Geo Wealth Management, LLC Incresed Positions in Q1 2025

Geo Wealth Management, LLC

  • $2.33 Billion
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
IBDQ
Ishares Ibonds Dec 2025 Term C

ETFs
1.98K
+ 5.69%
$25.05 - $25.16 $49.6K - $49.8K
36.7K $923K
DPZ
Dominos Pizza Inc

Consumer Cyclical
37
+ 4.14%
$402.33 - $489.71 $14.9K - $18.1K
931 $427K
IGLB
Ishares 10+ Year Investment Gr

ETFs
743
+ 4.24%
$48.32 - $51.22 $35.9K - $38.1K
18.3K $916K
XLB
Select Sector Spdr Fd Material

ETFs
470
+ 8.11%
$83.19 - $90.99 $39.1K - $42.8K
6.27K $538K
IEI
Ishares Barclays 3 7 Yr Treas

ETFs
238
+ 2.91%
$114.57 - $118.14 $27.3K - $28.1K
8.43K $995K
USMV
Ishares Msci Usa Min Vol Facto

ETFs
496
+ 184.39%
$87.68 - $94.52 $43.5K - $46.9K
765 $71K
HBAN
Huntington Bancshares Inc

Financial Services
3.68K
+ 55.71%
$14.28 - $17.39 $52.6K - $64K
10.3K $154K
MNST
Monster Beverage Corp

Consumer Defensive
463
+ 14.14%
$46.16 - $58.58 $21.4K - $27.1K
3.74K $218K
WPC
W. P. Carey Inc.

Real Estate
189
+ 5.02%
$53.5 - $65.05 $10.1K - $12.3K
3.95K $249K
QSR
Restaurant Brands International Inc.

Consumer Cyclical
600
+ 24.13%
$60.44 - $69.57 $36.3K - $41.7K
3.09K $205K
LYB
Lyondell Basell Industries N.V.

Basic Materials
668
+ 67.68%
$69.82 - $78.67 $46.6K - $52.6K
1.66K $116K
IUSV
Ishares Core S&P U.S. Value Et

ETFs
451
+ 59.97%
$90.0 - $96.32 $40.6K - $43.4K
1.2K $111K
ARE
Alexandria Real Estate Equities, Inc.

Real Estate
551
+ 28.52%
$92.51 - $102.81 $51K - $56.6K
2.48K $229K
DEHP
Dimensional ETF Tr Emerging Mk

ETFs
1.45K
+ 19.63%
$24.27 - $26.2 $35.2K - $38K
8.84K $222K
VNO
Vornado Realty Trust

Real Estate
3.01K
+ 21.11%
$35.4 - $43.26 $107K - $130K
17.3K $639K
PHG
Koninklijke Philips Nv

Healthcare
1.49K
+ 7.72%
$24.92 - $28.61 $37.1K - $42.5K
20.7K $526K
FINX
Global X Fds Fintech ETF (De)

ETFs
2.31K
+ 34.64%
$27.43 - $33.5 $63.4K - $77.4K
8.98K $247K
UMC
United Microelectronics Corp

Technology
4.21K
+ 31.11%
$5.69 - $7.15 $23.9K - $30.1K
17.7K $126K
WEC
Wec Energy Group, Inc.

Utilities
256
+ 37.76%
$92.12 - $108.98 $23.6K - $27.9K
934 $101K
EXR
Extra Space Storage Inc.

Real Estate
324
+ 3.43%
$143.8 - $161.28 $46.6K - $52.3K
9.76K $1.45M
SBAC
Sba Communications Corp

Real Estate
80
+ 6.41%
$192.76 - $224.91 $15.4K - $18K
1.33K $292K
SCHA
Schwab Strategic Tr Us Small C

ETFs
1.58K
+ 7533.33%
$23.16 - $27.04 $36.6K - $42.8K
1.6K $37K
CUZ
Cousins Properties Inc

Real Estate
1.77K
+ 11.9%
$28.06 - $31.21 $49.8K - $55.4K
16.7K $492K
XYL
Xylem Inc.

Industrials
62
+ 0.78%
$114.02 - $132.04 $7.07K - $8.19K
8K $956K
OGS
One Gas, Inc.

Utilities
279
+ 12.37%
$67.77 - $76.05 $18.9K - $21.2K
2.53K $191K
AXTA
Axalta Coating Systems Ltd.

Basic Materials
1.27K
+ 17.9%
$32.86 - $38.05 $41.8K - $48.4K
8.37K $277K
FMC
Fmc Corp

Basic Materials
1.89K
+ 25.92%
$34.54 - $56.38 $65.3K - $107K
9.19K $387K
MMYT
Make My Trip LTD

Consumer Cyclical
354
+ 10.54%
N/A
3.71K $319K
KDP
Keurig Dr Pepper Inc.

Consumer Defensive
442
+ 7.03%
$30.38 - $34.94 $13.4K - $15.4K
6.73K $230K
ACWI
Ishares Msci Acwi ETF

ETFs
245
+ 20.4%
$115.16 - $124.13 $28.2K - $30.4K
1.45K $168K
DASH
Door Dash, Inc.

Communication Services
31
+ 2.17%
$168.37 - $213.38 $5.22K - $6.61K
1.46K $266K
VWO
Vanguard Ftse Emerging Mkts Et

ETFs
505
+ 16.78%
$42.5 - $46.71 $21.5K - $23.6K
3.52K $159K
ADC
Agree Realty Corp

Real Estate
108
+ 4.25%
$68.36 - $77.19 $7.38K - $8.34K
2.65K $204K
NET
Cloudflare, Inc.

Technology
196
+ 33.62%
$110.71 - $176.5 $21.7K - $34.6K
779 $87K
AMCR
Amcor PLC

Consumer Cyclical
2.4K
+ 61.2%
$9.33 - $10.39 $22.4K - $25K
6.33K $61K
MILN
Global X Funds Global X Millen

ETFs
759
+ 18.15%
$41.85 - $49.7 $31.8K - $37.7K
4.94K $213K
NLOK
Norton Life Lock Inc.

Technology
1.11K
+ 17.85%
N/A
7.34K $157K
IWX
Ishares Tr Russell 200 Value E

ETFs
199
+ 10.5%
$78.54 - $84.86 $15.6K - $16.9K
2.1K $172K
AMH
American Homes 4 Rent

Real Estate
407
+ 2.01%
$34.43 - $37.81 $14K - $15.4K
20.6K $779K
LYG
Lloyds Banking Group PLC

Financial Services
45
+ 0.22%
$2.58 - $3.9 $116 - $176
20.9K $79K
VCSH
Vanguard Sht Term Corp Bd ETF

ETFs
117
+ 0.91%
$77.7 - $78.94 $9.09K - $9.24K
12.9K $1.02M
CRUS
Cirrus Logic, Inc.

Technology
218
+ 42.08%
$97.89 - $111.4 $21.3K - $24.3K
736 $73K
KHC
Kraft Heinz CO

Consumer Defensive
691
+ 15.67%
$28.51 - $32.22 $19.7K - $22.3K
5.1K $155K
MPWR
Monolithic Power Systems Inc

Technology
38
+ 13.24%
$565.7 - $720.25 $21.5K - $27.4K
325 $188K
BRX
Brixmor Property Group Inc.

Real Estate
830
+ 7.47%
N/A
11.9K $271K
XEL
Xcel Energy Inc

Utilities
147
+ 5.67%
$63.37 - $72.1 $9.32K - $10.6K
2.74K $194K
DBX
Dropbox, Inc.

Technology
746
+ 160.09%
$24.55 - $33.27 $18.3K - $24.8K
1.21K $32K
EMB
Ishares Tr

ETFs
14
+ 0.13%
$88.64 - $92.03 $1.24K - $1.29K
10.9K $986K
TRGP
Targa Resources Corp.

Energy
43
+ 10.46%
$178.44 - $217.22 $7.67K - $9.34K
454 $91K
Activity Summary
Buys All Purchases 370 New Holdings 57 Increased Positions 313 Sells All Sells 675 Reductions 674 Sold out 1 Options Calls 0 Puts 0
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