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
STT
State Street Corp

Financial Services
197
+ 18.46%
$75.33 - $106.34 $14.8K - $20.9K
1.26K $134K
ENB
Enbridge Inc

Energy
771
+ 25.45%
$41.09 - $47.16 $31.7K - $36.4K
3.8K $172K
SPLB
Spdr Portfolio Long Term Corpo

ETFs
1.7K
+ 11.55%
$21.37 - $22.67 $36.3K - $38.5K
16.4K $370K
MSI
Motorola Solutions, Inc.

Technology
154
+ 9.63%
$394.72 - $440.39 $60.8K - $67.8K
1.75K $737K
STX
Seagate Technology Holdings PLC

Technology
122
+ 36.53%
$66.54 - $144.33 $8.12K - $17.6K
456 $65K
NXPI
Nxp Semiconductors N.V.

Technology
147
+ 77.37%
$153.5 - $218.72 $22.6K - $32.2K
337 $73K
FITB
Fifth Third Bancorp

Financial Services
809
+ 37.16%
$33.32 - $41.51 $27K - $33.6K
2.99K $122K
BRO
Brown & Brown, Inc.

Financial Services
483
+ 40.05%
$104.48 - $124.43 $50.5K - $60.1K
1.69K $187K
MMC
Marsh & Mclennan Companies, Inc.

Financial Services
312
+ 24.61%
$212.1 - $244.27 $66.2K - $76.2K
1.58K $345K
IFF
International Flavors & Fragrances Inc

Basic Materials
582
+ 35.55%
$66.85 - $79.33 $38.9K - $46.2K
2.22K $163K
APO
Apollo Global Management, Inc.

Financial Services
222
+ 32.46%
$108.68 - $145.07 $24.1K - $32.2K
906 $128K
EXPE
Expedia Group, Inc.

Consumer Cyclical
207
+ 42.16%
$136.63 - $176.62 $28.3K - $36.6K
698 $117K
TLH
Ishares Barclays 10 20 Yr Trea

ETFs
645
+ 4.42%
$97.29 - $105.63 $62.8K - $68.1K
15.3K $1.55M
MUFG
Mitsubishi Ufj Financial Group Inc

Financial Services
2.46K
+ 33.71%
$10.79 - $14.14 $26.5K - $34.7K
9.74K $133K
BSV
Vanguard Bd Index Fd Inc Short

ETFs
421
+ 1137.84%
$77.74 - $78.78 $32.7K - $33.2K
458 $36K
UL
Unilever PLC

Consumer Defensive
394
+ 6.2%
$57.9 - $65.43 $22.8K - $25.8K
6.75K $412K
TFC
Truist Financial Corp

Financial Services
577
+ 10.88%
$34.79 - $42.99 $20.1K - $24.8K
5.88K $252K
OKTA
Okta, Inc.

Technology
375
+ 38.19%
$91.24 - $127.3 $34.2K - $47.7K
1.36K $135K
HAL
Halliburton CO

Energy
1.82K
+ 177.95%
$19.26 - $25.7 $35.1K - $46.9K
2.85K $58K
ZBRA
Zebra Technologies Corp

Technology
95
+ 133.8%
$213.54 - $309.26 $20.3K - $29.4K
166 $51K
CSX
Csx Corp

Industrials
573
+ 14.7%
$26.69 - $32.91 $15.3K - $18.9K
4.47K $145K
ZTS
Zoetis Inc.

Healthcare
412
+ 10.5%
$144.41 - $170.3 $59.5K - $70.2K
4.34K $676K
FTA
First Tr Large Cap Value

ETFs
311
+ 12.01%
$67.12 - $78.63 $20.9K - $24.5K
2.9K $228K
SPYV
Spdr Portfolio S&P 500 Value E

ETFs
423
+ 6.78%
$45.11 - $52.34 $19.1K - $22.1K
6.66K $348K
MILN
Global X Funds Global X Millen

ETFs
22
+ 0.45%
$38.03 - $48.8 $837 - $1.07K
4.96K $242K
TYA
Simplify Exchange Traded Fds S

ETFs
2.29K
+ 11.24%
N/A
22.6K $287K
CTAS
Cintas Corp

Industrials
57
+ 6.06%
$190.11 - $227.66 $10.8K - $13K
998 $222K
APD
Air Products & Chemicals, Inc.

Basic Materials
154
+ 14.04%
$248.61 - $294.96 $38.3K - $45.4K
1.25K $352K
HIW
Highwoods Properties, Inc.

Real Estate
329
+ 2.61%
$25.31 - $31.85 $8.33K - $10.5K
12.9K $401K
IWB
Ishares Tr Russell 1000 ETF

ETFs
54
+ 19.35%
$272.36 - $339.57 $14.7K - $18.3K
333 $113K
UAL
United Airlines Holdings, Inc.

Industrials
122
+ 7.0%
$56.15 - $84.23 $6.85K - $10.3K
1.86K $148K
AMP
Ameriprise Financial Inc

Financial Services
12
+ 3.08%
$422.19 - $533.73 $5.07K - $6.4K
401 $214K
HCA
Hca Healthcare, Inc.

Healthcare
10
+ 1.72%
$317.61 - $387.52 $3.18K - $3.88K
593 $227K
WPC
W. P. Carey Inc.

Real Estate
436
+ 11.03%
$56.12 - $64.53 $24.5K - $28.1K
4.39K $273K
HYS
Pimco ETF Tr 1 5 Yr High Yield

ETFs
105
+ 1.03%
$89.58 - $95.01 $9.41K - $9.98K
10.3K $975K
KMI
Kinder Morgan, Inc.

Energy
186
+ 0.91%
$25.21 - $29.4 $4.69K - $5.47K
20.5K $604K
WMB
Williams Companies, Inc.

Energy
153
+ 3.36%
$54.33 - $62.87 $8.31K - $9.62K
4.71K $295K
CCI
Crown Castle International Corp

Real Estate
414
+ 2.99%
$94.83 - $107.06 $39.3K - $44.3K
14.3K $1.47M
SOFI
So Fi Technologies, Inc.

Financial Services
29
+ 0.88%
$9.5 - $18.21 $276 - $528
3.32K $60K
SO
Southern CO

Utilities
244
+ 5.78%
$84.91 - $92.56 $20.7K - $22.6K
4.46K $409K
FLEX
Flex Ltd.

Technology
21
+ 1.78%
$26.68 - $50.09 $560 - $1.05K
1.2K $60K
LYB
Lyondell Basell Industries N.V.

Basic Materials
716
+ 43.26%
$53.23 - $70.65 $38.1K - $50.6K
2.37K $137K
KMB
Kimberly Clark Corp

Consumer Defensive
341
+ 19.5%
$126.84 - $145.22 $43.3K - $49.5K
2.09K $269K
ZM
Zoom Video Communications, Inc.

Technology
211
+ 22.98%
$66.7 - $84.62 $14.1K - $17.9K
1.13K $88K
LQD
Ishares Iboxx $ Investment Gra

ETFs
119
+ 1.41%
$105.23 - $109.61 $12.5K - $13K
8.57K $939K
PARA
Paramount Global

Communication Services
1.53K
+ 179.81%
$10.65 - $12.9 $16.3K - $19.8K
2.38K $30K
UI
Ubiquiti Inc.

Technology
22
+ 20.75%
$273.45 - $456.69 $6.02K - $10K
128 $52K
JCPB
J P Morgan Exchange Traded Fd

ETFs
425
+ 1.83%
$45.9 - $47.2 $19.5K - $20.1K
23.7K $1.11M
VMC
Vulcan Materials CO

Basic Materials
38
+ 12.34%
$226.49 - $276.01 $8.61K - $10.5K
346 $90K
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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