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
DBMF
Litman Gregory Fds Tr Imgp Dbi

ETFs
83
+ 0.64%
$24.61 - $25.89 $2.04K - $2.15K
13K $334K
TOST
Toast, Inc.

Technology
92
+ 18.7%
$30.03 - $45.23 $2.76K - $4.16K
584 $25K
TECH
Bio Techne Corp

Healthcare
236
+ 72.39%
$46.66 - $58.38 $11K - $13.8K
562 $28K
AMCR
Amcor PLC

Consumer Cyclical
1.2K
+ 18.95%
$8.57 - $9.81 $10.3K - $11.8K
7.53K $69K
MASI
Masimo Corp

Healthcare
50
New
$144.4 - $171.97 $7.22K - $8.6K
50 $8K
QS
Quantum Scape Corp

Consumer Cyclical
1.21K
New
$3.47 - $7.65 $4.2K - $9.25K
1.21K $8K
SCHF
Schwab Strategic Tr Intl Eqty

ETFs
5
+ 0.15%
$17.76 - $22.1 $88.8 - $111
3.42K $75K
CMCSA
Comcast Corp

Communication Services
638
+ 5.5%
$32.84 - $36.72 $21K - $23.4K
12.2K $436K
SCHC
Schwab Strategic Tr Intl Small

ETFs
211
New
$32.41 - $42.59 $6.84K - $8.99K
211 $8K
TTC
Toro CO

Industrials
124
New
$63.51 - $77.8 $7.88K - $9.65K
124 $8K
FREL
Fidelity Covington Tr Msci Rea

ETFs
294
New
$24.18 - $27.61 $7.11K - $8.12K
294 $7K
BAX
Baxter International Inc

Healthcare
232
New
$27.8 - $34.02 $6.45K - $7.89K
232 $7K
LW
Lamb Weston Holdings, Inc.

Consumer Defensive
149
New
$50.56 - $59.57 $7.53K - $8.88K
149 $7K
TXG
10x Genomics, Inc.

Healthcare
469
+ 108.06%
$7.14 - $11.73 $3.35K - $5.5K
903 $10K
IWD
Ishares Russell 1000 Val ETF

ETFs
32
+ 47.06%
$166.82 - $194.23 $5.34K - $6.22K
100 $19K
OLED
Universal Display Corp Pa

Technology
35
+ 62.5%
$106.6 - $161.02 $3.73K - $5.64K
91 $14K
WYNN
Wynn Resorts LTD

Consumer Cyclical
79
New
$66.1 - $97.75 $5.22K - $7.72K
79 $7K
PDBC
Invesco Act Mge Et Cmdt Fd Tr

ETFs
581
+ 61.55%
$12.21 - $13.9 $7.09K - $8.08K
1.53K $19K
SCHR
Schwab Intermediate Term Us Tr

ETFs
309
New
$24.54 - $25.07 $7.58K - $7.75K
309 $7K
DUK
Duke Energy Corp

Utilities
128
+ 6.47%
$112.46 - $124.05 $14.4K - $15.9K
2.11K $248K
IWS
Ishares Russell Midcap Value E

ETFs
9
+ 1.18%
$110.58 - $132.14 $995 - $1.19K
774 $102K
NMR
Nomura Holdings Inc

Financial Services
294
+ 2.73%
$4.95 - $6.6 $1.46K - $1.94K
11.1K $72K
CCK
Crown Holdings Inc

Consumer Cyclical
8
+ 2.13%
$78.47 - $104.45 $628 - $836
383 $39K
HUBS
Hubspot Inc

Technology
13
+ 9.42%
$487.07 - $672.24 $6.33K - $8.74K
151 $84K
GNRC
Generac Holdings Inc.

Industrials
45
New
$101.92 - $143.21 $4.59K - $6.44K
45 $6K
USMV
Ishares Msci Usa Min Vol Facto

ETFs
56
+ 7.32%
$85.42 - $94.39 $4.78K - $5.29K
821 $77K
PFG
Principal Financial Group Inc

Financial Services
86
+ 18.38%
$69.56 - $86.19 $5.98K - $7.41K
554 $44K
ZI
Zoom Info Technologies Inc.

Technology
590
New
$7.41 - $10.31 $4.37K - $6.08K
590 $5K
ADM
Archer Daniels Midland CO

Consumer Defensive
18
+ 2.49%
$41.79 - $54.16 $752 - $975
740 $39K
TDOC
Teladoc Health, Inc.

Healthcare
592
+ 201.36%
$6.51 - $8.71 $3.85K - $5.16K
886 $7K
TPX
Tempur Sealy International, Inc.

Consumer Cyclical
99
New
N/A
99 $5K
TRV
Travelers Companies, Inc.

Financial Services
11
+ 2.98%
$233.83 - $276.34 $2.57K - $3.04K
380 $101K
TNL
Travel & Leisure Co.

Consumer Cyclical
86
New
$38.78 - $51.89 $3.34K - $4.46K
86 $4K
LECO
Lincoln Electric Holdings Inc

Industrials
5
+ 3.07%
$167.18 - $211.38 $836 - $1.06K
168 $34K
EWU
Ishs Msci Utd Kingdom ETF

ETFs
99
+ 198.0%
$33.19 - $40.78 $3.29K - $4.04K
149 $5K
FISV
Fiserv Inc

Technology
37
+ 1.01%
N/A
3.71K $464K
RTO
Rentokil Initial PLC

Industrials
203
New
$19.89 - $24.42 $4.04K - $4.96K
203 $4K
VPU
Vanguard Utilities ETF

ETFs
27
New
$158.36 - $178.82 $4.28K - $4.83K
27 $4K
PFFD
Global X Fds U S Pfd ETF (De)

ETFs
393
+ 2.23%
$18.11 - $18.97 $7.12K - $7.46K
18K $339K
ALLE
Allegion PLC

Industrials
8
+ 4.23%
$118.52 - $145.64 $948 - $1.17K
197 $28K
AN
Autonation, Inc.

Consumer Cyclical
2
+ 3.39%
$155.71 - $201.03 $311 - $402
61 $12K
IT
Gartner Inc

Technology
16
+ 6.67%
$377.5 - $449.52 $6.04K - $7.19K
256 $103K
ATI
Allegheny Technologies Inc

Industrials
35
New
$41.97 - $86.8 $1.47K - $3.04K
35 $3K
VTWO
Vanguard Russell 2000 ETF

ETFs
3
+ 0.75%
$70.56 - $87.22 $212 - $262
405 $35K
ALGM
Allegro Microsystems, Inc.

Technology
108
New
$16.53 - $34.19 $1.79K - $3.69K
108 $3K
URTH
Ishares Msci World ETF

ETFs
2
+ 0.98%
$136.3 - $169.38 $273 - $339
206 $34K
LOPE
Grand Canyon Education, Inc.

Consumer Defensive
6
+ 5.0%
$162.37 - $200.76 $974 - $1.2K
126 $23K
RLI
Rli Corp

Financial Services
21
+ 58.33%
$71.27 - $80.82 $1.5K - $1.7K
57 $4K
ACWX
Ishares Msci Acwi Ex Us ETF

ETFs
4
+ 1.35%
$49.48 - $61.22 $198 - $245
301 $18K
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