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
SNN
Smith & Nephew PLC

Healthcare
3.4K
+ 38.94%
$24.97 - $30.63 $84.9K - $104K
12.1K $371K
IEUR
Ishares Tr Ishares Core Msci E

ETFs
737
+ 5.99%
$53.75 - $67.21 $39.6K - $49.5K
13K $862K
ALTL
Pacer Lunt Large Cap Altenator

Technology
1.52K
+ 6.63%
$31.72 - $37.66 $48.2K - $57.3K
24.5K $920K
EOG
Eog Resources Inc

Energy
1.3K
+ 32.47%
$104.61 - $129.97 $136K - $169K
5.29K $632K
CRM
Salesforce, Inc.

Technology
185
+ 1.16%
$236.26 - $291.15 $43.7K - $53.9K
16.1K $4.4M
SE
Sea LTD

Consumer Cyclical
69
+ 1.93%
$105.57 - $170.4 $7.28K - $11.8K
3.65K $583K
RELX
Relx PLC

Communication Services
1.29K
+ 11.37%
$45.31 - $55.66 $58.4K - $71.8K
12.6K $686K
MRVL
Marvell Technology, Inc.

Technology
1.19K
+ 80.12%
$49.38 - $79.97 $58.7K - $95.1K
2.67K $206K
ING
Ing Groep Nv

Financial Services
3.14K
+ 15.67%
$16.62 - $21.98 $52.2K - $69K
23.2K $506K
EXR
Extra Space Storage Inc.

Real Estate
819
+ 8.39%
$126.61 - $152.99 $104K - $125K
10.6K $1.56M
NSC
Norfolk Southern Corp

Industrials
254
+ 11.01%
$206.34 - $257.46 $52.4K - $65.4K
2.56K $655K
MGM
Mgm Resorts International

Consumer Cyclical
2.6K
+ 66.74%
$25.79 - $34.95 $67K - $90.8K
6.49K $223K
TWLO
Twilio Inc

Communication Services
657
+ 72.12%
$81.34 - $124.36 $53.4K - $81.7K
1.57K $194K
SUI
Sun Communities Inc

Real Estate
943
+ 14.09%
$114.62 - $132.25 $108K - $125K
7.63K $965K
BALL
Ball Corp

Consumer Cyclical
1.65K
+ 57.52%
$44.94 - $56.99 $73.9K - $93.7K
4.51K $252K
HERO
Global X Fds Video Games & Esp

ETFs
696
+ 6.64%
$23.12 - $32.73 $16.1K - $22.8K
11.2K $365K
CUZ
Cousins Properties Inc

Real Estate
3.18K
+ 19.04%
$25.15 - $30.53 $79.9K - $97K
19.9K $596K
TDIV
First Trust Nasdaq Technology

ETFs
320
+ 7.19%
$64.41 - $90.17 $20.6K - $28.9K
4.77K $430K
EL
Estee Lauder Companies Inc

Consumer Defensive
1.14K
+ 197.24%
$50.06 - $80.8 $57.2K - $92.3K
1.72K $139K
SMH
Vaneck ETF Tr Semiconductor Et

ETFs
153
+ 17.63%
$179.95 - $278.88 $27.5K - $42.7K
1.02K $284K
QCOM
Qualcomm Inc

Technology
55
+ 0.34%
$124.66 - $159.48 $6.86K - $8.77K
16.3K $2.6M
RDVY
First Trust Rising Dividend Ac

ETFs
1.24K
+ 28.07%
$51.6 - $62.74 $64.2K - $78K
5.68K $356K
VZ
Verizon Communications Inc

Communication Services
3.06K
+ 17.51%
$41.67 - $45.62 $128K - $140K
20.5K $888K
OHI
Omega Healthcare Investors Inc

Real Estate
3.1K
+ 19.99%
$35.55 - $39.05 $110K - $121K
18.6K $682K
SLQD
Ishares 0 5 Year Investment Gr

ETFs
1.67K
+ 10.48%
$49.79 - $50.59 $83.1K - $84.4K
17.6K $890K
EXC
Exelon Corp

Utilities
2.2K
+ 91.19%
$42.2 - $47.37 $92.6K - $104K
4.6K $199K
SHOP
Shopify Inc.

Technology
480
+ 28.25%
$76.89 - $115.35 $36.9K - $55.4K
2.18K $251K
PPG
Ppg Industries Inc

Basic Materials
744
+ 125.46%
$91.66 - $115.04 $68.2K - $85.6K
1.34K $152K
IGV
Ishares Expanded Tech Software

ETFs
126
+ 3.49%
$80.15 - $109.5 $10.1K - $13.8K
3.74K $408K
VCSH
Vanguard Sht Term Corp Bd ETF

ETFs
1.01K
+ 7.81%
$77.94 - $79.5 $78.6K - $80.1K
13.9K $1.11M
SNOW
Snowflake Inc.

Technology
14
+ 1.3%
$130.53 - $223.77 $1.83K - $3.13K
1.09K $244K
ATR
Aptargroup, Inc.

Healthcare
482
+ 31.77%
$133.66 - $158.53 $64.4K - $76.4K
2K $312K
KLAC
Kla Corp

Technology
7
+ 1.92%
$576.53 - $902.94 $4.04K - $6.32K
371 $332K
CDNS
Cadence Design Systems Inc

Technology
20
+ 1.38%
$231.64 - $323.08 $4.63K - $6.46K
1.47K $453K
BBIN
J P Morgan Exch Traded Fd Tr B

ETFs
624
+ 8.84%
$54.98 - $67.95 $34.3K - $42.4K
7.68K $518K
EFG
Msci Eafe Growth ETF

ETFs
214
+ 4.37%
$89.8 - $112.0 $19.2K - $24K
5.11K $572K
MCHP
Microchip Technology Inc

Technology
569
+ 28.91%
$35.34 - $71.6 $20.1K - $40.7K
2.54K $178K
KR
Kroger CO

Consumer Defensive
93
+ 0.5%
$64.62 - $74.0 $6.01K - $6.88K
18.7K $1.34M
PAMC
Pacer Fds Tr Lunt Midcap Multi

Technology
1.2K
+ 5.82%
$37.31 - $43.82 $44.7K - $52.5K
21.8K $955K
UPS
United Parcel Service Inc

Industrials
974
+ 51.24%
$91.92 - $110.2 $89.5K - $107K
2.88K $290K
SPTI
Spdr Ser Tr Spdr Portfolio Int

ETFs
2.72K
+ 40.19%
$28.21 - $28.85 $76.8K - $78.5K
9.49K $273K
RSG
Republic Services, Inc.

Industrials
302
+ 52.61%
$227.2 - $258.07 $68.6K - $77.9K
876 $216K
SKYY
First Trust Cloud Computing Et

ETFs
383
+ 23.8%
$89.46 - $121.64 $34.3K - $46.6K
1.99K $242K
RY
Royal Bank Of Canada

Financial Services
470
+ 56.15%
$108.36 - $131.55 $50.9K - $61.8K
1.31K $171K
RMD
Resmed Inc

Healthcare
236
+ 51.3%
$204.54 - $258.0 $48.3K - $60.9K
696 $179K
DECK
Deckers Outdoor Corp

Consumer Cyclical
869
+ 58.84%
$100.44 - $129.37 $87.3K - $112K
2.35K $241K
MSTR
Microstrategy Inc

Technology
115
+ 44.06%
$237.95 - $421.61 $27.4K - $48.5K
376 $151K
FINX
Global X Fds Fintech ETF (De)

ETFs
449
+ 5.0%
$24.27 - $34.22 $10.9K - $15.4K
9.43K $322K
ROP
Roper Technologies Inc

Industrials
179
+ 14.32%
$519.19 - $590.78 $92.9K - $106K
1.43K $810K
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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