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
BCS
Barclays PLC

Financial Services
30.9K
+ 47.98%
$12.69 - $18.61 $392K - $575K
95.2K $1.77M
BKNG
Booking Holdings Inc.

Consumer Cyclical
57
+ 16.15%
$4164.15 - $5789.24 $237K - $330K
410 $2.37M
TSLA
Tesla, Inc.

Consumer Cyclical
680
+ 7.54%
$221.86 - $362.89 $151K - $247K
9.7K $3.08M
AOR
Ishares Tr Core Growth Allocat

ETFs
7.43K
+ 10.85%
$53.36 - $61.57 $396K - $457K
75.8K $4.67M
TSM
Taiwan Semiconductor Manufacturing CO LTD

Technology
147
+ 1.28%
$141.37 - $228.57 $20.8K - $33.6K
11.6K $2.63M
SUSC
Ishares Tr Esg Aware Usd Corpo

ETFs
29.9K
+ 42.24%
$22.43 - $23.23 $670K - $694K
101K $2.34M
USXF
Ishares Esg Advanced Msci Usa

Technology
6.66K
+ 14.32%
$41.54 - $53.93 $277K - $359K
53.2K $2.87M
LDUR
Pimco Enhanced Low Duration Ac

ETFs
7.15K
+ 62.63%
$94.78 - $95.97 $678K - $686K
18.6K $1.78M
INTU
Intuit Inc

Technology
214
+ 7.45%
$544.07 - $787.63 $116K - $169K
3.09K $2.43M
SPLG
Spdr Portfolio S&P 500 ETF (Ma

ETFs
3.2K
+ 5.12%
$58.41 - $72.69 $187K - $233K
65.8K $4.78M
TMAT
Northern Lts Fd Tr Iv Main The

ETFs
13.4K
+ 21.99%
$15.54 - $23.35 $208K - $312K
74.2K $1.73M
SCHG
Schwab Strategic Tr Us Large C

ETFs
13.5K
+ 22.77%
$22.27 - $29.21 $301K - $394K
72.8K $2.13M
V
Visa Inc.

Financial Services
1.63K
+ 12.04%
$308.27 - $373.31 $502K - $608K
15.1K $5.38M
CIBR
First Tr Fd Ii Nasdaq Cybersec

ETFs
5.55K
+ 32.13%
$57.46 - $75.58 $319K - $420K
22.8K $1.73M
MINT
Pimco ETF Tr Enhanced Sht Matu

ETFs
6.11K
+ 10.53%
$100.04 - $100.54 $611K - $614K
64.1K $6.44M
CAH
Cardinal Health Inc

Healthcare
856
+ 5.68%
$125.0 - $168.0 $107K - $144K
15.9K $2.67M
XLY
Select Sector Spdr Consumer Di

ETFs
1.21K
+ 7.75%
$176.34 - $218.59 $213K - $264K
16.8K $3.64M
NDAQ
Nasdaq, Inc.

Financial Services
5.73K
+ 135.04%
$66.4 - $89.42 $380K - $512K
9.97K $891K
SCHB
Schwab Strategic Tr Us Broad M

ETFs
13.5K
+ 15.69%
$19.1 - $23.83 $258K - $322K
99.7K $2.37M
DGRO
Ishares Core Dividend Growth E

ETFs
7.66K
+ 96.11%
$55.22 - $63.94 $423K - $490K
15.6K $999K
HON
Honeywell International Inc

Industrials
1.85K
+ 52.96%
$182.86 - $232.88 $339K - $432K
5.36K $1.25M
TXN
Texas Instruments Inc

Technology
2.59K
+ 18.56%
N/A
16.6K $3.22M
EAGG
Ishares Esg Aware U.S. Aggrega

ETFs
10.4K
+ 33.77%
$46.41 - $47.7 $483K - $497K
41.2K $1.96M
SHYG
Ishares 0 5 Year High Yield CO

ETFs
10.8K
+ 31.3%
$40.82 - $43.14 $442K - $467K
45.4K $1.96M
DMXF
Ishares Esg Advanced Msci Eafe

Technology
5.5K
+ 48.97%
$59.98 - $74.92 $330K - $412K
16.7K $1.24M
CCL
Carnival Corp

Consumer Cyclical
11K
+ 52.91%
$16.43 - $28.12 $180K - $308K
31.7K $891K
JEPI
J P Morgan Exchange Traded Fd

ETFs
8.31K
+ 49.79%
$51.14 - $57.0 $425K - $474K
25K $1.42M
AVEM
American Centy ETF Tr Avantis

ETFs
862
+ 1.84%
$53.08 - $68.54 $45.8K - $59.1K
47.7K $3.27M
UBER
Uber Technologies, Inc

Technology
1.82K
+ 13.57%
$64.62 - $93.3 $118K - $170K
15.2K $1.42M
XLP
Consumer Staples Sector Spdr

ETFs
5.79K
+ 26.65%
N/A
27.5K $2.09M
PM
Philip Morris International Inc.

Consumer Defensive
1.38K
+ 18.52%
$149.23 - $184.95 $206K - $255K
8.82K $1.61M
IEMG
Ishares Inc

ETFs
7.47K
+ 41.23%
N/A
25.6K $1.37M
O
Realty Income Corp

Real Estate
7.09K
+ 23.72%
$52.27 - $58.52 $370K - $415K
37K $2.13M
LEN
Lennar Corp

Consumer Cyclical
3.39K
+ 437.55%
$102.76 - $115.66 $348K - $392K
4.17K $460K
PAVE
Global X Fds Us Infrastructure

ETFs
5.92K
+ 38.18%
$33.78 - $43.68 $200K - $259K
21.4K $934K
SNPS
Synopsys Inc

Technology
617
+ 199.03%
$380.9 - $517.66 $235K - $319K
927 $475K
PH
Parker Hannifin Corp

Industrials
245
+ 14.23%
$517.23 - $700.54 $127K - $172K
1.97K $1.37M
IVE
Ishares S&P 500 Value ETF

ETFs
1.38K
+ 15.53%
$168.34 - $195.42 $232K - $270K
10.3K $2.01M
SPSM
Spdr Portfolio S&P 600 Small C

ETFs
6.72K
+ 47.92%
$35.35 - $42.68 $238K - $287K
20.7K $883K
ELS
Equity Lifestyle Properties Inc

Real Estate
5.6K
+ 82.4%
$61.46 - $68.02 $344K - $381K
12.4K $764K
NVO
Novo Nordisk A S

Healthcare
4.58K
+ 43.09%
$58.08 - $81.05 $266K - $371K
15.2K $1.05M
VICI
Vici Properties Inc.

Real Estate
9.41K
+ 14.21%
$29.41 - $32.97 $277K - $310K
75.6K $2.46M
SPAB
Spdr Portfolio Aggregate Bond

ETFs
11.6K
+ 19.01%
$24.98 - $25.66 $289K - $297K
72.4K $1.85M
JNK
Spdr Bloomberg High Yield Bond

ETFs
2.79K
+ 57.54%
$91.23 - $97.27 $254K - $271K
7.64K $742K
ETN
Eaton Corp PLC

Industrials
355
+ 20.47%
$246.52 - $356.99 $87.5K - $127K
2.09K $745K
FISR
Ssga Active Tr Spdr Ssga Fixed

ETFs
10.5K
+ 27.87%
$25.13 - $26.07 $265K - $275K
48.4K $1.25M
ILF
Ishares Latin America 40 ETF

ETFs
8.88K
+ 61.78%
$21.35 - $26.21 $190K - $233K
23.3K $609K
CSCO
Cisco Systems, Inc.

Technology
883
+ 3.3%
$53.19 - $69.38 $47K - $61.3K
27.6K $1.92M
TT
Trane Technologies PLC

Industrials
401
+ 45.57%
$315.21 - $437.41 $126K - $175K
1.28K $560K
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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