Geo Wealth Management, LLC Incresed Positions in Q2 2025

Geo Wealth Management, LLC

  • $2.4 Billion
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
50K
+ 16.2%
$456.74 - $568.03 $22.8M - $28.4M
359K $204M
VV
Vanguard Large Cap ETF

ETFs
48.5K
+ 11.48%
$228.25 - $285.3 $11.1M - $13.8M
471K $134M
DUHP
Dimensional ETF Tr Dimensional

ETFs
671K
+ 1302.06%
$29.36 - $35.56 $19.7M - $23.9M
723K $25.7M
DYNF
Blackrock ETF Tr U S Equity Fa

ETFs
389K
+ 1350.3%
$43.53 - $54.46 $16.9M - $21.2M
417K $22.7M
VTI
Vanguard Total Stock Market Et

ETFs
31.4K
+ 10.06%
$243.75 - $303.93 $7.65M - $9.54M
343K $104M
VXF
Vanguard Extended Market ETF

ETFs
43.6K
+ 22.12%
$150.43 - $192.71 $6.56M - $8.41M
241K $46.4M
SECT
Sector 10, Inc.

ETFs
112K
+ 27.87%
$45.25 - $58.07 $5.06M - $6.49M
513K $29.8M
NVDA
Nvidia Corp

Technology
11.8K
+ 8.38%
$94.31 - $157.99 $1.11M - $1.86M
152K $24.1M
XLK
Technology Sector Spdr

ETFs
25.3K
+ 94.81%
$179.73 - $253.23 $4.55M - $6.42M
52.1K $13.2M
QQQM
Invesco Exchange Traded Fd Tr

ETFs
31.7K
+ 678.86%
$171.4 - $227.1 $5.43M - $7.19M
36.3K $8.25M
SPMO
Invesco ETF Tr Ii S&P 500 Mome

ETFs
43.4K
+ 583.35%
$82.32 - $112.47 $3.58M - $4.89M
50.9K $5.72M
AFIF
Two Rds Shared Tr

ETFs
503K
+ 196.76%
$9.07 - $9.31 $4.56M - $4.68M
759K $7.06M
IAGG
Ishares Tr Core Intl Aggregate

ETFs
67.4K
+ 6.97%
$50.09 - $51.09 $3.38M - $3.44M
1.03M $52.8M
VO
Vanguard Mid Cap ETF

ETFs
8.29K
+ 11.1%
$228.54 - $279.83 $1.9M - $2.32M
83K $23.2M
VYM
Vanguard Whitehall Fds (Vangua

ETFs
25.8K
+ 699.43%
$114.78 - $133.31 $2.96M - $3.44M
29.5K $3.93M
GLD
Spdr Gold Trust

ETFs
11.1K
+ 725.62%
$273.71 - $316.29 $3.05M - $3.52M
12.7K $3.86M
SPMD
Spdr Portfolio

ETFs
60.7K
+ 418.19%
$44.89 - $54.38 $2.72M - $3.3M
75.2K $4.09M
ORCL
Oracle Corp

Technology
10.6K
+ 97.36%
$122.82 - $218.63 $1.3M - $2.32M
21.5K $4.7M
IETC
Ishares U S ETF Tr

ETFs
29.3K
+ 143.85%
$67.28 - $94.0 $1.97M - $2.76M
49.7K $4.67M
VB
Vanguard Small Cap ETF

ETFs
8.17K
+ 19.85%
$193.73 - $237.37 $1.58M - $1.94M
49.3K $11.7M
XLC
Select Sector Spdr Tr Communic

ETFs
15.9K
+ 64.72%
$86.13 - $108.53 $1.37M - $1.73M
40.5K $4.4M
MGK
Vanguard Mega Cap Growth ETF

ETFs
3.49K
+ 27.1%
$273.67 - $366.17 $956K - $1.28M
16.4K $6M
AMZN
Amazon Com Inc

Consumer Cyclical
1.24K
+ 2.21%
$167.32 - $223.3 $208K - $277K
57.5K $12.6M
SHY
Ishares Barclays 1 3 Year Trea

ETFs
22.9K
+ 252.96%
$82.21 - $83.12 $1.88M - $1.91M
32K $2.65M
GSLC
Goldman Sachs ETF Tr Activebet

ETFs
1.99K
+ 1.4%
$97.68 - $121.38 $194K - $241K
144K $17.4M
LCTU
Blackrock ETF Tr Us Carbon Tra

ETFs
22.6K
+ 61.62%
$53.69 - $67.27 $1.22M - $1.52M
59.4K $4M
NFLX
Netflix Inc

Communication Services
584
+ 31.35%
$855.86 - $1339.13 $500K - $782K
2.45K $3.28M
MGC
Vanguard Mega Cap ETF

ETFs
5.51K
+ 58.79%
$179.23 - $224.92 $987K - $1.24M
14.9K $3.35M
SPY
Spdr S&P 500 ETF Trust

ETFs
1.26K
+ 11.65%
$496.48 - $617.85 $624K - $777K
12K $7.44M
EWY
Ishares Inc Msci South Korea E

ETFs
18.6K
+ 84450.0%
$48.92 - $72.65 $909K - $1.35M
18.6K $1.34M
IEFA
Ishares Tr

ETFs
14.1K
+ 68.65%
$67.83 - $84.09 $953K - $1.18M
34.5K $2.88M
HST
Host Hotels & Resorts, Inc.

Real Estate
84.6K
+ 293.07%
$12.7 - $16.07 $1.07M - $1.36M
113K $1.74M
GOOGL
Alphabet Inc.

Communication Services
1.34K
+ 2.73%
$144.7 - $178.6 $194K - $239K
50.5K $8.89M
JPM
Jpmorgan Chase & CO

Financial Services
157
+ 0.59%
$210.28 - $289.91 $33K - $45.5K
26.9K $7.81M
ESGU
Ishares Trust Ishares Esg Awar

ETFs
6.99K
+ 57.0%
$108.06 - $135.3 $755K - $945K
19.2K $2.6M
ZECP
Zacks Tr Earnings Constant Por

ETFs
33.6K
+ 337.26%
$27.11 - $31.91 $910K - $1.07M
43.5K $1.39M
VBR
Vanguard Small Cap Value ETF

ETFs
3.86K
+ 12.48%
$162.76 - $195.77 $628K - $756K
34.8K $6.78M
CW
Curtiss Wright Corp

Industrials
1.98K
+ 804.47%
$283.18 - $488.55 $560K - $967K
2.23K $1.09M
MCK
Mckesson Corp

Healthcare
1.18K
+ 58.81%
$652.83 - $732.78 $769K - $863K
3.18K $2.33M
SMLF
Ishares Msci Usa Small Cap Mul

ETFs
7.89K
+ 10.43%
$54.28 - $67.95 $428K - $536K
83.6K $5.68M
CVS
Cvs Health Corp

Healthcare
13.9K
+ 638.04%
$60.04 - $70.18 $836K - $977K
16.1K $1.11M
DG
Dollar General Corp

Consumer Defensive
8.01K
+ 1330.4%
$86.02 - $114.95 $689K - $921K
8.61K $984K
GOOG
Alphabet Inc.

Communication Services
2.66K
+ 12.47%
$146.58 - $180.01 $389K - $478K
23.9K $4.25M
EFV
Msci Eafe Value ETF

ETFs
12.2K
+ 40.07%
$52.4 - $64.65 $639K - $789K
42.6K $2.71M
VRSN
Verisign Inc

Technology
3.09K
+ 661.67%
$234.49 - $288.8 $725K - $892K
3.56K $1.03M
JBL
Jabil Inc

Technology
3.62K
+ 292.8%
$116.88 - $218.1 $423K - $789K
4.86K $1.06M
AGG
Ishares Core U.S. Aggregate Bo

ETFs
8.73K
+ 57.34%
$96.84 - $99.46 $846K - $868K
24K $2.38M
AOA
Ishares Tr Core Aggressive All

ETFs
3.3K
+ 4.03%
$69.46 - $83.4 $229K - $276K
85.2K $7.11M
HWM
Howmet Aerospace Inc.

Industrials
2.14K
+ 30.53%
$112.33 - $186.13 $240K - $398K
9.14K $1.7M
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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