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
FICO
Fair Isaac Corp

Technology
10
+ 17.24%
$1695.35 - $2030.47 $17K - $20.3K
68 $125K
TYL
Tyler Technologies Inc

Technology
14
+ 29.17%
$553.41 - $646.74 $7.75K - $9.05K
62 $36K
LAMR
Lamar Advertising CO

Real Estate
127
+ 16.43%
$110.65 - $132.9 $14.1K - $16.9K
900 $102K
G
Genpact LTD

Technology
19
+ 2.17%
$42.88 - $55.54 $815 - $1.06K
895 $45K
UI
Ubiquiti Inc.

Technology
33
+ 45.21%
$300.93 - $431.11 $9.93K - $14.2K
106 $32K
MSTR
Microstrategy Inc

Technology
28
+ 12.02%
$239.27 - $396.5 $6.7K - $11.1K
261 $75K
USB
Us Bancorp \De\

Financial Services
720
+ 16.9%
$40.92 - $50.9 $29.5K - $36.6K
4.98K $210K
EFA
Ishares Tr Msci Eafe ETF

ETFs
91
New
$74.85 - $84.89 $6.81K - $7.72K
91 $7K
PSA
Public Storage

Real Estate
29
+ 0.4%
$288.99 - $313.98 $8.38K - $9.11K
7.19K $2.15M
SJNK
Spdr Bloomberg Short Term High

ETFs
268
+ 8.63%
$25.08 - $25.64 $6.72K - $6.87K
3.37K $84K
SLYV
Spdr S&P 600 Small Cap Value E

ETFs
77
+ 256.67%
$77.33 - $90.16 $5.95K - $6.94K
107 $8K
KBH
Kb Home

Consumer Cyclical
1.17K
+ 14.29%
$57.73 - $70.05 $67.4K - $81.8K
9.34K $542K
HSIC
Henry Schein Inc

Healthcare
77
New
$68.49 - $81.91 $5.27K - $6.31K
77 $5K
MFC
Manulife Financial Corp

Financial Services
163
+ 33.27%
$28.41 - $31.82 $4.63K - $5.19K
653 $20K
EEM
Ishares Msci Emerging Markets

ETFs
123
+ 121.78%
$40.81 - $45.34 $5.02K - $5.58K
224 $9K
WCC
Wesco International Inc

Industrials
77
+ 22.13%
$155.3 - $199.95 $12K - $15.4K
425 $66K
IEO
Ishares Tr

ETFs
1
+ 0.13%
$86.02 - $99.13 $86 - $99.1
753 $71K
LCID
Lucid Group, Inc.

Consumer Cyclical
1.94K
+ 100.21%
$2.03 - $3.48 $3.94K - $6.76K
3.88K $9K
LYV
Live Nation Entertainment, Inc.

Communication Services
23
+ 6.12%
$115.79 - $154.66 $2.66K - $3.56K
399 $52K
YETI
Yeti Holdings, Inc.

Consumer Cyclical
310
+ 24.78%
$31.92 - $38.83 $9.9K - $12K
1.56K $51K
KEYS
Keysight Technologies, Inc.

Technology
41
+ 13.23%
$148.16 - $185.11 $6.07K - $7.59K
351 $52K
GPC
Genuine Parts CO

Consumer Cyclical
16
+ 3.77%
$115.91 - $129.02 $1.85K - $2.06K
440 $52K
TXG
10x Genomics, Inc.

Healthcare
434
New
$8.73 - $16.31 $3.79K - $7.08K
434 $3K
TOST
Toast, Inc.

Technology
113
+ 29.82%
$32.61 - $41.98 $3.68K - $4.74K
492 $16K
VDC
Vanguard Consumer Staples ETF

ETFs
8
+ 44.44%
$206.54 - $226.16 $1.65K - $1.81K
26 $5K
UMBF
Umb Financial Corp

Financial Services
20
+ 117.65%
$98.0 - $122.56 $1.96K - $2.45K
37 $3K
VIS
Vanguard Industrial ETF

ETFs
7
+ 58.33%
$243.63 - $273.99 $1.71K - $1.92K
19 $4K
VTWO
Vanguard Russell 2000 ETF

ETFs
44
+ 12.29%
$80.08 - $92.93 $3.52K - $4.09K
402 $32K
VCR
Vanguard Consumer Discretionar

ETFs
5
+ 55.56%
$318.51 - $391.75 $1.59K - $1.96K
14 $4K
SCHZ
Schwab Us Aggregate Bond ETF

ETFs
19
+ 67.86%
$22.46 - $23.26 $427 - $442
47 $1K
FSIG
First Tr ETF Iv LTD Duration I
22
+ 0.23%
$18.74 - $19.04 $412 - $419
9.42K $178K
EWY
Ishares Inc Msci South Korea E

ETFs
22
New
$51.16 - $58.46 $1.13K - $1.29K
22 $1K
QLTA
Ishares Trust Aaa A Rated Corp

ETFs
39
New
$46.18 - $47.84 $1.8K - $1.87K
39 $1K
EWU
Ishs Msci Utd Kingdom ETF

ETFs
50
New
$33.37 - $38.01 $1.67K - $1.9K
50 $1K
IGIB
Ishares Trust Ishares 5 10 Yea

ETFs
3
+ 0.5%
$50.82 - $52.7 $152 - $158
601 $31K
Blackrock ETF Trust Ii
922
+ 17.75%
N/A
6.12K $0
XONE
Bondbloxx Bloomberg One Year Target Duration Us Treasury ETF

Industrial Goods
6.71K
+ 70.65%
N/A
16.2K $0
NEXT
Next Decade Corp.

Energy
30
New
$6.75 - $9.43 $203 - $283
30 $0
BUYW
Northern Lts Fd Tr Iv Main Buy
2.18K
+ 3.71%
N/A
61K $0
EPOL
Ishares Tr Msci Poland ETF

ETFs
1
New
$20.91 - $29.15 $20.9 - $29.2
1 $0
RAYD
Advsrs Inner Crcl Fd Iii Rayli
75.5K
New
N/A
75.5K $0
BFB
Brown Forman Corp Cl B
810
New
N/A
810 $0
Pimco ETF Tr
22.6K
+ 215.3%
N/A
33.1K $0
ECH
Ishares Inc Mcsi Chile ETF

ETFs
1
New
$24.56 - $30.94 $24.6 - $30.9
1 $0
Ishares Bitcoin Trust ETF
990
New
N/A
990 $0
VUSB
Vanguard Bd Index Fds
32.4K
New
N/A
32.4K $0
LCTD
Blackrock ETF World Ex Us Carb
4.44K
+ 80.83%
N/A
9.93K $0
Blackrock ETF Trust
7.27K
New
N/A
7.27K $0
Aegon LTD
188
+ 1.44%
N/A
13.2K $0
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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