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
OTIS
Otis Worldwide Corp

Industrials
605
+ 141.36%
$90.88 - $104.3 $55K - $63.1K
1.03K $102K
SSNC
Ss&C Technologies Holdings Inc

Technology
696
+ 191.74%
$71.96 - $83.42 $50.1K - $58.1K
1.06K $87K
IGEB
Ishares Tr Edge Invt Grade Enh

ETFs
1.15K
+ 10.82%
$43.65 - $45.44 $50.1K - $52.2K
11.8K $534K
USHY
Ishares Tr Broad Usd High Yiel

ETFs
1.5K
New
$35.3 - $37.51 $53.1K - $56.4K
1.5K $56K
IBKR
Interactive Brokers Group, Inc.

Financial Services
3.54K
+ 278.3%
$50.53 - $212.53 $179K - $752K
4.81K $266K
TRU
Trans Union

Industrials
644
New
$69.26 - $91.89 $44.6K - $59.2K
644 $56K
CIEN
Ciena Corp

Technology
667
New
$53.5 - $83.89 $35.7K - $56K
667 $54K
IDXX
Idexx Laboratories Inc

Healthcare
45
+ 17.86%
$361.04 - $536.34 $16.2K - $24.1K
297 $159K
HII
Huntington Ingalls Industries, Inc.

Industrials
225
New
$183.31 - $241.46 $41.2K - $54.3K
225 $54K
JNPR
Juniper Networks Inc

Technology
1.36K
New
$33.93 - $39.93 $46.1K - $54.3K
1.36K $54K
DOX
Amdocs LTD

Technology
585
+ 33.85%
$80.46 - $94.08 $47.1K - $55K
2.31K $211K
CNC
Centene Corp

Healthcare
982
New
$53.4 - $64.29 $52.4K - $63.1K
982 $53K
HLT
Hilton Worldwide Holdings Inc.

Consumer Cyclical
42
+ 3.87%
$201.28 - $266.34 $8.45K - $11.2K
1.13K $300K
MO
Altria Group, Inc.

Consumer Defensive
1.03K
+ 17.5%
$55.56 - $60.91 $57.4K - $63K
6.94K $407K
XRAY
Dentsply Sirona Inc.

Healthcare
3.33K
New
$12.55 - $16.75 $41.8K - $55.8K
3.33K $52K
EPR
Epr Properties

Real Estate
875
New
$43.53 - $59.11 $38.1K - $51.7K
875 $50K
KIM
Kimco Realty Corp

Real Estate
2.74K
+ 7.48%
$18.7 - $21.69 $51.2K - $59.4K
39.4K $827K
AZN
Astrazeneca PLC

Healthcare
1.73K
+ 8.85%
$64.87 - $75.0 $112K - $130K
21.3K $1.49M
CMA
Comerica Inc

Financial Services
840
New
$50.42 - $59.65 $42.4K - $50.1K
840 $50K
EXPD
Expeditors International Of Washington Inc

Industrials
443
New
$102.84 - $122.24 $45.6K - $54.2K
443 $50K
HEI
Heico Corp

Industrials
155
New
$236.44 - $328.0 $36.6K - $50.8K
155 $50K
PCOR
Procore Technologies, Inc.

Technology
731
New
$56.26 - $72.4 $41.1K - $52.9K
731 $50K
MOS
Mosaic CO

Basic Materials
1.38K
New
$22.76 - $36.95 $31.4K - $51K
1.38K $50K
OMF
One Main Holdings, Inc.

Financial Services
863
New
$40.42 - $57.0 $34.9K - $49.2K
863 $49K
LAMR
Lamar Advertising CO

Real Estate
352
+ 39.11%
$102.35 - $121.67 $36K - $42.8K
1.25K $151K
ALSN
Allison Transmission Holdings Inc

Consumer Cyclical
512
New
$84.41 - $106.28 $43.2K - $54.4K
512 $48K
BR
Broadridge Financial Solutions, Inc.

Technology
198
+ 78.57%
$217.22 - $246.25 $43K - $48.8K
450 $109K
DRI
Darden Restaurants Inc

Consumer Cyclical
154
+ 10.79%
$186.58 - $225.78 $28.7K - $34.8K
1.58K $344K
SONY
Sony Group Corp

Technology
1.64K
+ 22.5%
$21.24 - $26.88 $34.8K - $44.1K
8.93K $232K
FNF
Fidelity National Financial, Inc.

Financial Services
840
New
$53.62 - $66.59 $45K - $55.9K
840 $47K
MBB
Ishares Tr

ETFs
478
+ 8.12%
$91.41 - $94.22 $43.7K - $45K
6.36K $597K
GWRE
Guidewire Software, Inc.

Technology
32
+ 4.03%
$172.73 - $257.37 $5.53K - $8.24K
826 $194K
HLN
Haleon PLC

Healthcare
4.49K
New
$9.27 - $11.41 $41.6K - $51.3K
4.49K $46K
AVT
Avnet Inc

Technology
867
New
$41.51 - $53.08 $36K - $46K
867 $46K
HBAN
Huntington Bancshares Inc

Financial Services
1.63K
+ 15.82%
$12.49 - $16.76 $20.3K - $27.3K
11.9K $199K
TYL
Tyler Technologies Inc

Technology
76
+ 122.58%
$521.68 - $592.84 $39.6K - $45.1K
138 $81K
SPR
Spirit Aero Systems Holdings, Inc.

Industrials
1.19K
New
$29.03 - $38.72 $34.7K - $46.2K
1.19K $45K
LPLA
Lpl Financial Holdings Inc.

Financial Services
43
+ 7.03%
$283.31 - $388.96 $12.2K - $16.7K
655 $245K
USB
Us Bancorp \De\

Financial Services
630
+ 12.65%
$36.4 - $45.76 $22.9K - $28.8K
5.61K $253K
VCLT
Vanguard Lg Trm Corp Bd ETF

ETFs
560
+ 12.51%
$72.12 - $76.23 $40.4K - $42.7K
5.04K $382K
HPP
Hudson Pacific Properties, Inc.

Real Estate
16K
New
$1.86 - $3.08 $29.8K - $49.4K
16K $43K
VONG
Vanguard Russell 1000 Growth E

ETFs
388
+ 2586.67%
$82.51 - $109.2 $32K - $42.4K
403 $44K
G
Genpact LTD

Technology
1.09K
+ 121.56%
$40.65 - $50.56 $44.2K - $55K
1.98K $87K
CME
Cme Group Inc.

Financial Services
103
+ 8.44%
$252.37 - $290.71 $26K - $29.9K
1.32K $364K
GLW
Corning Inc

Technology
230
+ 5.28%
$39.07 - $52.59 $8.99K - $12.1K
4.58K $240K
LBRDK
Liberty Broadband Corp

Communication Services
420
New
$73.65 - $101.29 $30.9K - $42.5K
420 $41K
ERIC
Ericsson Lm Telephone CO

Technology
4.8K
New
$6.77 - $8.86 $32.5K - $42.5K
4.8K $40K
MLM
Martin Marietta Materials Inc

Basic Materials
44
+ 20.09%
$452.51 - $568.19 $19.9K - $25K
263 $144K
WSO
Watsco Inc

Industrials
113
+ 68.9%
$421.84 - $520.66 $47.7K - $58.8K
277 $122K
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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