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
ILF
Ishares Latin America 40 ETF

ETFs
12.5K
+ 668.98%
$20.87 - $24.43 $261K - $306K
14.4K $338K
SNY
Sanofi

Healthcare
3.2K
+ 20.97%
$48.15 - $59.42 $154K - $190K
18.5K $1.02M
JQUA
J P Morgan ETF Tr U S Quality

ETFs
4.93K
+ 492800.0%
$55.41 - $60.74 $273K - $299K
4.93K $278K
CMS
Cms Energy Corp

Utilities
3.54K
+ 274.21%
$64.99 - $75.11 $230K - $266K
4.83K $362K
HEDJ
Wisdomtree Europe Hedged Equit

ETFs
5.62K
New
$43.6 - $49.84 $245K - $280K
5.62K $266K
KBWD
Invesco ETF Tr Ii Kbw High Div

ETFs
18.5K
+ 184.67%
$14.31 - $15.69 $264K - $290K
28.5K $411K
TYA
Simplify Exchange Traded Fds S

ETFs
20.4K
New
N/A
20.4K $258K
IAU
Ishares Gold Trust

ETFs
2.93K
+ 33.34%
$49.74 - $58.96 $146K - $173K
11.7K $690K
CCI
Crown Castle International Corp

Real Estate
747
+ 5.7%
$84.33 - $106.39 $63K - $79.5K
13.9K $1.44M
PPL
Ppl Corp

Utilities
5.53K
+ 41.36%
$31.68 - $36.11 $175K - $200K
18.9K $682K
DFEM
Dimensional ETF Tr Emerging Mk

ETFs
8.84K
+ 59.95%
$25.35 - $27.46 $224K - $243K
23.6K $624K
EWG
Ishares Msci Germany ETF

ETFs
6.39K
New
$31.57 - $39.31 $202K - $251K
6.39K $236K
ELV
Elevance Health, Inc.

Healthcare
304
+ 20.69%
$365.9 - $436.25 $111K - $133K
1.77K $771K
DFAT
Dimensional ETF Tr U S Target

ETFs
4.3K
New
$50.44 - $58.1 $217K - $250K
4.3K $221K
XOP
Spdr Ser Tr Oil & Gas Explorat

ETFs
1.67K
New
$120.5 - $145.97 $202K - $244K
1.67K $220K
LXP
Lxp Industrial Trust

Real Estate
24.4K
New
$7.72 - $9.22 $189K - $225K
24.4K $211K
IVE
Ishares S&P 500 Value ETF

ETFs
1.12K
+ 14.4%
$185.78 - $198.58 $208K - $222K
8.89K $1.69M
IGV
Ishares Expanded Tech Software

ETFs
2.46K
+ 215.2%
$88.3 - $107.83 $218K - $266K
3.61K $321K
LQDH
Ishares U S ETF Tr Int Rate He

ETFs
2.24K
New
$92.03 - $93.95 $206K - $210K
2.24K $206K
PHM
Pultegroup Inc

Consumer Cyclical
2.12K
+ 61.38%
$101.09 - $118.51 $214K - $251K
5.56K $571K
MMM
3 M CO

Industrials
1.03K
+ 41.73%
$129.7 - $155.12 $134K - $160K
3.51K $514K
EUFN
Ishares Msci Europe Financials

ETFs
5.89K
+ 125.85%
$23.03 - $29.47 $136K - $174K
10.6K $301K
DMXF
Ishares Esg Advanced Msci Eafe

Technology
2.47K
+ 28.27%
$63.91 - $70.19 $158K - $174K
11.2K $755K
PUK
Prudential PLC

Financial Services
318
+ 1.0%
$14.54 - $21.92 $4.62K - $6.97K
32.1K $691K
AWK
American Water Works Company, Inc.

Utilities
709
+ 21.37%
$121.01 - $149.31 $85.8K - $106K
4.03K $593K
VRT
Vertiv Holdings CO

Industrials
2.01K
+ 85.44%
N/A
4.37K $378K
O
Realty Income Corp

Real Estate
589
+ 2.01%
$51.67 - $58.49 $30.4K - $34.5K
29.9K $1.73M
MPW
Medical Properties Trust Inc

Real Estate
22.8K
+ 155.97%
$3.83 - $6.21 $87.3K - $142K
37.4K $225K
BUD
Anheuser Busch In Bev Sa

Consumer Defensive
644
+ 6.02%
$46.15 - $63.53 $29.7K - $40.9K
11.3K $697K
GLPI
Gaming & Leisure Properties, Inc.

Real Estate
2.21K
+ 13.94%
$45.62 - $51.12 $101K - $113K
18.1K $919K
TSPA
T Rowe Price ETF Inc Us Equity

ETFs
4.4K
New
$34.58 - $38.65 $152K - $170K
4.4K $154K
HEFA
Ishares Currency Hedged Msci E

ETFs
3.98K
+ 969.76%
$34.83 - $37.52 $138K - $149K
4.39K $159K
AOS
Smith A O Corp

Industrials
2.24K
+ 210.81%
$65.16 - $72.69 $146K - $163K
3.31K $216K
JCPB
J P Morgan Exchange Traded Fd

ETFs
2.48K
+ 11.95%
$45.56 - $47.23 $113K - $117K
23.2K $1.09M
MTD
Mettler Toledo International Inc

Healthcare
116
+ 81.69%
$1177.09 - $1390.0 $137K - $161K
258 $304K
DFSV
Dimensional ETF Tr Dimensional

ETFs
7.62K
+ 20.91%
$27.56 - $32.1 $210K - $245K
44K $1.24M
HYG
Ishares Tr

ETFs
1.35K
+ 7.41%
$78.51 - $80.11 $106K - $108K
19.6K $1.55M
IDEV
Ishares Core Msci Intl Develop

ETFs
809
+ 6.93%
$63.77 - $71.36 $51.6K - $57.7K
12.5K $860K
ENB
Enbridge Inc

Energy
2.28K
+ 303.33%
$41.54 - $45.45 $94.6K - $104K
3.03K $134K
SUI
Sun Communities Inc

Real Estate
512
+ 8.29%
$120.53 - $136.43 $61.7K - $69.9K
6.69K $860K
SE
Sea LTD

Consumer Cyclical
131
+ 3.8%
$104.87 - $146.31 $13.7K - $19.2K
3.58K $466K
JWN
Nordstrom Inc

Consumer Cyclical
3.96K
+ 1350.51%
$24.01 - $24.46 $95K - $96.8K
4.25K $103K
DISV
Dimensional ETF Tr Dimensional

ETFs
2.05K
+ 15.59%
$26.09 - $30.21 $53.4K - $61.9K
15.2K $442K
MELI
Mercadolibre Inc

Consumer Cyclical
2
+ 0.58%
$1739.0 - $2260.0 $3.48K - $4.52K
346 $675K
EUSB
Ishares Tr Esg Advanced Total

Technology
515
+ 0.63%
$42.05 - $43.43 $21.7K - $22.4K
82.4K $3.57M
VPN
Global X Fds Data Ctr Reits &

ETFs
5.71K
+ 48.14%
N/A
17.6K $279K
WY
Weyerhaeuser CO

Real Estate
2.17K
+ 9.41%
$27.29 - $31.39 $59.2K - $68.1K
25.2K $738K
ALTL
Pacer Lunt Large Cap Altenator

Technology
3.87K
+ 20.3%
$33.5 - $39.69 $130K - $154K
22.9K $798K
MUB
Ishares National Muni Bond ETF

ETFs
925
+ 11.37%
$104.71 - $107.69 $96.9K - $99.6K
9.06K $955K
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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