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
NWSA
News Corp

Communication Services
733
+ 7.69%
$26.29 - $30.49 $19.3K - $22.3K
10.3K $279K
CTSH
Cognizant Technology Solutions Corp

Technology
234
+ 12.07%
$75.32 - $90.7 $17.6K - $21.2K
2.17K $166K
REG
Regency Centers Corp

Real Estate
269
+ 1.94%
$68.83 - $77.74 $18.5K - $20.9K
14.1K $1.04M
CNHI
Cnh Industrial N.V.

Industrials
1.47K
+ 6.22%
N/A
25.2K $262K
VPL
Vanguard Ftse Pacific ETF Ftse

ETFs
36
+ 0.36%
$69.87 - $75.62 $2.52K - $2.72K
9.96K $721K
ESI
Element Solutions Inc

Basic Materials
765
+ 159.71%
$22.61 - $27.55 $17.3K - $21.1K
1.24K $28K
TRMB
Trimble Inc.

Technology
246
+ 140.57%
$65.52 - $77.49 $16.1K - $19.1K
421 $27K
CUBE
Cube Smart

Real Estate
351
+ 11.42%
$40.23 - $43.23 $14.1K - $15.2K
3.43K $146K
LECO
Lincoln Electric Holdings Inc

Industrials
77
+ 89.53%
$180.51 - $216.81 $13.9K - $16.7K
163 $30K
OHI
Omega Healthcare Investors Inc

Real Estate
281
+ 1.85%
$35.7 - $38.33 $10K - $10.8K
15.5K $590K
GOVT
Ishares U.S. Treasury Bond ETF

ETFs
603
+ 12.7%
$22.25 - $23.0 $13.4K - $13.9K
5.35K $123K
X
United States Steel Corp

Basic Materials
64
+ 5.71%
$30.47 - $43.0 $1.95K - $2.75K
1.18K $50K
FICO
Fair Isaac Corp

Technology
10
+ 17.24%
$1695.35 - $2030.47 $17K - $20.3K
68 $125K
ESS
Essex Property Trust, Inc.

Real Estate
37
+ 0.64%
N/A
5.79K $1.58M
TYL
Tyler Technologies Inc

Technology
14
+ 29.17%
$553.41 - $646.74 $7.75K - $9.05K
62 $36K
LAMR
Lamar Advertising CO

Real Estate
127
+ 16.43%
$110.65 - $132.9 $14.1K - $16.9K
900 $102K
UI
Ubiquiti Inc.

Technology
33
+ 45.21%
$300.93 - $431.11 $9.93K - $14.2K
106 $32K
MSTR
Microstrategy Inc

Technology
28
+ 12.02%
$239.27 - $396.5 $6.7K - $11.1K
261 $75K
G
Genpact LTD

Technology
19
+ 2.17%
$42.88 - $55.54 $815 - $1.06K
895 $45K
USB
Us Bancorp \De\

Financial Services
720
+ 16.9%
$40.92 - $50.9 $29.5K - $36.6K
4.98K $210K
PSA
Public Storage

Real Estate
29
+ 0.4%
$288.99 - $313.98 $8.38K - $9.11K
7.19K $2.15M
SLYV
Spdr S&P 600 Small Cap Value E

ETFs
77
+ 256.67%
$77.33 - $90.16 $5.95K - $6.94K
107 $8K
SJNK
Spdr Bloomberg Short Term High

ETFs
268
+ 8.63%
$25.08 - $25.64 $6.72K - $6.87K
3.37K $84K
TSN
Tyson Foods, Inc.

Consumer Defensive
2
+ 0.2%
$54.27 - $63.81 $109 - $128
996 $63K
KBH
Kb Home

Consumer Cyclical
1.17K
+ 14.29%
$57.73 - $70.05 $67.4K - $81.8K
9.34K $542K
EEM
Ishares Msci Emerging Markets

ETFs
123
+ 121.78%
$40.81 - $45.34 $5.02K - $5.58K
224 $9K
MFC
Manulife Financial Corp

Financial Services
163
+ 33.27%
$28.41 - $31.82 $4.63K - $5.19K
653 $20K
WCC
Wesco International Inc

Industrials
77
+ 22.13%
$155.3 - $199.95 $12K - $15.4K
425 $66K
LCID
Lucid Group, Inc.

Consumer Cyclical
1.94K
+ 100.21%
$2.03 - $3.48 $3.94K - $6.76K
3.88K $9K
IEO
Ishares Tr

ETFs
1
+ 0.13%
$86.02 - $99.13 $86 - $99.1
753 $71K
LYV
Live Nation Entertainment, Inc.

Communication Services
23
+ 6.12%
$115.79 - $154.66 $2.66K - $3.56K
399 $52K
YETI
Yeti Holdings, Inc.

Consumer Cyclical
310
+ 24.78%
$31.92 - $38.83 $9.9K - $12K
1.56K $51K
TOST
Toast, Inc.

Technology
113
+ 29.82%
$32.61 - $41.98 $3.68K - $4.74K
492 $16K
GPC
Genuine Parts CO

Consumer Cyclical
16
+ 3.77%
$115.91 - $129.02 $1.85K - $2.06K
440 $52K
KEYS
Keysight Technologies, Inc.

Technology
41
+ 13.23%
$148.16 - $185.11 $6.07K - $7.59K
351 $52K
UMBF
Umb Financial Corp

Financial Services
20
+ 117.65%
$98.0 - $122.56 $1.96K - $2.45K
37 $3K
VDC
Vanguard Consumer Staples ETF

ETFs
8
+ 44.44%
$206.54 - $226.16 $1.65K - $1.81K
26 $5K
VTWO
Vanguard Russell 2000 ETF

ETFs
44
+ 12.29%
$80.08 - $92.93 $3.52K - $4.09K
402 $32K
VCR
Vanguard Consumer Discretionar

ETFs
5
+ 55.56%
$318.51 - $391.75 $1.59K - $1.96K
14 $4K
VIS
Vanguard Industrial ETF

ETFs
7
+ 58.33%
$243.63 - $273.99 $1.71K - $1.92K
19 $4K
IGIB
Ishares Trust Ishares 5 10 Yea

ETFs
3
+ 0.5%
$50.82 - $52.7 $152 - $158
601 $31K
FSIG
First Tr ETF Iv LTD Duration I
22
+ 0.23%
$18.74 - $19.04 $412 - $419
9.42K $178K
SCHZ
Schwab Us Aggregate Bond ETF

ETFs
19
+ 67.86%
$22.46 - $23.26 $427 - $442
47 $1K
LCTD
Blackrock ETF World Ex Us Carb
4.44K
+ 80.83%
N/A
9.93K $0
Lam Research Corp
719
+ 11.19%
N/A
7.14K $0
Blackrock ETF Trust Ii
922
+ 17.75%
N/A
6.12K $0
First Tr Exchange Traded Fd
6.52K
+ 32.9%
N/A
26.3K $0
Kenvue Inc
23.2K
+ 1037.27%
N/A
25.5K $0
PFFD
Global X Fds U S Pfd ETF (De)

ETFs
422
+ 2.46%
$19.04 - $20.15 $8.03K - $8.5K
17.6K $335K
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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