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
SHV
Ishares Tr

ETFs
2.38K
+ 183.03%
$110.06 - $110.46 $262K - $263K
3.69K $406K
ABNB
Airbnb, Inc.

Consumer Cyclical
1.84K
+ 246.65%
$105.69 - $140.64 $194K - $259K
2.59K $342K
BXP
Boston Properties Inc

Real Estate
3.64K
+ 17.98%
$56.86 - $74.12 $207K - $269K
23.9K $1.61M
NGG
National Grid PLC

Utilities
2.93K
+ 87.26%
$62.74 - $74.79 $184K - $219K
6.29K $468K
MELI
Mercadolibre Inc

Consumer Cyclical
2
+ 0.58%
$1794.73 - $2613.63 $3.59K - $5.23K
348 $909K
IWY
Ishares Tr Russell 200 Growth

ETFs
233
+ 4.79%
$187.5 - $246.51 $43.7K - $57.4K
5.09K $1.26M
STAG
Stag Industrial, Inc.

Real Estate
6.05K
+ 95.47%
$30.08 - $37.02 $182K - $224K
12.4K $449K
VST
Vistra Corp.

Utilities
397
+ 21.36%
$98.07 - $195.04 $38.9K - $77.4K
2.26K $437K
SBAC
Sba Communications Corp

Real Estate
848
+ 63.86%
$208.57 - $243.4 $177K - $206K
2.18K $511K
COF
Capital One Financial Corp

Financial Services
688
+ 32.22%
$150.57 - $212.76 $104K - $146K
2.82K $600K
BA
Boeing CO

Industrials
757
+ 65.09%
$136.59 - $217.51 $103K - $165K
1.92K $402K
DIS
Walt Disney CO

Communication Services
198
+ 2.87%
$81.72 - $124.01 $16.2K - $24.6K
7.09K $878K
SPOT
Spotify Technology S.A.

Communication Services
90
+ 15.28%
$503.3 - $775.9 $45.3K - $69.8K
679 $521K
FFIV
F5, Inc.

Technology
369
+ 12.1%
$239.25 - $295.9 $88.3K - $109K
3.42K $1.01M
CMG
Chipotle Mexican Grill Inc

Consumer Cyclical
3.18K
+ 167.21%
$45.98 - $56.15 $146K - $178K
5.08K $285K
IR
Ingersoll Rand Inc.

Industrials
2.24K
+ 337.35%
$66.75 - $84.94 $150K - $190K
2.9K $241K
ICE
Intercontinental Exchange, Inc.

Financial Services
944
+ 72.12%
$151.62 - $183.47 $143K - $173K
2.25K $413K
CARR
Carrier Global Corp

Industrials
1.33K
+ 14.73%
$55.55 - $75.83 $73.7K - $101K
10.3K $755K
GD
General Dynamics Corp

Industrials
522
+ 42.96%
$247.68 - $291.66 $129K - $152K
1.74K $506K
APH
Amphenol Corp

Technology
254
+ 5.67%
$59.09 - $98.75 $15K - $25.1K
4.74K $467K
HD
Home Depot, Inc.

Consumer Cyclical
443
+ 16.21%
$335.24 - $380.78 $149K - $169K
3.18K $1.16M
GIS
General Mills Inc

Consumer Defensive
3.83K
+ 85.6%
$50.37 - $60.97 $193K - $233K
8.3K $430K
T
At&T Inc.

Communication Services
4.99K
+ 18.66%
$26.33 - $28.94 $131K - $144K
31.7K $918K
EUFN
Ishares Msci Europe Financials

ETFs
3.98K
+ 37.61%
$24.77 - $32.27 $98.5K - $128K
14.5K $460K
JIRE
J P Morgan Exchg Traded Fd Tr

ETFs
1.84K
+ 45.29%
$56.88 - $70.77 $105K - $130K
5.91K $418K
RCL
Royal Caribbean Cruises LTD

Consumer Cyclical
31
+ 2.24%
$177.93 - $313.14 $5.52K - $9.71K
1.42K $443K
IQV
Iqvia Holdings Inc.

Healthcare
1.38K
+ 44.56%
$137.0 - $174.37 $189K - $240K
4.47K $703K
GM
General Motors CO

Consumer Cyclical
3.05K
+ 107.54%
$42.48 - $50.46 $130K - $154K
5.89K $290K
ADP
Automatic Data Processing Inc

Industrials
464
+ 14.08%
$276.76 - $326.81 $128K - $152K
3.76K $1.16M
ADC
Agree Realty Corp

Real Estate
2.24K
+ 84.59%
$70.68 - $79.12 $158K - $177K
4.89K $356K
CRWD
Crowd Strike Holdings, Inc.

Technology
104
+ 16.8%
$321.63 - $509.31 $33.4K - $53K
723 $368K
BTI
British American Tobacco P.L.C.

Consumer Defensive
2.05K
+ 22.95%
$39.43 - $49.34 $81K - $101K
11K $520K
USFD
Us Foods Holding Corp.

Consumer Defensive
1.88K
+ 489.09%
$60.47 - $79.12 $114K - $149K
2.27K $174K
NU
Nu Holdings Ltd.

Financial Services
9.99K
+ 336.84%
$9.6 - $13.72 $95.9K - $137K
13K $177K
BBVA
Banco Bilbao Vizcaya Argentaria, S.A.

Financial Services
8.68K
+ 144.66%
$11.9 - $15.57 $103K - $135K
14.7K $225K
MT
Arcelor Mittal

Basic Materials
3.66K
+ 36.36%
$23.47 - $31.65 $85.9K - $116K
13.7K $433K
HSY
Hershey CO

Consumer Defensive
915
+ 45.73%
$151.29 - $173.13 $138K - $158K
2.92K $483K
OEF
Ishares S&P 100 ETF

ETFs
520
+ 35.02%
N/A
2.01K $533K
FCTR
First Tr Exchange Traded Fd

ETFs
1.44K
+ 4.94%
$27.76 - $33.99 $39.9K - $48.8K
30.5K $1.04M
YUM
Yum Brands Inc

Consumer Cyclical
1.02K
+ 69.06%
$138.36 - $161.45 $141K - $165K
2.5K $370K
PFE
Pfizer Inc

Healthcare
6.1K
+ 51.1%
$21.59 - $24.84 $132K - $152K
18K $437K
ADI
Analog Devices Inc

Technology
205
+ 8.92%
$164.6 - $238.02 $33.7K - $48.8K
2.5K $596K
IWR
Ishares Russell Mid Cap ETF

ETFs
740
+ 7.97%
$74.88 - $91.97 $55.4K - $68.1K
10K $921K
PHG
Koninklijke Philips Nv

Healthcare
6.65K
+ 32.05%
$21.67 - $25.64 $144K - $170K
27.4K $656K
KDP
Keurig Dr Pepper Inc.

Consumer Defensive
4.16K
+ 61.83%
$32.56 - $35.71 $135K - $149K
10.9K $359K
SGOV
Ishares Trishares 0 3 Mnth Tre

ETFs
1.27K
+ 102.34%
$100.35 - $100.71 $127K - $128K
2.51K $252K
SPTL
Spdr Portfolio Long Term Treas

ETFs
5.12K
+ 39.43%
$25.48 - $27.78 $130K - $142K
18.1K $481K
VGSH
Vanguard

ETFs
2.14K
+ 75.26%
$58.32 - $58.95 $125K - $126K
4.98K $292K
LMT
Lockheed Martin Corp

Industrials
222
+ 16.25%
$430.82 - $486.45 $95.6K - $108K
1.59K $735K
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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