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
Kenvue Inc
23.2K
+ 1037.27%
N/A
25.5K $0
Aim ETF Products Trust
23.8K
New
N/A
23.8K $0
Aim ETF Products Trust
9.45K
+ 17.67%
N/A
62.9K $0
AZBJ
Aim ETF Prods Tr Allianzim Us

ETFs
12.8K
+ 16.57%
N/A
90.1K $0
JGRO
J P Morgan Exchange Traded Fd
1.04K
+ 23.73%
N/A
5.4K $0
AZBL
Aim ETF Prods Tr Allianzim Us

Technology
2.89K
+ 31.77%
N/A
12K $0
AZBO
Aim ETF Prods Tr Allianzim Us

ETFs
12.7K
+ 35.22%
N/A
48.8K $0
Lam Research Corp
719
+ 11.19%
N/A
7.14K $0
Victory Portfolios Ii
5.19K
+ 18.96%
N/A
32.6K $0
Aptiv PLC
2.31K
+ 151.21%
N/A
3.83K $0
Atlassian Corporation
6
+ 3.33%
N/A
186 $0
Pimco ETF Tr
651K
+ 169.49%
N/A
1.04M $0
BUSE
First Busey Corp

Financial Services
33
New
$21.26 - $25.35 $702 - $837
33 $0
Dimensional ETF Trust
4.83K
+ 2.33%
N/A
212K $0
SMTC
Semtech Corp

Technology
25
New
$31.44 - $77.15 $786 - $1.93K
25 $0
Dimensional ETF Trust
11.8K
+ 515.19%
N/A
14.1K $0
Root Inc
2
New
N/A
2 $0
PFFD
Global X Fds U S Pfd ETF (De)

ETFs
422
+ 2.46%
$19.04 - $20.15 $8.03K - $8.5K
17.6K $335K
Dimensional ETF Trust
9.3K
New
N/A
9.3K $0
Gsk PLC
2.64K
+ 18.57%
N/A
16.9K $0
Elevation Series Trust
1.29K
+ 8.78%
N/A
15.9K $0
Dimensional ETF Trust
10.3K
+ 3.53%
N/A
302K $0
SCHH
Schwab Strategic U.S. Reit ETF

ETFs
2
+ 0.63%
$20.2 - $22.24 $40.4 - $44.5
320 $6K
SCHM
Schwab Strategic U.S. Mid Cap

ETFs
0
New
$25.58 - $29.24 $0 - $0
0 $0
Elevation Series Trust
838
+ 3.04%
N/A
28.4K $0
Strategic Trust
13.1K
+ 5.92%
N/A
235K $0
First Tr Exchange Traded Fd
6.52K
+ 32.9%
N/A
26.3K $0
TUA
Simpl Exch Traded Fds Sht Term
19.7K
+ 58.29%
N/A
53.5K $0
Dimensional ETF Trust
7.65K
+ 24.94%
N/A
38.3K $0
Thomson Reuters Corp
8
+ 0.93%
N/A
866 $0
Dimensional ETF Trust
7.18K
+ 61.85%
N/A
18.8K $0
Ea Series Trust
10.8K
+ 54.0%
N/A
30.7K $0
SWKS
Skyworks Solutions, Inc.

Technology
155
+ 36.13%
$64.12 - $93.96 $9.94K - $14.6K
584 $37K
IWB
Ishares Tr Russell 1000 ETF

ETFs
8
+ 2.95%
$302.31 - $337.54 $2.42K - $2.7K
279 $85K
MET
Metlife Inc

Financial Services
61
+ 1.38%
$77.7 - $87.0 $4.74K - $5.31K
4.49K $360K
IJJ
Ishares S&P Midcap 400 Value E

ETFs
1
+ 0.27%
$117.4 - $131.02 $117 - $131
373 $44K
GPK
Graphic Packaging Holding CO

Consumer Cyclical
200
+ 3.05%
$25.27 - $28.3 $5.05K - $5.66K
6.76K $175K
WSC
Will Scot Mobile Mini Holdings Corp.

Industrials
171
+ 12.03%
$27.8 - $39.18 $4.75K - $6.7K
1.59K $44K
ATR
Aptargroup, Inc.

Healthcare
62
+ 4.26%
$141.7 - $159.83 $8.79K - $9.91K
1.52K $225K
FMF
First Trust Managed Futures St

ETFs
383
+ 2.15%
$45.87 - $48.39 $17.6K - $18.5K
18.2K $839K
XMMO
Invesco Exchange Traded Fd Tr

ETFs
628
+ 7.57%
$110.9 - $132.93 $69.6K - $83.5K
8.92K $1.02M
TDIV
First Trust Nasdaq Technology

ETFs
142
+ 3.29%
$73.39 - $83.95 $10.4K - $11.9K
4.45K $327K
BYD
Boyd Gaming Corp

Consumer Cyclical
290
+ 6.48%
$65.83 - $79.52 $19.1K - $23.1K
4.76K $313K
FTLS
First Tr Long/Short Equity ETF

ETFs
83
+ 0.73%
$63.42 - $68.17 $5.26K - $5.66K
11.4K $729K
IWP
Ishares Russell Mid Cap Growth

ETFs
22
+ 0.93%
$114.9 - $139.6 $2.53K - $3.07K
2.38K $279K
URI
United Rentals, Inc.

Industrials
4
+ 1.09%
$594.17 - $789.56 $2.38K - $3.16K
372 $233K
IQV
Iqvia Holdings Inc.

Healthcare
178
+ 6.11%
$176.3 - $209.96 $31.4K - $37.4K
3.09K $544K
RUN
Sunrun Inc.

Technology
1.73K
+ 12.57%
$5.86 - $11.37 $10.1K - $19.7K
15.5K $90K
QUAL
Ishares Msci Usa Quality Facto

ETFs
937
+ 3.42%
$168.16 - $186.21 $158K - $174K
28.4K $4.85M
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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