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
PFFD
Global X Fds U S Pfd ETF (De)

ETFs
393
+ 2.23%
$18.11 - $18.97 $7.12K - $7.46K
18K $339K
ALLE
Allegion PLC

Industrials
8
+ 4.23%
$118.52 - $145.64 $948 - $1.17K
197 $28K
LECO
Lincoln Electric Holdings Inc

Industrials
5
+ 3.07%
$167.18 - $211.38 $836 - $1.06K
168 $34K
TRV
Travelers Companies, Inc.

Financial Services
11
+ 2.98%
$233.83 - $276.34 $2.57K - $3.04K
380 $101K
EWU
Ishs Msci Utd Kingdom ETF

ETFs
99
+ 198.0%
$33.19 - $40.78 $3.29K - $4.04K
149 $5K
VTWO
Vanguard Russell 2000 ETF

ETFs
3
+ 0.75%
$70.56 - $87.22 $212 - $262
405 $35K
URTH
Ishares Msci World ETF

ETFs
2
+ 0.98%
$136.3 - $169.38 $273 - $339
206 $34K
LOPE
Grand Canyon Education, Inc.

Consumer Defensive
6
+ 5.0%
$162.37 - $200.76 $974 - $1.2K
126 $23K
AN
Autonation, Inc.

Consumer Cyclical
2
+ 3.39%
$155.71 - $201.03 $311 - $402
61 $12K
IT
Gartner Inc

Technology
16
+ 6.67%
$377.5 - $449.52 $6.04K - $7.19K
256 $103K
ACWX
Ishares Msci Acwi Ex Us ETF

ETFs
4
+ 1.35%
$49.48 - $61.22 $198 - $245
301 $18K
NVCR
Novo Cure LTD

Healthcare
73
+ 8.77%
$15.37 - $19.4 $1.12K - $1.42K
905 $16K
TPSC
Timothy Plan U S Sm Cap Core E

ETFs
44
+ 12.09%
$32.77 - $38.72 $1.44K - $1.7K
408 $15K
MET
Metlife Inc

Financial Services
21
+ 0.47%
$68.42 - $82.49 $1.44K - $1.73K
4.51K $362K
RLI
Rli Corp

Financial Services
21
+ 58.33%
$71.27 - $80.82 $1.5K - $1.7K
57 $4K
PSX
Phillips 66

Energy
60
+ 4.12%
$92.87 - $125.73 $5.57K - $7.54K
1.52K $180K
ACGL
Arch Capital Group Ltd.

Financial Services
67
+ 6.48%
$84.99 - $96.82 $5.69K - $6.49K
1.1K $100K
EVRG
Evergy, Inc.

Utilities
13
+ 1.36%
$64.06 - $69.64 $833 - $905
969 $66K
WY
Weyerhaeuser CO

Real Estate
3.59K
+ 14.23%
$24.69 - $29.48 $88.6K - $106K
28.8K $739K
OMC
Omnicom Group Inc.

Communication Services
342
+ 15.62%
$69.22 - $79.77 $23.7K - $27.3K
2.53K $182K
EFA
Ishares Tr Msci Eafe ETF

ETFs
8
+ 8.79%
$72.96 - $90.39 $584 - $723
99 $8K
First Tr Exchange Traded Fd
5.98K
+ 22.71%
N/A
32.3K $0
FTGS
First Tr Exchange Traded Fd Gr
1.05K
+ 10.31%
N/A
11.3K $0
VUSB
Vanguard Bd Index Fds
12.4K
+ 38.35%
N/A
44.8K $0
ATO
Atmos Energy Corp

Utilities
2
+ 1.82%
$145.06 - $162.66 $290 - $325
112 $17K
Atlassian Corporation
35
+ 18.82%
N/A
221 $0
CRH.L
Crh PLC

Basic Materials
86
+ 59.31%
N/A
231 $0
Blackrock ETF Trust
8.84K
+ 121.62%
N/A
16.1K $0
Columbia ETF Tr I
72
+ 0.33%
N/A
21.6K $0
VHT
Vanguard Health Care ETF

ETFs
2
+ 11.76%
$236.71 - $261.92 $473 - $524
19 $4K
Dimensional ETF Trust
119K
+ 310.68%
N/A
157K $0
Dimensional ETF Trust
4.53K
+ 32.22%
N/A
18.6K $0
BOX
Box Inc

Technology
13
+ 100.0%
$28.42 - $38.55 $369 - $501
26 $0
XTEN
Bondbloxx ETF Tr Bloomberg 10
285
+ 3562.5%
N/A
293 $0
Ea Series Trust
2.52K
+ 8.2%
N/A
33.2K $0
Elevation Series Trust
3.17K
+ 11.16%
N/A
31.6K $0
AZBO
Aim ETF Prods Tr Allianzim Us

ETFs
10.5K
+ 21.49%
N/A
59.3K $0
Blackrock Inc
8
+ 1.6%
N/A
507 $0
AZBL
Aim ETF Prods Tr Allianzim Us

Technology
1.41K
+ 11.78%
N/A
13.4K $0
Blackrock ETF Trust Ii
1.55K
+ 25.38%
N/A
7.67K $0
LCTD
Blackrock ETF World Ex Us Carb
4.4K
+ 44.33%
N/A
14.3K $0
VDE
Vanguard Energy ETF

ETFs
2
+ 5.41%
$105.87 - $130.56 $212 - $261
39 $4K
Ge Healthcare Technologies I
376
+ 70.41%
N/A
910 $0
Smurfit Westrock PLC
6.15K
+ 4620.3%
N/A
6.28K $0
Strategic Trust
10.5K
+ 4.47%
N/A
246K $0
Aim ETF Products Trust
15.3K
+ 24.31%
N/A
78.2K $0
Jacobs Solutions Inc
1.45K
+ 102.83%
N/A
2.87K $0
Lam Research Corp
1.07K
+ 14.98%
N/A
8.21K $0
TUA
Simpl Exch Traded Fds Sht Term
6.86K
+ 12.83%
N/A
60.4K $0
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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