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
VONV
Vanguard Russell 1000 Value Et

ETFs
441
+ 215.12%
$73.19 - $85.21 $32.3K - $37.6K
646 $55K
OXY
Occidental Petroleum Corp

Energy
947
New
$36.11 - $49.33 $34.2K - $46.7K
947 $39K
STT
State Street Corp

Financial Services
197
+ 18.46%
$75.33 - $106.34 $14.8K - $20.9K
1.26K $134K
ENB
Enbridge Inc

Energy
771
+ 25.45%
$41.09 - $47.16 $31.7K - $36.4K
3.8K $172K
CINF
Cincinnati Financial Corp

Financial Services
260
New
$126.6 - $151.6 $32.9K - $39.4K
260 $38K
SPLB
Spdr Portfolio Long Term Corpo

ETFs
1.7K
+ 11.55%
$21.37 - $22.67 $36.3K - $38.5K
16.4K $370K
NXPI
Nxp Semiconductors N.V.

Technology
147
+ 77.37%
$153.5 - $218.72 $22.6K - $32.2K
337 $73K
MSI
Motorola Solutions, Inc.

Technology
154
+ 9.63%
$394.72 - $440.39 $60.8K - $67.8K
1.75K $737K
STX
Seagate Technology Holdings PLC

Technology
122
+ 36.53%
$66.54 - $144.33 $8.12K - $17.6K
456 $65K
FITB
Fifth Third Bancorp

Financial Services
809
+ 37.16%
$33.32 - $41.51 $27K - $33.6K
2.99K $122K
DT
Dynatrace, Inc.

Technology
665
New
$41.21 - $55.9 $27.4K - $37.2K
665 $36K
MMC
Marsh & Mclennan Companies, Inc.

Financial Services
312
+ 24.61%
$212.1 - $244.27 $66.2K - $76.2K
1.58K $345K
NOK
Nokia Corp

Technology
7.17K
+ 81.77%
$4.65 - $5.43 $33.3K - $38.9K
15.9K $82K
SNV
Synovus Financial Corp

Financial Services
707
New
$38.27 - $51.75 $27.1K - $36.6K
707 $36K
IFF
International Flavors & Fragrances Inc

Basic Materials
582
+ 35.55%
$66.85 - $79.33 $38.9K - $46.2K
2.22K $163K
APO
Apollo Global Management, Inc.

Financial Services
222
+ 32.46%
$108.68 - $145.07 $24.1K - $32.2K
906 $128K
EXPE
Expedia Group, Inc.

Consumer Cyclical
207
+ 42.16%
$136.63 - $176.62 $28.3K - $36.6K
698 $117K
LEA
Lear Corp

Consumer Cyclical
373
New
$75.18 - $95.54 $28K - $35.6K
373 $35K
AZTA
Azenta, Inc.

Healthcare
1.16K
New
$25.03 - $35.41 $28.9K - $40.9K
1.16K $35K
NNN
National Retail Properties, Inc.

Real Estate
824
New
$37.56 - $43.42 $30.9K - $35.8K
824 $35K
PNR
Pentair PLC

Industrials
350
New
$76.17 - $103.58 $26.7K - $36.3K
350 $35K
GTES
Gates Industrial Corp PLC

Industrials
1.56K
New
$15.56 - $23.13 $24.3K - $36.1K
1.56K $35K
MUFG
Mitsubishi Ufj Financial Group Inc

Financial Services
2.46K
+ 33.71%
$10.79 - $14.14 $26.5K - $34.7K
9.74K $133K
TLH
Ishares Barclays 10 20 Yr Trea

ETFs
645
+ 4.42%
$97.29 - $105.63 $62.8K - $68.1K
15.3K $1.55M
UL
Unilever PLC

Consumer Defensive
394
+ 6.2%
$57.9 - $65.43 $22.8K - $25.8K
6.75K $412K
TFC
Truist Financial Corp

Financial Services
577
+ 10.88%
$34.79 - $42.99 $20.1K - $24.8K
5.88K $252K
BSV
Vanguard Bd Index Fd Inc Short

ETFs
421
+ 1137.84%
$77.74 - $78.78 $32.7K - $33.2K
458 $36K
OZK
Bank Ozk

Financial Services
716
New
$37.58 - $47.34 $26.9K - $33.9K
716 $33K
BAH
Booz Allen Hamilton Holding Corp

Industrials
320
New
$99.97 - $129.69 $32K - $41.5K
320 $33K
CDW
Cdw Corp

Technology
190
New
$144.49 - $190.68 $27.5K - $36.2K
190 $33K
FNDF
Schwab Fundamental Intl Large

ETFs
814
New
$32.25 - $40.02 $26.3K - $32.6K
814 $32K
PAG
Penske Automotive Group, Inc.

Consumer Cyclical
191
New
$140.37 - $177.56 $26.8K - $33.9K
191 $32K
OKTA
Okta, Inc.

Technology
375
+ 38.19%
$91.24 - $127.3 $34.2K - $47.7K
1.36K $135K
HAL
Halliburton CO

Energy
1.82K
+ 177.95%
$19.26 - $25.7 $35.1K - $46.9K
2.85K $58K
ACWV
Ishares Msci Global Min Vol Fa

ETFs
269
New
$107.61 - $119.09 $28.9K - $32K
269 $31K
CSX
Csx Corp

Industrials
573
+ 14.7%
$26.69 - $32.91 $15.3K - $18.9K
4.47K $145K
ZBRA
Zebra Technologies Corp

Technology
95
+ 133.8%
$213.54 - $309.26 $20.3K - $29.4K
166 $51K
NDSN
Nordson Corp

Industrials
144
New
$167.51 - $223.5 $24.1K - $32.2K
144 $30K
SPYV
Spdr Portfolio S&P 500 Value E

ETFs
423
+ 6.78%
$45.11 - $52.34 $19.1K - $22.1K
6.66K $348K
FTA
First Tr Large Cap Value

ETFs
311
+ 12.01%
$67.12 - $78.63 $20.9K - $24.5K
2.9K $228K
ZTS
Zoetis Inc.

Healthcare
412
+ 10.5%
$144.41 - $170.3 $59.5K - $70.2K
4.34K $676K
APD
Air Products & Chemicals, Inc.

Basic Materials
154
+ 14.04%
$248.61 - $294.96 $38.3K - $45.4K
1.25K $352K
TYA
Simplify Exchange Traded Fds S

ETFs
2.29K
+ 11.24%
N/A
22.6K $287K
AGNC
Agnc Investment Corp.

Real Estate
3.16K
New
$8.12 - $9.49 $25.7K - $30K
3.16K $29K
BLV
Vanguard Bd Index Fd Inc Long

ETFs
421
New
$66.5 - $71.25 $28K - $30K
421 $29K
CTAS
Cintas Corp

Industrials
57
+ 6.06%
$190.11 - $227.66 $10.8K - $13K
998 $222K
MILN
Global X Funds Global X Millen

ETFs
22
+ 0.45%
$38.03 - $48.8 $837 - $1.07K
4.96K $242K
IP
International Paper CO

Consumer Cyclical
635
New
$43.89 - $54.46 $27.9K - $34.6K
635 $29K
HIW
Highwoods Properties, Inc.

Real Estate
329
+ 2.61%
$25.31 - $31.85 $8.33K - $10.5K
12.9K $401K
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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