2.8%
$168.32 - $209.71 $8.25K - $10.3K
1.8K $356K
VIG
Vanguard Dividend Appreciation

ETFs
63
+ 9.35%
N/A
737 $134K
ROK
Rockwell Automation, Inc

Industrials
7
+ 5.51%
$218.97 - $332.17 $1.53K - $2.33K
134 $44K
PNM
Pnm Resources Inc

Utilities
305
New
N/A
305 $12K
ASAN
Asana, Inc.

Technology
871
New
$12.93 - $19.0 $11.3K - $16.5K
871 $11K
ESGV
Vanguard World Fd Esg U.S. Sto

ETFs
107
New
$86.93 - $109.64 $9.3K - $11.7K
107 $11K
WDAY
Workday, Inc.

Technology
3
+ 0.2%
$210.47 - $274.71 $631 - $824
1.5K $360K
ZION
Zions Bancorporation, National Association

Financial Services
205
New
$41.39 - $51.94 $8.48K - $10.6K
205 $10K
UPST
Upstart Holdings, Inc.

Financial Services
166
New
$34.8 - $64.85 $5.78K - $10.8K
166 $10K
MFG
Mizuho Financial Group Inc

Financial Services
1.71K
+ 15.59%
$4.25 - $5.66 $7.28K - $9.7K
12.7K $70K
SPIB
Spdr Portfolio Intermediate Te

ETFs
175
+ 1.33%
$32.62 - $33.58 $5.71K - $5.88K
13.4K $448K
VMI
Valmont Industries Inc

Industrials
29
New
$263.86 - $333.86 $7.65K - $9.68K
29 $9K
LYG
Lloyds Banking Group PLC

Financial Services
14
+ 0.07%
$3.32 - $4.29 $46.5 - $60.1
20.9K $88K
EWJ
Ishares Msci Japan ETF

ETFs
131
New
$61.32 - $75.28 $8.03K - $9.86K
131 $9K
TPL
Texas Pacific Land Corp

Energy
10
+ 125.0%
$1036.28 - $1430.55 $10.4K - $14.3K
18 $19K
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
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