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
ULTA
Ulta Beauty, Inc.

Consumer Cyclical
21
+ 21.88%
$328.01 - $475.68 $6.89K - $9.99K
117 $54K
JBHT
Hunt J B Transport Services Inc

Industrials
144
+ 78.69%
$124.73 - $152.78 $18K - $22K
327 $46K
JAVA
Jp Morgan ETF Fd Tr Active Val

ETFs
67
+ 0.98%
$56.84 - $65.5 $3.81K - $4.39K
6.89K $451K
RF
Regions Financial Corp

Financial Services
496
+ 14.78%
$18.34 - $23.52 $9.1K - $11.7K
3.85K $90K
VPN
Global X Fds Data Ctr Reits &

ETFs
1.13K
+ 6.45%
N/A
18.7K $297K
SJNK
Spdr Bloomberg Short Term High

ETFs
652
+ 19.32%
$24.12 - $25.48 $15.7K - $16.6K
4.03K $102K
RGLD
Royal Gold Inc

Basic Materials
80
+ 40.82%
$155.48 - $186.71 $12.4K - $14.9K
276 $49K
A
Agilent Technologies, Inc.

Healthcare
135
+ 20.9%
$99.29 - $120.52 $13.4K - $16.3K
781 $92K
WIT
Wipro LTD

Technology
6.03K
+ 19.09%
$2.7 - $3.09 $16.3K - $18.6K
37.6K $113K
WCC
Wesco International Inc

Industrials
21
+ 4.94%
$132.86 - $186.1 $2.79K - $3.91K
446 $82K
TER
Teradyne, Inc

Technology
159
+ 88.83%
$67.96 - $91.05 $10.8K - $14.5K
338 $30K
EW
Edwards Lifesciences Corp

Healthcare
97
+ 6.74%
$67.07 - $78.22 $6.51K - $7.59K
1.54K $120K
VTV
Vanguard Value ETF

ETFs
46
+ 2.34%
$153.67 - $176.74 $7.07K - $8.13K
2.02K $356K
PEG
Public Service Enterprise Group Inc

Utilities
157
+ 9.76%
$77.13 - $84.18 $12.1K - $13.2K
1.77K $148K
MPC
Marathon Petroleum Corp

Energy
19
+ 3.33%
$118.55 - $170.08 $2.25K - $3.23K
590 $98K
DHI
Horton D R Inc

Consumer Cyclical
111
+ 33.43%
$115.1 - $129.63 $12.8K - $14.4K
443 $57K
RHP
Ryman Hospitality Properties, Inc.

Real Estate
132
+ 34.46%
$78.85 - $101.3 $10.4K - $13.4K
515 $50K
WEC
Wec Energy Group, Inc.

Utilities
185
+ 19.81%
$102.24 - $109.76 $18.9K - $20.3K
1.12K $116K
FAST
Fastenal CO

Industrials
3.05K
+ 95.55%
$40.65 - $83.16 $124K - $254K
6.24K $262K
JHG
Janus Henderson Group PLC

Financial Services
145
+ 4.82%
$29.47 - $38.84 $4.27K - $5.63K
3.15K $122K
XEL
Xcel Energy Inc

Utilities
299
+ 10.91%
$65.65 - $72.39 $19.6K - $21.6K
3.04K $207K
RGA
Reinsurance Group Of America Inc

Financial Services
49
+ 2.8%
$168.32 - $209.71 $8.25K - $10.3K
1.8K $356K
ROK
Rockwell Automation, Inc

Industrials
7
+ 5.51%
$218.97 - $332.17 $1.53K - $2.33K
134 $44K
VIG
Vanguard Dividend Appreciation

ETFs
63
+ 9.35%
N/A
737 $134K
WDAY
Workday, Inc.

Technology
3
+ 0.2%
$210.47 - $274.71 $631 - $824
1.5K $360K
SPIB
Spdr Portfolio Intermediate Te

ETFs
175
+ 1.33%
$32.62 - $33.58 $5.71K - $5.88K
13.4K $448K
MFG
Mizuho Financial Group Inc

Financial Services
1.71K
+ 15.59%
$4.25 - $5.66 $7.28K - $9.7K
12.7K $70K
LYG
Lloyds Banking Group PLC

Financial Services
14
+ 0.07%
$3.32 - $4.29 $46.5 - $60.1
20.9K $88K
DBMF
Litman Gregory Fds Tr Imgp Dbi

ETFs
83
+ 0.64%
$24.61 - $25.89 $2.04K - $2.15K
13K $334K
TPL
Texas Pacific Land Corp

Energy
10
+ 125.0%
$1036.28 - $1430.55 $10.4K - $14.3K
18 $19K
TOST
Toast, Inc.

Technology
92
+ 18.7%
$30.03 - $45.23 $2.76K - $4.16K
584 $25K
TECH
Bio Techne Corp

Healthcare
236
+ 72.39%
$46.66 - $58.38 $11K - $13.8K
562 $28K
SCHF
Schwab Strategic Tr Intl Eqty

ETFs
5
+ 0.15%
$17.76 - $22.1 $88.8 - $111
3.42K $75K
AMCR
Amcor PLC

Consumer Cyclical
1.2K
+ 18.95%
$8.57 - $9.81 $10.3K - $11.8K
7.53K $69K
CMCSA
Comcast Corp

Communication Services
638
+ 5.5%
$32.84 - $36.72 $21K - $23.4K
12.2K $436K
OLED
Universal Display Corp Pa

Technology
35
+ 62.5%
$106.6 - $161.02 $3.73K - $5.64K
91 $14K
TXG
10x Genomics, Inc.

Healthcare
469
+ 108.06%
$7.14 - $11.73 $3.35K - $5.5K
903 $10K
DUK
Duke Energy Corp

Utilities
128
+ 6.47%
$112.46 - $124.05 $14.4K - $15.9K
2.11K $248K
IWD
Ishares Russell 1000 Val ETF

ETFs
32
+ 47.06%
$166.82 - $194.23 $5.34K - $6.22K
100 $19K
PDBC
Invesco Act Mge Et Cmdt Fd Tr

ETFs
581
+ 61.55%
$12.21 - $13.9 $7.09K - $8.08K
1.53K $19K
NMR
Nomura Holdings Inc

Financial Services
294
+ 2.73%
$4.95 - $6.6 $1.46K - $1.94K
11.1K $72K
CCK
Crown Holdings Inc

Consumer Cyclical
8
+ 2.13%
$78.47 - $104.45 $628 - $836
383 $39K
IWS
Ishares Russell Midcap Value E

ETFs
9
+ 1.18%
$110.58 - $132.14 $995 - $1.19K
774 $102K
USMV
Ishares Msci Usa Min Vol Facto

ETFs
56
+ 7.32%
$85.42 - $94.39 $4.78K - $5.29K
821 $77K
HUBS
Hubspot Inc

Technology
13
+ 9.42%
$487.07 - $672.24 $6.33K - $8.74K
151 $84K
PFG
Principal Financial Group Inc

Financial Services
86
+ 18.38%
$69.56 - $86.19 $5.98K - $7.41K
554 $44K
ADM
Archer Daniels Midland CO

Consumer Defensive
18
+ 2.49%
$41.79 - $54.16 $752 - $975
740 $39K
TDOC
Teladoc Health, Inc.

Healthcare
592
+ 201.36%
$6.51 - $8.71 $3.85K - $5.16K
886 $7K
FISV
Fiserv Inc

Technology
37
+ 1.01%
N/A
3.71K $464K
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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