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
TJX
Tjx Companies Inc

Consumer Cyclical
449
+ 1.34%
$112.81 - $126.16 $50.7K - $56.6K
34K $4.14M
ORA
Ormat Technologies, Inc.

Utilities
1.02K
+ 21.45%
$62.47 - $72.93 $64K - $74.7K
5.8K $410K
SCHX
Schwab Strategic Tr Us Large C

ETFs
4.33K
+ 44.84%
$21.75 - $24.28 $94.2K - $105K
14K $308K
PGHY
Invesco ETF Tr Ii Global Short

ETFs
3.91K
+ 10.06%
$19.66 - $20.09 $76.8K - $78.5K
42.7K $846K
SPTI
Spdr Ser Tr Spdr Portfolio Int

ETFs
2.8K
+ 70.64%
$27.64 - $28.58 $77.5K - $80.1K
6.77K $193K
DIHP
Dimensional ETF Tr Dimensional

ETFs
2.22K
+ 16.38%
$25.1 - $27.85 $55.8K - $61.9K
15.8K $425K
NGG
National Grid PLC

Utilities
1.02K
+ 43.3%
$56.13 - $65.61 $57K - $66.6K
3.36K $220K
JMBS
Janus Detroit Str Tr Henderson

ETFs
1.68K
+ 61.93%
$43.53 - $45.42 $73.3K - $76.5K
4.4K $199K
SCHP
Schwab Strategic Us Tips ETF

ETFs
2.65K
+ 42.36%
$25.69 - $26.89 $68K - $71.1K
8.89K $239K
COLD
Americold Realty Trust

Real Estate
3.61K
+ 26.84%
$20.74 - $23.05 $74.8K - $83.1K
17K $365K
MARB
First Tr Exchange Traded Fd Ii

ETFs
3.62K
+ 47.15%
$19.75 - $20.03 $71.5K - $72.5K
11.3K $225K
RDVY
First Trust Rising Dividend Ac

ETFs
1.25K
+ 39.15%
$57.22 - $63.39 $71.4K - $79K
4.43K $259K
XYLD
Global X Fds S&P 500 Covered C

ETFs
2.31K
+ 25.07%
$39.02 - $42.89 $90.3K - $99.2K
11.5K $455K
NEAR
Blackrock Short Maturity Bond

ETFs
923
+ 1.55%
$50.4 - $50.89 $46.5K - $47K
60.3K $3.07M
AMAT
Applied Materials Inc

Technology
1.23K
+ 19.41%
$145.06 - $195.51 $178K - $240K
7.57K $1.1M
NOBL
Proshares S&P 500 Dividend Ari

ETFs
659
New
$97.38 - $104.52 $64.2K - $68.9K
659 $67K
AOM
Ishares Tr Core Moderate Alloc

ETFs
1.19K
+ 3.58%
$42.93 - $44.71 $51.1K - $53.2K
34.5K $1.51M
HSY
Hershey CO

Consumer Defensive
371
+ 22.76%
$144.74 - $186.36 $53.7K - $69.1K
2K $342K
PAMC
Pacer Fds Tr Lunt Midcap Multi

Technology
3.06K
+ 17.44%
$41.11 - $48.92 $126K - $150K
20.6K $873K
BMO
Bank Of Montreal

Financial Services
643
+ 55.67%
$94.92 - $104.14 $61K - $67K
1.8K $171K
HIW
Highwoods Properties, Inc.

Real Estate
2.28K
+ 22.07%
$27.69 - $30.78 $63.1K - $70.1K
12.6K $373K
SPTL
Spdr Portfolio Long Term Treas

ETFs
1.71K
+ 15.12%
$25.54 - $27.64 $43.5K - $47.1K
13K $353K
DGX
Quest Diagnostics Inc

Healthcare
405
+ 85.44%
N/A
879 $120K
JPIE
J P Morgan Exchange Traded Fd
1.12K
+ 12.05%
$45.46 - $46.18 $51K - $51.8K
10.4K $480K
UDR
Udr, Inc.

Real Estate
5
+ 0.02%
$40.09 - $46.04 $200 - $230
30.6K $1.38M
IBDQ
Ishares Ibonds Dec 2025 Term C

ETFs
1.98K
+ 5.69%
$25.05 - $25.16 $49.6K - $49.8K
36.7K $923K
ST
Sensata Technologies Holding PLC

Technology
2.18K
New
$24.27 - $30.0 $52.8K - $65.3K
2.18K $52K
DPZ
Dominos Pizza Inc

Consumer Cyclical
37
+ 4.14%
$402.33 - $489.71 $14.9K - $18.1K
931 $427K
XLB
Select Sector Spdr Fd Material

ETFs
470
+ 8.11%
$83.19 - $90.99 $39.1K - $42.8K
6.27K $538K
IGLB
Ishares 10+ Year Investment Gr

ETFs
743
+ 4.24%
$48.32 - $51.22 $35.9K - $38.1K
18.3K $916K
IEI
Ishares Barclays 3 7 Yr Treas

ETFs
238
+ 2.91%
$114.57 - $118.14 $27.3K - $28.1K
8.43K $995K
USMV
Ishares Msci Usa Min Vol Facto

ETFs
496
+ 184.39%
$87.68 - $94.52 $43.5K - $46.9K
765 $71K
HBAN
Huntington Bancshares Inc

Financial Services
3.68K
+ 55.71%
$14.28 - $17.39 $52.6K - $64K
10.3K $154K
MNST
Monster Beverage Corp

Consumer Defensive
463
+ 14.14%
$46.16 - $58.58 $21.4K - $27.1K
3.74K $218K
WPC
W. P. Carey Inc.

Real Estate
189
+ 5.02%
$53.5 - $65.05 $10.1K - $12.3K
3.95K $249K
LYB
Lyondell Basell Industries N.V.

Basic Materials
668
+ 67.68%
$69.82 - $78.67 $46.6K - $52.6K
1.66K $116K
HUN
Huntsman Corp

Basic Materials
2.78K
New
$15.79 - $18.04 $43.9K - $50.2K
2.78K $43K
QSR
Restaurant Brands International Inc.

Consumer Cyclical
600
+ 24.13%
$60.44 - $69.57 $36.3K - $41.7K
3.09K $205K
DFEV
Dimensional ETF Tr Emerging Mk

ETFs
1.36K
+ 19.45%
$25.44 - $27.95 $34.6K - $38K
8.36K $226K
NTNX
Nutanix, Inc.

Technology
624
New
$61.28 - $77.44 $38.2K - $48.3K
624 $43K
IUSV
Ishares Core S&P U.S. Value Et

ETFs
451
+ 59.97%
$90.0 - $96.32 $40.6K - $43.4K
1.2K $111K
ARE
Alexandria Real Estate Equities, Inc.

Real Estate
551
+ 28.52%
$92.51 - $102.81 $51K - $56.6K
2.48K $229K
DEHP
Dimensional ETF Tr Emerging Mk

ETFs
1.45K
+ 19.63%
$24.27 - $26.2 $35.2K - $38K
8.84K $222K
FINX
Global X Fds Fintech ETF (De)

ETFs
2.31K
+ 34.64%
$27.43 - $33.5 $63.4K - $77.4K
8.98K $247K
VNO
Vornado Realty Trust

Real Estate
3.01K
+ 21.11%
$35.4 - $43.26 $107K - $130K
17.3K $639K
UMC
United Microelectronics Corp

Technology
4.21K
+ 31.11%
$5.69 - $7.15 $23.9K - $30.1K
17.7K $126K
PHG
Koninklijke Philips Nv

Healthcare
1.49K
+ 7.72%
$24.92 - $28.61 $37.1K - $42.5K
20.7K $526K
SBAC
Sba Communications Corp

Real Estate
80
+ 6.41%
$192.76 - $224.91 $15.4K - $18K
1.33K $292K
WEC
Wec Energy Group, Inc.

Utilities
256
+ 37.76%
$92.12 - $108.98 $23.6K - $27.9K
934 $101K
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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