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
TPSC
Timothy Plan U S Sm Cap Core E

ETFs
44
+ 12.09%
$32.77 - $38.72 $1.44K - $1.7K
408 $15K
REFI
Chicago Atlantic Real Estate Finance, Inc.

Real Estate
164
New
$13.4 - $15.08 $2.2K - $2.47K
164 $2K
NVCR
Novo Cure LTD

Healthcare
73
+ 8.77%
$15.37 - $19.4 $1.12K - $1.42K
905 $16K
DOV
Dover Corp

Industrials
4
+ 3.39%
$151.14 - $186.7 $605 - $747
122 $22K
FLQL
Franklin Templeton ETF Tr Libe

ETFs
32
New
$50.1 - $63.16 $1.6K - $2.02K
32 $2K
MET
Metlife Inc

Financial Services
21
+ 0.47%
$68.42 - $82.49 $1.44K - $1.73K
4.51K $362K
IVZ
Invesco Ltd.

Financial Services
129
New
$12.14 - $15.77 $1.57K - $2.03K
129 $2K
EVRG
Evergy, Inc.

Utilities
13
+ 1.36%
$64.06 - $69.64 $833 - $905
969 $66K
PSX
Phillips 66

Energy
60
+ 4.12%
$92.87 - $125.73 $5.57K - $7.54K
1.52K $180K
PGX
Invesco ETF Tr Ii Pfd ETF

ETFs
172
New
$10.78 - $11.28 $1.85K - $1.94K
172 $1K
WY
Weyerhaeuser CO

Real Estate
3.59K
+ 14.23%
$24.69 - $29.48 $88.6K - $106K
28.8K $739K
RPM
Rpm International Inc

Basic Materials
10
New
$96.97 - $117.58 $970 - $1.18K
10 $1K
OMC
Omnicom Group Inc.

Communication Services
342
+ 15.62%
$69.22 - $79.77 $23.7K - $27.3K
2.53K $182K
EFA
Ishares Tr Msci Eafe ETF

ETFs
8
+ 8.79%
$72.96 - $90.39 $584 - $723
99 $8K
TIP
Ishares Tr Tips Bd ETF

ETFs
67
+ 0.95%
$107.93 - $110.97 $7.23K - $7.43K
7.15K $786K
Elevation Series Trust
1
New
N/A
1 $0
Elevation Series Trust
3.17K
+ 11.16%
N/A
31.6K $0
HE
Hawaiian Electric Industries Inc

Utilities
69
New
$9.36 - $10.96 $646 - $756
69 $0
Gsk PLC
1.53K
+ 9.07%
N/A
18.4K $0
Vanguard Malvern Fds
219
New
N/A
219 $0
CARY
Angel Oak Fds Tr Income Etf(De
28.1K
New
N/A
28.1K $0
AFLG
First Tr Exchange Traded Fd Vi
6.38K
New
N/A
6.38K $0
GREK
Global X Msci Greece ETF

ETFs
1
New
$40.77 - $59.31 $40.8 - $59.3
1 $0
Grail Inc
468
New
N/A
468 $0
FTGS
First Tr Exchange Traded Fd Gr
1.05K
+ 10.31%
N/A
11.3K $0
First Tr Exchange Traded Fd
5.98K
+ 22.71%
N/A
32.3K $0
Zacks Trust
16.7K
New
N/A
16.7K $0
Zacks Trust
4.81K
New
N/A
4.81K $0
Elevation Series Trust
13.9K
New
N/A
13.9K $0
OAIM
Unified Ser Tr Oneascent Intl
1
New
N/A
1 $0
American Healthcare Reit Inc
13
New
N/A
13 $0
AZBL
Aim ETF Prods Tr Allianzim Us

Technology
1.41K
+ 11.78%
N/A
13.4K $0
PPA
Invesco Exchange Traded Fd Tr

ETFs
1
New
$105.2 - $141.69 $105 - $142
1 $0
Aim ETF Products Trust
6.3K
New
N/A
6.3K $0
VERA
Vera Therapeutics, Inc.

Healthcare
6
New
$18.86 - $32.0 $113 - $192
6 $0
AZBO
Aim ETF Prods Tr Allianzim Us

ETFs
10.5K
+ 21.49%
N/A
59.3K $0
Aim ETF Products Trust
15.3K
+ 24.31%
N/A
78.2K $0
VUSB
Vanguard Bd Index Fds
12.4K
+ 38.35%
N/A
44.8K $0
Ferguson Enterprises Inc
309
New
N/A
309 $0
T Rowe Price ETF Inc
16
+ 0.15%
N/A
10.4K $0
VHT
Vanguard Health Care ETF

ETFs
2
+ 11.76%
$236.71 - $261.92 $473 - $524
19 $4K
VDE
Vanguard Energy ETF

ETFs
2
+ 5.41%
$105.87 - $130.56 $212 - $261
39 $4K
Innovator Etfs Trust
10.3K
New
N/A
10.3K $0
Innovator Etfs Trust
9.68K
New
N/A
9.68K $0
IGF
Ishares Global Infrastructure

ETFs
3
New
$50.55 - $59.83 $152 - $179
3 $0
Ge Healthcare Technologies I
376
+ 70.41%
N/A
910 $0
Ge Vernova Inc
163
+ 22.3%
N/A
894 $0
AZBJ
Aim ETF Prods Tr Allianzim Us

ETFs
15.3K
+ 17.03%
N/A
105K $0
Pimco ETF Tr
11.5K
+ 43.26%
N/A
38.2K $0
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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