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
PAMC
Pacer Fds Tr Lunt Midcap Multi

Technology
1.2K
+ 5.82%
$37.31 - $43.82 $44.7K - $52.5K
21.8K $955K
KR
Kroger CO

Consumer Defensive
93
+ 0.5%
$64.62 - $74.0 $6.01K - $6.88K
18.7K $1.34M
UPS
United Parcel Service Inc

Industrials
974
+ 51.24%
$91.92 - $110.2 $89.5K - $107K
2.88K $290K
BIIB
Biogen Inc.

Healthcare
643
New
$113.38 - $135.49 $72.9K - $87.1K
643 $80K
WDC
Western Digital Corp

Technology
1.26K
New
$30.54 - $63.99 $38.6K - $80.9K
1.26K $80K
SPTI
Spdr Ser Tr Spdr Portfolio Int

ETFs
2.72K
+ 40.19%
$28.21 - $28.85 $76.8K - $78.5K
9.49K $273K
RSG
Republic Services, Inc.

Industrials
302
+ 52.61%
$227.2 - $258.07 $68.6K - $77.9K
876 $216K
SKYY
First Trust Cloud Computing Et

ETFs
383
+ 23.8%
$89.46 - $121.64 $34.3K - $46.6K
1.99K $242K
RY
Royal Bank Of Canada

Financial Services
470
+ 56.15%
$108.36 - $131.55 $50.9K - $61.8K
1.31K $171K
TDY
Teledyne Technologies Inc

Technology
152
New
$435.54 - $512.31 $66.2K - $77.9K
152 $77K
RMD
Resmed Inc

Healthcare
236
+ 51.3%
$204.54 - $258.0 $48.3K - $60.9K
696 $179K
SCCO
Southern Copper Corp

Basic Materials
768
New
$75.63 - $104.64 $58.1K - $80.4K
768 $77K
DECK
Deckers Outdoor Corp

Consumer Cyclical
869
+ 58.84%
$100.44 - $129.37 $87.3K - $112K
2.35K $241K
MSTR
Microstrategy Inc

Technology
115
+ 44.06%
$237.95 - $421.61 $27.4K - $48.5K
376 $151K
PII
Polaris Inc.

Consumer Cyclical
1.88K
New
$31.97 - $42.61 $60.1K - $80.1K
1.88K $76K
BMI
Badger Meter Inc

Technology
310
New
$170.72 - $254.17 $52.9K - $78.8K
310 $75K
FINX
Global X Fds Fintech ETF (De)

ETFs
449
+ 5.0%
$24.27 - $34.22 $10.9K - $15.4K
9.43K $322K
ROP
Roper Technologies Inc

Industrials
179
+ 14.32%
$519.19 - $590.78 $92.9K - $106K
1.43K $810K
TPR
Tapestry, Inc.

Consumer Cyclical
334
+ 12.78%
$60.6 - $87.81 $20.2K - $29.3K
2.95K $258K
LDOS
Leidos Holdings, Inc.

Technology
378
+ 68.6%
$132.9 - $160.3 $50.2K - $60.6K
929 $146K
DPZ
Dominos Pizza Inc

Consumer Cyclical
177
+ 19.01%
$430.72 - $497.52 $76.2K - $88.1K
1.11K $499K
GGG
Graco Inc

Industrials
840
New
$74.02 - $87.26 $62.2K - $73.3K
840 $72K
DIA
Spdr Dow Jones Industrial Average ETF Trust

ETFs
150
+ 48.08%
$376.48 - $440.65 $56.5K - $66.1K
462 $203K
ACN
Accenture PLC

Technology
486
+ 8.66%
$279.23 - $323.21 $136K - $157K
6.1K $1.82M
SLB
Schlumberger Limited

Energy
2.91K
+ 83.0%
$31.95 - $42.2 $92.9K - $123K
6.41K $216K
DEO
Diageo PLC

Consumer Defensive
1K
+ 12.81%
$99.86 - $115.75 $99.9K - $116K
8.81K $887K
VEU
Vanguard Ftse All World Ex Us

ETFs
45
+ 0.45%
$54.19 - $67.22 $2.44K - $3.02K
10.1K $682K
SWKS
Skyworks Solutions, Inc.

Technology
851
+ 145.72%
$49.2 - $74.95 $41.9K - $63.8K
1.44K $106K
RS
Reliance Steel & Aluminum CO

Basic Materials
217
New
$262.08 - $316.81 $56.9K - $68.7K
217 $68K
HUM
Humana Inc

Healthcare
298
+ 145.37%
$224.93 - $295.04 $67K - $87.9K
503 $122K
USIG
Ishares Tr Broad Usd Inbd Etfv

ETFs
1.33K
+ 307.66%
$49.73 - $51.44 $65.9K - $68.2K
1.76K $90K
ITT
Itt Inc.

Industrials
434
New
$112.67 - $157.95 $48.9K - $68.6K
434 $68K
EQT
Eqt Corp

Energy
1.18K
New
$46.11 - $60.44 $54.4K - $71.3K
1.18K $68K
IBDQ
Ishares Ibonds Dec 2025 Term C

ETFs
2.62K
+ 7.13%
$25.04 - $25.18 $65.6K - $65.9K
39.3K $990K
DXJ
Wisdomtree Trust Japan Hedged

ETFs
384
+ 6.82%
$95.74 - $115.54 $36.8K - $44.4K
6.02K $687K
LQDH
Ishares U S ETF Tr Int Rate He

ETFs
724
+ 32.35%
$88.49 - $92.4 $64.1K - $66.9K
2.96K $273K
FMAY
First Tr Exch Tr Fd Viii Cboe

Technology
1.32K
New
$42.44 - $50.03 $56K - $66K
1.32K $66K
SAN
Banco Santander, S.A.

Financial Services
4.07K
+ 20.68%
$5.72 - $8.32 $23.3K - $33.8K
23.7K $196K
IGIB
Ishares Trust Ishares 5 10 Yea

ETFs
1.21K
+ 200.67%
$51.1 - $53.29 $61.6K - $64.3K
1.81K $96K
ITUB
Itau Unibanco Holding S.A.

Financial Services
9.68K
New
$5.24 - $6.81 $50.7K - $65.9K
9.68K $65K
SMFG
Sumitomo Mitsui Financial Group, Inc.

Financial Services
4.32K
+ 91.93%
$12.23 - $15.46 $52.8K - $66.8K
9.02K $136K
FE
Firstenergy Corp

Utilities
1.58K
+ 33.46%
$38.31 - $43.17 $60.6K - $68.3K
6.31K $254K
ROST
Ross Stores, Inc.

Consumer Cyclical
486
New
$126.62 - $154.26 $61.5K - $75K
486 $62K
RL
Ralph Lauren Corp

Consumer Cyclical
185
+ 91.13%
$182.34 - $286.22 $33.7K - $53K
388 $106K
HSBC
Hsbc Holdings PLC

Financial Services
877
+ 40.98%
$46.68 - $61.09 $40.9K - $53.6K
3.02K $183K
CCJ
Cameco Corp

Energy
821
New
$36.68 - $74.46 $30.1K - $61.1K
821 $60K
CLH
Clean Harbors Inc

Industrials
257
New
$182.1 - $233.5 $46.8K - $60K
257 $59K
FDS
Factset Research Systems Inc

Financial Services
130
New
$398.85 - $473.32 $51.9K - $61.5K
130 $58K
STE
Steris PLC

Healthcare
238
+ 330.56%
$208.55 - $252.55 $49.6K - $60.1K
310 $74K
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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