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
EEMA
Ishares Msci Emerging Markets

ETFs
4.68K
New
$64.59 - $83.0 $302K - $388K
4.68K $386K
LEN
Lennar Corp

Consumer Cyclical
3.39K
+ 437.55%
$102.76 - $115.66 $348K - $392K
4.17K $460K
PAVE
Global X Fds Us Infrastructure

ETFs
5.92K
+ 38.18%
$33.78 - $43.68 $200K - $259K
21.4K $934K
SNPS
Synopsys Inc

Technology
617
+ 199.03%
$380.9 - $517.66 $235K - $319K
927 $475K
PH
Parker Hannifin Corp

Industrials
245
+ 14.23%
$517.23 - $700.54 $127K - $172K
1.97K $1.37M
IVE
Ishares S&P 500 Value ETF

ETFs
1.38K
+ 15.53%
$168.34 - $195.42 $232K - $270K
10.3K $2.01M
SPSM
Spdr Portfolio S&P 600 Small C

ETFs
6.72K
+ 47.92%
$35.35 - $42.68 $238K - $287K
20.7K $883K
ELS
Equity Lifestyle Properties Inc

Real Estate
5.6K
+ 82.4%
$61.46 - $68.02 $344K - $381K
12.4K $764K
NVO
Novo Nordisk A S

Healthcare
4.58K
+ 43.09%
$58.08 - $81.05 $266K - $371K
15.2K $1.05M
VICI
Vici Properties Inc.

Real Estate
9.41K
+ 14.21%
$29.41 - $32.97 $277K - $310K
75.6K $2.46M
JNK
Spdr Bloomberg High Yield Bond

ETFs
2.79K
+ 57.54%
$91.23 - $97.27 $254K - $271K
7.64K $742K
RWX
Spdr Dow Jones International R

ETFs
10.1K
New
$23.06 - $27.4 $233K - $277K
10.1K $277K
ETN
Eaton Corp PLC

Industrials
355
+ 20.47%
$246.52 - $356.99 $87.5K - $127K
2.09K $745K
FISR
Ssga Active Tr Spdr Ssga Fixed

ETFs
10.5K
+ 27.87%
$25.13 - $26.07 $265K - $275K
48.4K $1.25M
ILF
Ishares Latin America 40 ETF

ETFs
8.88K
+ 61.78%
$21.35 - $26.21 $190K - $233K
23.3K $609K
CSCO
Cisco Systems, Inc.

Technology
883
+ 3.3%
$53.19 - $69.38 $47K - $61.3K
27.6K $1.92M
ZROZ
Pimco ETF Tr 25+ Yr Zero Cpn U

ETFs
3.95K
New
$62.08 - $73.58 $245K - $290K
3.95K $264K
TT
Trane Technologies PLC

Industrials
401
+ 45.57%
$315.21 - $437.41 $126K - $175K
1.28K $560K
SHV
Ishares Tr

ETFs
2.38K
+ 183.03%
$110.06 - $110.46 $262K - $263K
3.69K $406K
ABNB
Airbnb, Inc.

Consumer Cyclical
1.84K
+ 246.65%
$105.69 - $140.64 $194K - $259K
2.59K $342K
BXP
Boston Properties Inc

Real Estate
3.64K
+ 17.98%
$56.86 - $74.12 $207K - $269K
23.9K $1.61M
NGG
National Grid PLC

Utilities
2.93K
+ 87.26%
$62.74 - $74.79 $184K - $219K
6.29K $468K
SIXO
Aim ETF Tr Allianzim Us Lg Cap

ETFs
7.47K
New
$29.36 - $33.11 $219K - $247K
7.47K $247K
MELI
Mercadolibre Inc

Consumer Cyclical
2
+ 0.58%
$1794.73 - $2613.63 $3.59K - $5.23K
348 $909K
VRE
Veris Residential, Inc.

Real Estate
15.8K
New
$14.58 - $17.11 $230K - $269K
15.8K $234K
IWY
Ishares Tr Russell 200 Growth

ETFs
233
+ 4.79%
$187.5 - $246.51 $43.7K - $57.4K
5.09K $1.26M
VOX
Vanguard Communication Service

ETFs
1.33K
New
$133.12 - $171.03 $177K - $227K
1.33K $227K
SHG
Shinhan Financial Group CO LTD

Financial Services
6.52K
New
N/A
6.52K $225K
CZR
Caesars Entertainment, Inc.

Consumer Cyclical
7.82K
New
$23.18 - $30.7 $181K - $240K
7.82K $222K
STAG
Stag Industrial, Inc.

Real Estate
6.05K
+ 95.47%
$30.08 - $37.02 $182K - $224K
12.4K $449K
VST
Vistra Corp.

Utilities
397
+ 21.36%
$98.07 - $195.04 $38.9K - $77.4K
2.26K $437K
SBAC
Sba Communications Corp

Real Estate
848
+ 63.86%
$208.57 - $243.4 $177K - $206K
2.18K $511K
COF
Capital One Financial Corp

Financial Services
688
+ 32.22%
$150.57 - $212.76 $104K - $146K
2.82K $600K
VMBS
Vanguard Mortg Backed Sec ETF

ETFs
4.66K
New
$45.2 - $46.6 $211K - $217K
4.66K $216K
SCHW
Schwab Charles Corp

Financial Services
202
+ 1.38%
$69.06 - $91.24 $14K - $18.4K
14.8K $1.35M
BA
Boeing CO

Industrials
757
+ 65.09%
$136.59 - $217.51 $103K - $165K
1.92K $402K
GSUS
Goldman Sachs ETF Tr Marketbet

ETFs
2.36K
New
$68.32 - $85.57 $161K - $202K
2.36K $201K
DIS
Walt Disney CO

Communication Services
198
+ 2.87%
$81.72 - $124.01 $16.2K - $24.6K
7.09K $878K
SPOT
Spotify Technology S.A.

Communication Services
90
+ 15.28%
$503.3 - $775.9 $45.3K - $69.8K
679 $521K
IBHE
Ishares Ibonds 2025 Term High

ETFs
8.53K
New
$22.98 - $23.27 $196K - $198K
8.53K $198K
CATH
Global X Fds Global X S&P 500

ETFs
2.61K
New
$59.85 - $75.45 $156K - $197K
2.61K $196K
FFIV
F5, Inc.

Technology
369
+ 12.1%
$239.25 - $295.9 $88.3K - $109K
3.42K $1.01M
FLJP
Franklin Templeton ETF Tr

ETFs
5.92K
New
$26.35 - $32.28 $156K - $191K
5.92K $190K
CMG
Chipotle Mexican Grill Inc

Consumer Cyclical
3.18K
+ 167.21%
$45.98 - $56.15 $146K - $178K
5.08K $285K
CACI
Caci International Inc

Technology
440
New
N/A
440 $188K
HYDB
Ishares Tr Edge High Yield Def

ETFs
3.96K
New
$44.64 - $47.48 $177K - $188K
3.96K $188K
IR
Ingersoll Rand Inc.

Industrials
2.24K
+ 337.35%
$66.75 - $84.94 $150K - $190K
2.9K $241K
ICE
Intercontinental Exchange, Inc.

Financial Services
944
+ 72.12%
$151.62 - $183.47 $143K - $173K
2.25K $413K
CARR
Carrier Global Corp

Industrials
1.33K
+ 14.73%
$55.55 - $75.83 $73.7K - $101K
10.3K $755K
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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