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
GOOG
Alphabet Inc.

Communication Services
2.66K
+ 12.47%
$146.58 - $180.01 $389K - $478K
23.9K $4.25M
EFV
Msci Eafe Value ETF

ETFs
12.2K
+ 40.07%
$52.4 - $64.65 $639K - $789K
42.6K $2.71M
VRSN
Verisign Inc

Technology
3.09K
+ 661.67%
$234.49 - $288.8 $725K - $892K
3.56K $1.03M
JBL
Jabil Inc

Technology
3.62K
+ 292.8%
$116.88 - $218.1 $423K - $789K
4.86K $1.06M
PLMR
Palomar Holdings, Inc.

Financial Services
5.72K
New
$129.99 - $175.67 $744K - $1M
5.72K $882K
AGG
Ishares Core U.S. Aggregate Bo

ETFs
8.73K
+ 57.34%
$96.84 - $99.46 $846K - $868K
24K $2.38M
AOA
Ishares Tr Core Aggressive All

ETFs
3.3K
+ 4.03%
$69.46 - $83.4 $229K - $276K
85.2K $7.11M
HWM
Howmet Aerospace Inc.

Industrials
2.14K
+ 30.53%
$112.33 - $186.13 $240K - $398K
9.14K $1.7M
BCS
Barclays PLC

Financial Services
30.9K
+ 47.98%
$12.69 - $18.61 $392K - $575K
95.2K $1.77M
BKNG
Booking Holdings Inc.

Consumer Cyclical
57
+ 16.15%
$4164.15 - $5789.24 $237K - $330K
410 $2.37M
AOR
Ishares Tr Core Growth Allocat

ETFs
7.43K
+ 10.85%
$53.36 - $61.57 $396K - $457K
75.8K $4.67M
TSM
Taiwan Semiconductor Manufacturing CO LTD

Technology
147
+ 1.28%
$141.37 - $228.57 $20.8K - $33.6K
11.6K $2.63M
SUSC
Ishares Tr Esg Aware Usd Corpo

ETFs
29.9K
+ 42.24%
$22.43 - $23.23 $670K - $694K
101K $2.34M
USXF
Ishares Esg Advanced Msci Usa

Technology
6.66K
+ 14.32%
$41.54 - $53.93 $277K - $359K
53.2K $2.87M
LDUR
Pimco Enhanced Low Duration Ac

ETFs
7.15K
+ 62.63%
$94.78 - $95.97 $678K - $686K
18.6K $1.78M
DB
Deutsche Bank Aktiengesellschaft

Financial Services
23.1K
New
$19.5 - $30.4 $451K - $703K
23.1K $676K
INTU
Intuit Inc

Technology
214
+ 7.45%
$544.07 - $787.63 $116K - $169K
3.09K $2.43M
SPLG
Spdr Portfolio S&P 500 ETF (Ma

ETFs
3.2K
+ 5.12%
$58.41 - $72.69 $187K - $233K
65.8K $4.78M
IEF
Ishares Barclays

ETFs
6.84K
+ 121.46%
$93.15 - $96.56 $637K - $660K
12.5K $1.19M
TMAT
Northern Lts Fd Tr Iv Main The

ETFs
13.4K
+ 21.99%
$15.54 - $23.35 $208K - $312K
74.2K $1.73M
SCHG
Schwab Strategic Tr Us Large C

ETFs
13.5K
+ 22.77%
$22.27 - $29.21 $301K - $394K
72.8K $2.13M
V
Visa Inc.

Financial Services
1.63K
+ 12.04%
$308.27 - $373.31 $502K - $608K
15.1K $5.38M
CIBR
First Tr Fd Ii Nasdaq Cybersec

ETFs
5.55K
+ 32.13%
$57.46 - $75.58 $319K - $420K
22.8K $1.73M
ES
Eversource Energy

Utilities
9.62K
New
$54.25 - $65.89 $522K - $634K
9.62K $611K
RWR
Spdr Dow Jones Reit ETF

ETFs
6.33K
New
$86.33 - $99.71 $547K - $631K
6.33K $610K
MINT
Pimco ETF Tr Enhanced Sht Matu

ETFs
6.11K
+ 10.53%
$100.04 - $100.54 $611K - $614K
64.1K $6.44M
CAH
Cardinal Health Inc

Healthcare
856
+ 5.68%
$125.0 - $168.0 $107K - $144K
15.9K $2.67M
HOOD
Robinhood Markets, Inc.

Technology
6.27K
New
$34.17 - $93.63 $214K - $587K
6.27K $586K
XLY
Select Sector Spdr Consumer Di

ETFs
1.21K
+ 7.75%
$176.34 - $218.59 $213K - $264K
16.8K $3.64M
NDAQ
Nasdaq, Inc.

Financial Services
5.73K
+ 135.04%
$66.4 - $89.42 $380K - $512K
9.97K $891K
SCHB
Schwab Strategic Tr Us Broad M

ETFs
13.5K
+ 15.69%
$19.1 - $23.83 $258K - $322K
99.7K $2.37M
DGRO
Ishares Core Dividend Growth E

ETFs
7.66K
+ 96.11%
$55.22 - $63.94 $423K - $490K
15.6K $999K
HON
Honeywell International Inc

Industrials
1.85K
+ 52.96%
$182.86 - $232.88 $339K - $432K
5.36K $1.25M
TXN
Texas Instruments Inc

Technology
2.59K
+ 18.56%
N/A
16.6K $3.22M
EAGG
Ishares Esg Aware U.S. Aggrega

ETFs
10.4K
+ 33.77%
$46.41 - $47.7 $483K - $497K
41.2K $1.96M
DMXF
Ishares Esg Advanced Msci Eafe

Technology
5.5K
+ 48.97%
$59.98 - $74.92 $330K - $412K
16.7K $1.24M
SHYG
Ishares 0 5 Year High Yield CO

ETFs
10.8K
+ 31.3%
$40.82 - $43.14 $442K - $467K
45.4K $1.96M
CCL
Carnival Corp

Consumer Cyclical
11K
+ 52.91%
$16.43 - $28.12 $180K - $308K
31.7K $891K
JEPI
J P Morgan Exchange Traded Fd

ETFs
8.31K
+ 49.79%
$51.14 - $57.0 $425K - $474K
25K $1.42M
AVEM
American Centy ETF Tr Avantis

ETFs
862
+ 1.84%
$53.08 - $68.54 $45.8K - $59.1K
47.7K $3.27M
UBER
Uber Technologies, Inc

Technology
1.82K
+ 13.57%
$64.62 - $93.3 $118K - $170K
15.2K $1.42M
XLP
Consumer Staples Sector Spdr

ETFs
5.79K
+ 26.65%
N/A
27.5K $2.09M
ILMN
Illumina, Inc.

Healthcare
4.57K
New
$70.3 - $95.41 $321K - $436K
4.57K $435K
SR
Spire Inc

Utilities
5.9K
New
$71.03 - $79.07 $419K - $466K
5.9K $430K
PM
Philip Morris International Inc.

Consumer Defensive
1.38K
+ 18.52%
$149.23 - $184.95 $206K - $255K
8.82K $1.61M
IEMG
Ishares Inc

ETFs
7.47K
+ 41.23%
N/A
25.6K $1.37M
HYMB
Spdr Nuveen Bloomberg High Yie

ETFs
16K
New
$24.14 - $25.43 $386K - $407K
16K $396K
ACM
Aecom

Industrials
3.52K
New
$87.19 - $113.06 $306K - $397K
3.52K $396K
O
Realty Income Corp

Real Estate
7.09K
+ 23.72%
$52.27 - $58.52 $370K - $415K
37K $2.13M
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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