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
UAL
United Airlines Holdings, Inc.

Industrials
122
+ 7.0%
$56.15 - $84.23 $6.85K - $10.3K
1.86K $148K
BIV
Vanguard Bd Index Fd Inc Inter

ETFs
372
New
$75.05 - $77.34 $27.9K - $28.8K
372 $28K
IWB
Ishares Tr Russell 1000 ETF

ETFs
54
+ 19.35%
$272.36 - $339.57 $14.7K - $18.3K
333 $113K
DUOL
Duolingo, Inc.

Technology
67
New
$292.88 - $540.68 $19.6K - $36.2K
67 $27K
APA
Apa Corp

Energy
1.47K
New
$14.03 - $21.24 $20.7K - $31.3K
1.47K $26K
EFX
Equifax Inc

Industrials
103
New
$205.5 - $280.54 $21.2K - $28.9K
103 $26K
AMP
Ameriprise Financial Inc

Financial Services
12
+ 3.08%
$422.19 - $533.73 $5.07K - $6.4K
401 $214K
HCA
Hca Healthcare, Inc.

Healthcare
10
+ 1.72%
$317.61 - $387.52 $3.18K - $3.88K
593 $227K
PGNY
Progyny, Inc.

Healthcare
1.17K
New
$20.52 - $23.42 $23.9K - $27.3K
1.17K $25K
BSY
Bentley Systems Inc

Technology
465
New
$38.62 - $53.97 $18K - $25.1K
465 $25K
ROL
Rollins Inc

Consumer Cyclical
441
New
$50.65 - $58.58 $22.3K - $25.8K
441 $24K
WPC
W. P. Carey Inc.

Real Estate
436
+ 11.03%
$56.12 - $64.53 $24.5K - $28.1K
4.39K $273K
KMI
Kinder Morgan, Inc.

Energy
186
+ 0.91%
$25.21 - $29.4 $4.69K - $5.47K
20.5K $604K
FBHS
Fortune Brands Home & Security, Inc.

Industrials
360
New
N/A
360 $23K
WMB
Williams Companies, Inc.

Energy
153
+ 3.36%
$54.33 - $62.87 $8.31K - $9.62K
4.71K $295K
L
Loews Corp

Financial Services
253
New
$80.89 - $92.09 $20.5K - $23.3K
253 $23K
RIVN
Rivian Automotive, Inc.

Consumer Cyclical
1.68K
New
$10.8 - $16.92 $18.1K - $28.4K
1.68K $23K
LKQ
Lkq Corp

Consumer Cyclical
629
New
$36.86 - $43.38 $23.2K - $27.3K
629 $23K
AKAM
Akamai Technologies Inc

Technology
258
New
N/A
258 $23K
MOAT
Vaneck Morningstar Wide Moat E

ETFs
275
New
N/A
275 $23K
EZU
Ishares Inc Msci Eurozone ETF

ETFs
388
New
$47.63 - $60.01 $18.5K - $23.3K
388 $23K
WIX
Wix.Com Ltd.

Technology
148
New
$146.5 - $189.61 $21.7K - $28.1K
148 $23K
SO
Southern CO

Utilities
244
+ 5.78%
$84.91 - $92.56 $20.7K - $22.6K
4.46K $409K
CCI
Crown Castle International Corp

Real Estate
414
+ 2.99%
$94.83 - $107.06 $39.3K - $44.3K
14.3K $1.47M
AES
Aes Corp

Utilities
2.17K
New
$9.63 - $12.55 $20.9K - $27.2K
2.17K $22K
IONQ
Ion Q, Inc.

Technology
519
New
$20.68 - $48.04 $10.7K - $24.9K
519 $22K
SOFI
So Fi Technologies, Inc.

Financial Services
29
+ 0.88%
$9.5 - $18.21 $276 - $528
3.32K $60K
WTW
Willis Towers Watson PLC

Financial Services
71
New
$295.96 - $337.43 $21K - $24K
71 $21K
ZM
Zoom Video Communications, Inc.

Technology
211
+ 22.98%
$66.7 - $84.62 $14.1K - $17.9K
1.13K $88K
TTD
Trade Desk, Inc.

Technology
293
New
$45.27 - $79.4 $13.3K - $23.3K
293 $21K
FLEX
Flex Ltd.

Technology
21
+ 1.78%
$26.68 - $50.09 $560 - $1.05K
1.2K $60K
LYB
Lyondell Basell Industries N.V.

Basic Materials
716
+ 43.26%
$53.23 - $70.65 $38.1K - $50.6K
2.37K $137K
VNET
Vnet Group, Inc.

Technology
3.09K
New
$4.74 - $8.12 $14.6K - $25.1K
3.09K $21K
KMB
Kimberly Clark Corp

Consumer Defensive
341
+ 19.5%
$126.84 - $145.22 $43.3K - $49.5K
2.09K $269K
LQD
Ishares Iboxx $ Investment Gra

ETFs
119
+ 1.41%
$105.23 - $109.61 $12.5K - $13K
8.57K $939K
FXE
Invesco Currency Shares Euro Trust

ETFs
200
New
$99.56 - $108.79 $19.9K - $21.8K
200 $21K
PARA
Paramount Global

Communication Services
1.53K
+ 179.81%
$10.65 - $12.9 $16.3K - $19.8K
2.38K $30K
MAN
Manpower Group Inc.

Industrials
496
New
$38.37 - $58.77 $19K - $29.1K
496 $20K
JCPB
J P Morgan Exchange Traded Fd

ETFs
425
+ 1.83%
$45.9 - $47.2 $19.5K - $20.1K
23.7K $1.11M
UI
Ubiquiti Inc.

Technology
22
+ 20.75%
$273.45 - $456.69 $6.02K - $10K
128 $52K
JBHT
Hunt J B Transport Services Inc

Industrials
144
+ 78.69%
$124.73 - $152.78 $18K - $22K
327 $46K
VMC
Vulcan Materials CO

Basic Materials
38
+ 12.34%
$226.49 - $276.01 $8.61K - $10.5K
346 $90K
TROW
Price T Rowe Group Inc

Financial Services
200
New
$80.27 - $98.06 $16.1K - $19.6K
200 $19K
ULTA
Ulta Beauty, Inc.

Consumer Cyclical
21
+ 21.88%
$328.01 - $475.68 $6.89K - $9.99K
117 $54K
BPOP
Popular, Inc.

Financial Services
173
New
$81.63 - $110.51 $14.1K - $19.1K
173 $19K
VPN
Global X Fds Data Ctr Reits &

ETFs
1.13K
+ 6.45%
N/A
18.7K $297K
PTC
Ptc Inc.

Technology
106
New
$136.74 - $173.24 $14.5K - $18.4K
106 $18K
SJNK
Spdr Bloomberg Short Term High

ETFs
652
+ 19.32%
$24.12 - $25.48 $15.7K - $16.6K
4.03K $102K
YUMC
Yum China Holdings, Inc.

Consumer Cyclical
406
New
$41.37 - $53.28 $16.8K - $21.6K
406 $18K
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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