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
TPR
Tapestry, Inc.

Consumer Cyclical
334
+ 12.78%
$60.6 - $87.81 $20.2K - $29.3K
2.95K $258K
DPZ
Dominos Pizza Inc

Consumer Cyclical
177
+ 19.01%
$430.72 - $497.52 $76.2K - $88.1K
1.11K $499K
LDOS
Leidos Holdings, Inc.

Technology
378
+ 68.6%
$132.9 - $160.3 $50.2K - $60.6K
929 $146K
DIA
Spdr Dow Jones Industrial Average ETF Trust

ETFs
150
+ 48.08%
$376.48 - $440.65 $56.5K - $66.1K
462 $203K
ACN
Accenture PLC

Technology
486
+ 8.66%
$279.23 - $323.21 $136K - $157K
6.1K $1.82M
DEO
Diageo PLC

Consumer Defensive
1K
+ 12.81%
$99.86 - $115.75 $99.9K - $116K
8.81K $887K
SLB
Schlumberger Limited

Energy
2.91K
+ 83.0%
$31.95 - $42.2 $92.9K - $123K
6.41K $216K
VEU
Vanguard Ftse All World Ex Us

ETFs
45
+ 0.45%
$54.19 - $67.22 $2.44K - $3.02K
10.1K $682K
SWKS
Skyworks Solutions, Inc.

Technology
851
+ 145.72%
$49.2 - $74.95 $41.9K - $63.8K
1.44K $106K
USIG
Ishares Tr Broad Usd Inbd Etfv

ETFs
1.33K
+ 307.66%
$49.73 - $51.44 $65.9K - $68.2K
1.76K $90K
IBDQ
Ishares Ibonds Dec 2025 Term C

ETFs
2.62K
+ 7.13%
$25.04 - $25.18 $65.6K - $65.9K
39.3K $990K
LQDH
Ishares U S ETF Tr Int Rate He

ETFs
724
+ 32.35%
$88.49 - $92.4 $64.1K - $66.9K
2.96K $273K
DXJ
Wisdomtree Trust Japan Hedged

ETFs
384
+ 6.82%
$95.74 - $115.54 $36.8K - $44.4K
6.02K $687K
SAN
Banco Santander, S.A.

Financial Services
4.07K
+ 20.68%
$5.72 - $8.32 $23.3K - $33.8K
23.7K $196K
IGIB
Ishares Trust Ishares 5 10 Yea

ETFs
1.21K
+ 200.67%
$51.1 - $53.29 $61.6K - $64.3K
1.81K $96K
SMFG
Sumitomo Mitsui Financial Group, Inc.

Financial Services
4.32K
+ 91.93%
$12.23 - $15.46 $52.8K - $66.8K
9.02K $136K
FE
Firstenergy Corp

Utilities
1.58K
+ 33.46%
$38.31 - $43.17 $60.6K - $68.3K
6.31K $254K
RL
Ralph Lauren Corp

Consumer Cyclical
185
+ 91.13%
$182.34 - $286.22 $33.7K - $53K
388 $106K
HSBC
Hsbc Holdings PLC

Financial Services
877
+ 40.98%
$46.68 - $61.09 $40.9K - $53.6K
3.02K $183K
OTIS
Otis Worldwide Corp

Industrials
605
+ 141.36%
$90.88 - $104.3 $55K - $63.1K
1.03K $102K
STE
Steris PLC

Healthcare
238
+ 330.56%
$208.55 - $252.55 $49.6K - $60.1K
310 $74K
IGEB
Ishares Tr Edge Invt Grade Enh

ETFs
1.15K
+ 10.82%
$43.65 - $45.44 $50.1K - $52.2K
11.8K $534K
SSNC
Ss&C Technologies Holdings Inc

Technology
696
+ 191.74%
$71.96 - $83.42 $50.1K - $58.1K
1.06K $87K
IBKR
Interactive Brokers Group, Inc.

Financial Services
3.54K
+ 278.3%
$50.53 - $212.53 $179K - $752K
4.81K $266K
IDXX
Idexx Laboratories Inc

Healthcare
45
+ 17.86%
$361.04 - $536.34 $16.2K - $24.1K
297 $159K
MO
Altria Group, Inc.

Consumer Defensive
1.03K
+ 17.5%
$55.56 - $60.91 $57.4K - $63K
6.94K $407K
HLT
Hilton Worldwide Holdings Inc.

Consumer Cyclical
42
+ 3.87%
$201.28 - $266.34 $8.45K - $11.2K
1.13K $300K
AME
Ametek Inc

Industrials
267
+ 55.63%
$151.41 - $182.75 $40.4K - $48.8K
747 $135K
DOX
Amdocs LTD

Technology
585
+ 33.85%
$80.46 - $94.08 $47.1K - $55K
2.31K $211K
KIM
Kimco Realty Corp

Real Estate
2.74K
+ 7.48%
$18.7 - $21.69 $51.2K - $59.4K
39.4K $827K
AZN
Astrazeneca PLC

Healthcare
1.73K
+ 8.85%
$64.87 - $75.0 $112K - $130K
21.3K $1.49M
LAMR
Lamar Advertising CO

Real Estate
352
+ 39.11%
$102.35 - $121.67 $36K - $42.8K
1.25K $151K
BR
Broadridge Financial Solutions, Inc.

Technology
198
+ 78.57%
$217.22 - $246.25 $43K - $48.8K
450 $109K
DRI
Darden Restaurants Inc

Consumer Cyclical
154
+ 10.79%
$186.58 - $225.78 $28.7K - $34.8K
1.58K $344K
SONY
Sony Group Corp

Technology
1.64K
+ 22.5%
$21.24 - $26.88 $34.8K - $44.1K
8.93K $232K
MBB
Ishares Tr

ETFs
478
+ 8.12%
$91.41 - $94.22 $43.7K - $45K
6.36K $597K
GWRE
Guidewire Software, Inc.

Technology
32
+ 4.03%
$172.73 - $257.37 $5.53K - $8.24K
826 $194K
TYL
Tyler Technologies Inc

Technology
76
+ 122.58%
$521.68 - $592.84 $39.6K - $45.1K
138 $81K
LPLA
Lpl Financial Holdings Inc.

Financial Services
43
+ 7.03%
$283.31 - $388.96 $12.2K - $16.7K
655 $245K
HBAN
Huntington Bancshares Inc

Financial Services
1.63K
+ 15.82%
$12.49 - $16.76 $20.3K - $27.3K
11.9K $199K
VCLT
Vanguard Lg Trm Corp Bd ETF

ETFs
560
+ 12.51%
$72.12 - $76.23 $40.4K - $42.7K
5.04K $382K
USB
Us Bancorp \De\

Financial Services
630
+ 12.65%
$36.4 - $45.76 $22.9K - $28.8K
5.61K $253K
VONG
Vanguard Russell 1000 Growth E

ETFs
388
+ 2586.67%
$82.51 - $109.2 $32K - $42.4K
403 $44K
G
Genpact LTD

Technology
1.09K
+ 121.56%
$40.65 - $50.56 $44.2K - $55K
1.98K $87K
GLW
Corning Inc

Technology
230
+ 5.28%
$39.07 - $52.59 $8.99K - $12.1K
4.58K $240K
CME
Cme Group Inc.

Financial Services
103
+ 8.44%
$252.37 - $290.71 $26K - $29.9K
1.32K $364K
MLM
Martin Marietta Materials Inc

Basic Materials
44
+ 20.09%
$452.51 - $568.19 $19.9K - $25K
263 $144K
VONV
Vanguard Russell 1000 Value Et

ETFs
441
+ 215.12%
$73.19 - $85.21 $32.3K - $37.6K
646 $55K
WSO
Watsco Inc

Industrials
113
+ 68.9%
$421.84 - $520.66 $47.7K - $58.8K
277 $122K
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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