Geo Wealth Management, LLC New Holdings in Q2 2025

Geo Wealth Management, LLC

  • $2.4 Billion
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
MINO
Pimco ETF Tr Municipal Income

ETFs
143K
New
$43.42 - $45.15 $6.21M - $6.46M
143K $6.33M
IGOV
Ishares 1 3 International Trea

ETFs
112K
New
$39.53 - $43.1 $4.44M - $4.84M
112K $4.84M
QTEC
First Trust Nasdaq 100 Technol

ETFs
17.6K
New
$149.56 - $212.83 $2.64M - $3.76M
17.6K $3.76M
IXP
Ishares Global Comm Services E

ETFs
15.5K
New
$88.17 - $112.32 $1.36M - $1.74M
15.5K $1.74M
MUST
Columbia ETF Tr I Multi Sector

ETFs
80K
New
$19.47 - $20.4 $1.56M - $1.63M
80K $1.61M
FPA
First Trust Asia Pacific Ex Ja

ETFs
37.7K
New
$25.57 - $36.11 $965K - $1.36M
37.7K $1.35M
WRB
Berkley W R Corp

Financial Services
14.2K
New
$64.28 - $75.17 $913K - $1.07M
14.2K $1.04M
PLMR
Palomar Holdings, Inc.

Financial Services
5.72K
New
$129.99 - $175.67 $744K - $1M
5.72K $882K
DB
Deutsche Bank Aktiengesellschaft

Financial Services
23.1K
New
$19.5 - $30.4 $451K - $703K
23.1K $676K
ES
Eversource Energy

Utilities
9.62K
New
$54.25 - $65.89 $522K - $634K
9.62K $611K
HOOD
Robinhood Markets, Inc.

Technology
6.27K
New
$34.17 - $93.63 $214K - $587K
6.27K $586K
ILMN
Illumina, Inc.

Healthcare
4.57K
New
$70.3 - $95.41 $321K - $436K
4.57K $435K
SR
Spire Inc

Utilities
5.9K
New
$71.03 - $79.07 $419K - $466K
5.9K $430K
HYMB
Spdr Nuveen Bloomberg High Yie

ETFs
16K
New
$24.14 - $25.43 $386K - $407K
16K $396K
ACM
Aecom

Industrials
3.52K
New
$87.19 - $113.06 $306K - $397K
3.52K $396K
EEMA
Ishares Msci Emerging Markets

ETFs
4.68K
New
$64.59 - $83.0 $302K - $388K
4.68K $386K
RWX
Spdr Dow Jones International R

ETFs
10.1K
New
$23.06 - $27.4 $233K - $277K
10.1K $277K
ZROZ
Pimco ETF Tr 25+ Yr Zero Cpn U

ETFs
3.95K
New
$62.08 - $73.58 $245K - $290K
3.95K $264K
SIXO
Aim ETF Tr Allianzim Us Lg Cap

ETFs
7.47K
New
$29.36 - $33.11 $219K - $247K
7.47K $247K
VRE
Veris Residential, Inc.

Real Estate
15.8K
New
$14.58 - $17.11 $230K - $269K
15.8K $234K
VOX
Vanguard Communication Service

ETFs
1.33K
New
$133.12 - $171.03 $177K - $227K
1.33K $227K
SHG
Shinhan Financial Group CO LTD

Financial Services
6.52K
New
N/A
6.52K $225K
CZR
Caesars Entertainment, Inc.

Consumer Cyclical
7.82K
New
$23.18 - $30.7 $181K - $240K
7.82K $222K
VMBS
Vanguard Mortg Backed Sec ETF

ETFs
4.66K
New
$45.2 - $46.6 $211K - $217K
4.66K $216K
GSUS
Goldman Sachs ETF Tr Marketbet

ETFs
2.36K
New
$68.32 - $85.57 $161K - $202K
2.36K $201K
IBHE
Ishares Ibonds 2025 Term High

ETFs
8.53K
New
$22.98 - $23.27 $196K - $198K
8.53K $198K
CATH
Global X Fds Global X S&P 500

ETFs
2.61K
New
$59.85 - $75.45 $156K - $197K
2.61K $196K
FLJP
Franklin Templeton ETF Tr

ETFs
5.92K
New
$26.35 - $32.28 $156K - $191K
5.92K $190K
CACI
Caci International Inc

Technology
440
New
N/A
440 $188K
HYDB
Ishares Tr Edge High Yield Def

ETFs
3.96K
New
$44.64 - $47.48 $177K - $188K
3.96K $188K
KEY
Keycorp

Financial Services
10.7K
New
$13.23 - $17.42 $141K - $186K
10.7K $185K
MKL
Markel Corp

Financial Services
92
New
$1678.5 - $1997.36 $154K - $184K
92 $183K
PLYM
Plymouth Industrial Reit, Inc.

Real Estate
11.2K
New
$13.46 - $16.77 $151K - $188K
11.2K $179K
BSCT
Invesco Index Fd Tr Bulletshar

ETFs
9.33K
New
$18.28 - $18.7 $170K - $174K
9.33K $174K
BIZD
Vaneck Vectors ETF Tr Bdc Inco

ETFs
9.78K
New
$13.96 - $16.51 $137K - $162K
9.78K $159K
RBLX
Roblox Corp

Communication Services
1.37K
New
$51.22 - $105.59 $70.1K - $145K
1.37K $144K
AFRM
Affirm Holdings, Inc.

Technology
2.07K
New
$35.75 - $69.14 $74.1K - $143K
2.07K $143K
COIN
Coinbase Global, Inc.

Technology
408
New
$151.47 - $375.07 $61.8K - $153K
408 $142K
FEZ
Spdr Euro Stoxx 50 ETF

ETFs
2.27K
New
$48.22 - $60.41 $110K - $137K
2.27K $135K
FPE
First Tr Pfd Secs & Income ETF

ETFs
7.53K
New
$16.93 - $17.81 $128K - $134K
7.53K $134K
ASX
Ase Technology Holding Co., Ltd.

Technology
13K
New
$7.42 - $10.65 $96.4K - $138K
13K $134K
FDN
First Tr Fd Dow Jones

ETFs
496
New
$200.29 - $269.33 $99.3K - $134K
496 $133K
PFF
Ishares Trust Ishares Pfd And

ETFs
4.33K
New
$29.0 - $30.68 $126K - $133K
4.33K $132K
NTRA
Natera, Inc.

Healthcare
764
New
$132.23 - $171.87 $101K - $131K
764 $129K
GPS
Gap Inc

Consumer Cyclical
6.4K
New
N/A
6.4K $129K
CYBR
Cyber Ark Software Ltd.

Technology
307
New
$305.98 - $406.88 $93.9K - $125K
307 $124K
BWXT
Bwx Technologies, Inc.

Industrials
854
New
$89.24 - $144.06 $76.2K - $123K
854 $123K
CASY
Caseys General Stores Inc

Consumer Cyclical
243
New
$415.82 - $510.91 $101K - $124K
243 $123K
KEP
Korea Electric Power Corp

Utilities
8.61K
New
$7.24 - $14.63 $62.3K - $126K
8.61K $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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