Geo Wealth Management, LLC Purchases in Q1 2025

Geo Wealth Management, LLC

  • $2.33 Billion
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
VICI
Vici Properties Inc.

Real Estate
16.2K
+ 32.39%
$28.21 - $32.68 $457K - $529K
66.2K $2.16M
KR
Kroger CO

Consumer Defensive
9.23K
+ 98.68%
$58.36 - $67.72 $539K - $625K
18.6K $1.26M
AEP
American Electric Power CO Inc

Utilities
5.66K
+ 165.69%
$90.32 - $109.27 $511K - $618K
9.08K $991K
CHKP
Check Point Software Technologies LTD

Technology
2.17K
+ 71.45%
$179.88 - $231.31 $390K - $501K
5.2K $1.19M
DXJ
Wisdomtree Trust Japan Hedged

ETFs
5.55K
+ 7212.99%
$106.46 - $114.75 $591K - $637K
5.63K $620K
EME
Emcor Group, Inc.

Industrials
1.69K
+ 669.17%
$361.16 - $535.99 $611K - $907K
1.95K $719K
GILD
Gilead Sciences, Inc.

Healthcare
4.14K
+ 58.06%
$89.14 - $117.41 $369K - $486K
11.3K $1.26M
DUHP
Dimensional ETF Tr Dimensional

ETFs
18.5K
+ 56.2%
$32.57 - $35.82 $604K - $664K
51.6K $1.71M
JPST
Jp Morgan ETF Tr Ultra Short I

ETFs
11K
+ 13.95%
$50.39 - $50.66 $556K - $559K
90.1K $4.56M
IYK
Ishares U.S. Consumer Staples

ETFs
7.89K
New
$63.29 - $71.8 $499K - $566K
7.89K $564K
AMT
American Tower Corp

Real Estate
616
+ 5.08%
$173.46 - $217.6 $107K - $134K
12.7K $2.77M
XLV
Select Sector Spdr Fund Health

ETFs
1.91K
+ 6.04%
$137.61 - $149.68 $262K - $285K
33.5K $4.89M
SPHY
Spdr Ser Tr Spdr Portfolio Hig

ETFs
23.2K
New
$23.32 - $23.84 $541K - $553K
23.2K $543K
DYNF
Blackrock ETF Tr U S Equity Fa

ETFs
11.9K
+ 70.51%
$48.06 - $53.73 $572K - $639K
28.8K $1.4M
CCOR
Listed Fds Tr Core Alternative

ETFs
19.4K
+ 129.48%
$25.12 - $27.54 $488K - $535K
34.4K $920K
TLH
Ishares Barclays 10 20 Yr Trea

ETFs
4.67K
+ 46.93%
$97.25 - $104.79 $454K - $489K
14.6K $1.52M
SPEU
Spdr Index Shs Fds Spdr Portfo

ETFs
11.7K
New
$39.53 - $46.13 $462K - $539K
11.7K $514K
WLDR
Two Rds Shared Tr Affinity Wor

ETFs
18.9K
+ 29.46%
$28.67 - $31.89 $542K - $602K
83K $2.4M
FIS
Fidelity National Information Services, Inc.

Technology
6.82K
+ 534.14%
$68.12 - $83.42 $465K - $569K
8.1K $604K
MDT
Medtronic PLC

Healthcare
1.88K
+ 5.93%
$79.84 - $94.5 $150K - $178K
33.6K $3.02M
LDUR
Pimco Enhanced Low Duration Ac

ETFs
4.98K
+ 77.42%
$94.87 - $96.11 $473K - $479K
11.4K $1.1M
PCG
Pg&E Corp

Utilities
31.2K
+ 168.4%
$15.16 - $20.4 $473K - $637K
49.8K $855K
IGEB
Ishares Tr Edge Invt Grade Enh

ETFs
10.6K
+ 1061300.0%
$43.76 - $45.31 $464K - $481K
10.6K $477K
LHX
L3 Harris Technologies, Inc.

Industrials
2.21K
+ 119.3%
$194.65 - $222.86 $430K - $492K
4.06K $849K
EWZ
Ishares Inc Msci Brazil ETF

ETFs
17.1K
New
$22.45 - $26.94 $384K - $461K
17.1K $442K
ALL
Allstate Corp

Financial Services
1.96K
+ 339.27%
$180.99 - $210.18 $355K - $412K
2.54K $525K
FALN
Ishares Tr Fallen Angels Usd B

ETFs
15.4K
+ 25618.33%
$26.64 - $27.14 $409K - $417K
15.4K $413K
SLQD
Ishares 0 5 Year Investment Gr

ETFs
7.89K
+ 98.12%
$49.6 - $50.28 $391K - $397K
15.9K $800K
XLU
Utilities Sector Spdr

ETFs
4.39K
+ 25.75%
$74.7 - $80.27 $328K - $352K
21.4K $1.69M
PLTR
Palantir Technologies Inc.

Technology
3.56K
+ 32.33%
$64.98 - $124.62 $231K - $444K
14.6K $1.23M
CI
Cigna Corp

Healthcare
734
+ 30.02%
$274.49 - $329.0 $201K - $241K
3.18K $1.05M
IEUR
Ishares Tr Ishares Core Msci E

ETFs
5.43K
+ 78.99%
$53.69 - $62.68 $291K - $340K
12.3K $739K
PINS
Pinterest, Inc.

Communication Services
11.8K
+ 976.34%
$29.79 - $40.0 $352K - $472K
13K $403K
UUP
Invesco Db Us Dollar Index Bullish Fund

ETFs
12.8K
+ 448.84%
$28.25 - $29.85 $360K - $381K
15.6K $445K
DFSD
Dimensional ETF Tr Short Durat

ETFs
7.17K
+ 850.18%
$46.74 - $47.55 $335K - $341K
8.01K $380K
XAR
Spdr S&P Aerospace & Defense E

ETFs
2.1K
+ 3810.91%
$157.71 - $180.77 $331K - $379K
2.15K $345K
SPLB
Spdr Portfolio Long Term Corpo

ETFs
14.7K
New
$21.73 - $23.02 $320K - $339K
14.7K $332K
RTX
Raytheon Technologies Corp

Industrials
1.16K
+ 10.98%
$114.1 - $135.66 $133K - $158K
11.8K $1.56M
ERIE
Erie Indemnity CO

Financial Services
784
New
$377.62 - $450.61 $296K - $353K
784 $328K
DGRW
Wisdomtree Tr Us Quality Divid

ETFs
4.15K
+ 72.44%
$78.0 - $84.37 $324K - $350K
9.88K $789K
MKC
Mccormick & CO Inc

Consumer Defensive
3.53K
+ 112.58%
$71.24 - $84.73 $252K - $299K
6.67K $549K
DTE
Dte Energy CO

Utilities
2.03K
+ 125.2%
$117.6 - $138.27 $238K - $280K
3.65K $504K
FLOT
Ishares Tr Fltg Rate Nt ETF

ETFs
6.02K
+ 120340.0%
$50.87 - $51.09 $306K - $307K
6.02K $307K
FNDX
Schwab Fundamental U S Large C

ETFs
12.9K
New
$23.03 - $25.01 $297K - $322K
12.9K $304K
CCL
Carnival Corp

Consumer Cyclical
16.7K
+ 409.54%
$19.08 - $28.49 $318K - $475K
20.7K $404K
IEMG
Ishares Inc

ETFs
5.64K
+ 45.19%
N/A
18.1K $971K
MCO
Moodys Corp

Financial Services
693
+ 23.33%
$437.8 - $527.48 $303K - $366K
3.66K $1.71M
AGG
Ishares Core U.S. Aggregate Bo

ETFs
2.78K
+ 22.28%
$95.85 - $99.25 $266K - $275K
15.2K $1.51M
ZECP
Zacks Tr Earnings Constant Por

ETFs
9.95K
New
$29.24 - $32.07 $291K - $319K
9.95K $299K
Activity Summary
Buys All Purchases 370 New Holdings 57 Increased Positions 313 Sells All Sells 675 Reductions 674 Sold out 1 Options Calls 0 Puts 0
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