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
Te Connectivity PLC
17
+ 0.82%
N/A
2.09K $0
J P Morgan Exchange Traded F
8.51K
New
N/A
8.51K $0
JGRO
J P Morgan Exchange Traded Fd
1.79K
+ 33.09%
N/A
7.18K $0
TSCO
Tractor Supply CO

Consumer Cyclical
132
+ 4.28%
$47.86 - $55.77 $6.32K - $7.36K
3.22K $169K
DX
Dynex Capital Inc

Real Estate
38
New
$11.13 - $12.99 $423 - $494
38 $0
Labcorp Holdings Inc
93
+ 21.23%
N/A
531 $0
TMDX
Trans Medics Group, Inc.

Healthcare
4
New
$67.67 - $143.04 $271 - $572
4 $0
ATO
Atmos Energy Corp

Utilities
2
+ 1.82%
$145.06 - $162.66 $290 - $325
112 $17K
Atlassian Corporation
35
+ 18.82%
N/A
221 $0
Liberty Media Corp Del
1.25K
New
N/A
1.25K $0
Arm Holdings PLC
263
New
N/A
263 $0
Dimensional ETF Trust
119K
+ 310.68%
N/A
157K $0
Dimensional ETF Trust
4.53K
+ 32.22%
N/A
18.6K $0
SNY
Sanofi

Healthcare
2.7K
+ 14.65%
$47.62 - $55.44 $129K - $150K
21.2K $1.02M
SHEL
Shell PLC

Energy
50
+ 3.23%
$59.75 - $73.05 $2.99K - $3.65K
1.6K $112K
CHKP
Check Point Software Technologies LTD

Technology
143
+ 2.75%
$204.26 - $233.47 $29.2K - $33.4K
5.34K $1.18M
PKG
Packaging Corp Of America

Consumer Cyclical
6
+ 1.4%
$175.97 - $201.36 $1.06K - $1.21K
435 $81K
NOC
Northrop Grumman Corp

Industrials
1
+ 0.42%
$456.3 - $540.39 $456 - $540
238 $118K
PFFV
Global X Variable Rate Preferr

Technology
26
+ 0.43%
$22.41 - $23.43 $583 - $609
6.14K $139K
MOH
Molina Healthcare, Inc.

Healthcare
1
+ 0.64%
$290.25 - $353.24 $290 - $353
157 $46K
INVH
Invitation Homes Inc.

Real Estate
1.46K
+ 5.68%
$30.53 - $35.47 $44.7K - $51.9K
27.2K $893K
WM
Waste Management Inc

Industrials
5
+ 0.18%
$216.47 - $242.1 $1.08K - $1.21K
2.83K $646K
DVN
Devon Energy Corp

Energy
105
+ 4.43%
$26.8 - $37.92 $2.81K - $3.98K
2.48K $78K
FTV
Fortive Corp

Technology
51
+ 6.67%
$52.13 - $74.29 $2.66K - $3.79K
816 $42K
BDX
Becton Dickinson & CO

Healthcare
389
+ 26.98%
$165.15 - $226.42 $64.2K - $88.1K
1.83K $315K
ED
Consolidated Edison Inc

Utilities
7
+ 0.39%
$98.05 - $113.3 $686 - $793
1.81K $181K
EQR
Equity Residential

Real Estate
294
+ 3.04%
$61.82 - $71.72 $18.2K - $21.1K
9.96K $672K
PPL
Ppl Corp

Utilities
517
+ 2.74%
$33.45 - $36.5 $17.3K - $18.9K
19.4K $657K
SKT
Tanger Factory Outlet Centers, Inc

Real Estate
316
+ 2.79%
$28.81 - $34.65 $9.1K - $10.9K
11.6K $355K
FAAR
First Trust Vii Alternative Ab

ETFs
57
+ 0.22%
$25.68 - $29.03 $1.46K - $1.65K
26.4K $732K
ORLY
O Reilly Automotive Inc

Consumer Cyclical
2.53K
+ 1288.27%
$87.84 - $1441.89 $222K - $3.64M
2.72K $245K
AMGN
Amgen Inc

Healthcare
87
+ 4.44%
$262.28 - $309.85 $22.8K - $27K
2.05K $571K
KMX
Carmax Inc

Consumer Cyclical
203
+ 3.52%
$62.27 - $82.77 $12.6K - $16.8K
5.97K $401K
BP
Bp PLC

Energy
1.21K
+ 5.0%
$26.11 - $33.81 $31.6K - $40.9K
25.4K $759K
UDR
Udr, Inc.

Real Estate
1.77K
+ 5.79%
$38.09 - $45.36 $67.5K - $80.3K
32.4K $1.32M
BKR
Baker Hughes CO

Energy
696
+ 4.13%
$35.0 - $44.92 $24.4K - $31.3K
17.5K $672K
VTR
Ventas, Inc.

Real Estate
98
+ 0.71%
$62.45 - $70.08 $6.12K - $6.87K
13.9K $877K
EQIX
Equinix Inc

Real Estate
5
+ 0.1%
$740.07 - $914.43 $3.7K - $4.57K
5.09K $4.05M
LLY
Eli Lilly & CO

Healthcare
90
+ 2.13%
$713.71 - $898.95 $64.2K - $80.9K
4.32K $3.37M
PEP
Pepsico Inc

Consumer Defensive
1.38K
+ 7.26%
$128.02 - $151.37 $176K - $208K
20.3K $2.68M
BMY
Bristol Myers Squibb CO

Healthcare
208
+ 1.79%
$44.12 - $59.6 $9.18K - $12.4K
11.8K $547K
TMO
Thermo Fisher Scientific Inc.

Healthcare
672
+ 12.02%
$390.26 - $489.06 $262K - $329K
6.27K $2.54M
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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