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
KEY
Keycorp

Financial Services
10.7K
New
$13.23 - $17.42 $141K - $186K
10.7K $185K
MKL
Markel Corp

Financial Services
92
New
$1678.5 - $1997.36 $154K - $184K
92 $183K
PLYM
Plymouth Industrial Reit, Inc.

Real Estate
11.2K
New
$13.46 - $16.77 $151K - $188K
11.2K $179K
GD
General Dynamics Corp

Industrials
522
+ 42.96%
$247.68 - $291.66 $129K - $152K
1.74K $506K
BSCT
Invesco Index Fd Tr Bulletshar

ETFs
9.33K
New
$18.28 - $18.7 $170K - $174K
9.33K $174K
APH
Amphenol Corp

Technology
254
+ 5.67%
$59.09 - $98.75 $15K - $25.1K
4.74K $467K
HD
Home Depot, Inc.

Consumer Cyclical
443
+ 16.21%
$335.24 - $380.78 $149K - $169K
3.18K $1.16M
GIS
General Mills Inc

Consumer Defensive
3.83K
+ 85.6%
$50.37 - $60.97 $193K - $233K
8.3K $430K
T
At&T Inc.

Communication Services
4.99K
+ 18.66%
$26.33 - $28.94 $131K - $144K
31.7K $918K
RCL
Royal Caribbean Cruises LTD

Consumer Cyclical
31
+ 2.24%
$177.93 - $313.14 $5.52K - $9.71K
1.42K $443K
JIRE
J P Morgan Exchg Traded Fd Tr

ETFs
1.84K
+ 45.29%
$56.88 - $70.77 $105K - $130K
5.91K $418K
EUFN
Ishares Msci Europe Financials

ETFs
3.98K
+ 37.61%
$24.77 - $32.27 $98.5K - $128K
14.5K $460K
IQV
Iqvia Holdings Inc.

Healthcare
1.38K
+ 44.56%
$137.0 - $174.37 $189K - $240K
4.47K $703K
GM
General Motors CO

Consumer Cyclical
3.05K
+ 107.54%
$42.48 - $50.46 $130K - $154K
5.89K $290K
ADP
Automatic Data Processing Inc

Industrials
464
+ 14.08%
$276.76 - $326.81 $128K - $152K
3.76K $1.16M
ADC
Agree Realty Corp

Real Estate
2.24K
+ 84.59%
$70.68 - $79.12 $158K - $177K
4.89K $356K
BTI
British American Tobacco P.L.C.

Consumer Defensive
2.05K
+ 22.95%
$39.43 - $49.34 $81K - $101K
11K $520K
CRWD
Crowd Strike Holdings, Inc.

Technology
104
+ 16.8%
$321.63 - $509.31 $33.4K - $53K
723 $368K
USFD
Us Foods Holding Corp.

Consumer Defensive
1.88K
+ 489.09%
$60.47 - $79.12 $114K - $149K
2.27K $174K
NU
Nu Holdings Ltd.

Financial Services
9.99K
+ 336.84%
$9.6 - $13.72 $95.9K - $137K
13K $177K
RBLX
Roblox Corp

Communication Services
1.37K
New
$51.22 - $105.59 $70.1K - $145K
1.37K $144K
BBVA
Banco Bilbao Vizcaya Argentaria, S.A.

Financial Services
8.68K
+ 144.66%
$11.9 - $15.57 $103K - $135K
14.7K $225K
MT
Arcelor Mittal

Basic Materials
3.66K
+ 36.36%
$23.47 - $31.65 $85.9K - $116K
13.7K $433K
AFRM
Affirm Holdings, Inc.

Technology
2.07K
New
$35.75 - $69.14 $74.1K - $143K
2.07K $143K
COIN
Coinbase Global, Inc.

Technology
408
New
$151.47 - $375.07 $61.8K - $153K
408 $142K
HSY
Hershey CO

Consumer Defensive
915
+ 45.73%
$151.29 - $173.13 $138K - $158K
2.92K $483K
YUM
Yum Brands Inc

Consumer Cyclical
1.02K
+ 69.06%
$138.36 - $161.45 $141K - $165K
2.5K $370K
FCTR
First Tr Exchange Traded Fd

ETFs
1.44K
+ 4.94%
$27.76 - $33.99 $39.9K - $48.8K
30.5K $1.04M
OEF
Ishares S&P 100 ETF

ETFs
520
+ 35.02%
N/A
2.01K $533K
FEZ
Spdr Euro Stoxx 50 ETF

ETFs
2.27K
New
$48.22 - $60.41 $110K - $137K
2.27K $135K
PFE
Pfizer Inc

Healthcare
6.1K
+ 51.1%
$21.59 - $24.84 $132K - $152K
18K $437K
ASX
Ase Technology Holding Co., Ltd.

Technology
13K
New
$7.42 - $10.65 $96.4K - $138K
13K $134K
FPE
First Tr Pfd Secs & Income ETF

ETFs
7.53K
New
$16.93 - $17.81 $128K - $134K
7.53K $134K
FDN
First Tr Fd Dow Jones

ETFs
496
New
$200.29 - $269.33 $99.3K - $134K
496 $133K
ADI
Analog Devices Inc

Technology
205
+ 8.92%
$164.6 - $238.02 $33.7K - $48.8K
2.5K $596K
IWR
Ishares Russell Mid Cap ETF

ETFs
740
+ 7.97%
$74.88 - $91.97 $55.4K - $68.1K
10K $921K
PFF
Ishares Trust Ishares Pfd And

ETFs
4.33K
New
$29.0 - $30.68 $126K - $133K
4.33K $132K
PHG
Koninklijke Philips Nv

Healthcare
6.65K
+ 32.05%
$21.67 - $25.64 $144K - $170K
27.4K $656K
GPS
Gap Inc

Consumer Cyclical
6.4K
New
N/A
6.4K $129K
KDP
Keurig Dr Pepper Inc.

Consumer Defensive
4.16K
+ 61.83%
$32.56 - $35.71 $135K - $149K
10.9K $359K
NTRA
Natera, Inc.

Healthcare
764
New
$132.23 - $171.87 $101K - $131K
764 $129K
SPTL
Spdr Portfolio Long Term Treas

ETFs
5.12K
+ 39.43%
$25.48 - $27.78 $130K - $142K
18.1K $481K
SGOV
Ishares Trishares 0 3 Mnth Tre

ETFs
1.27K
+ 102.34%
$100.35 - $100.71 $127K - $128K
2.51K $252K
VGSH
Vanguard

ETFs
2.14K
+ 75.26%
$58.32 - $58.95 $125K - $126K
4.98K $292K
LMT
Lockheed Martin Corp

Industrials
222
+ 16.25%
$430.82 - $486.45 $95.6K - $108K
1.59K $735K
SNN
Smith & Nephew PLC

Healthcare
3.4K
+ 38.94%
$24.97 - $30.63 $84.9K - $104K
12.1K $371K
CYBR
Cyber Ark Software Ltd.

Technology
307
New
$305.98 - $406.88 $93.9K - $125K
307 $124K
IEUR
Ishares Tr Ishares Core Msci E

ETFs
737
+ 5.99%
$53.75 - $67.21 $39.6K - $49.5K
13K $862K
BWXT
Bwx Technologies, Inc.

Industrials
854
New
$89.24 - $144.06 $76.2K - $123K
854 $123K
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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