Geo Wealth Management, LLC Reduced Holdings in Q1 2025

Geo Wealth Management, LLC

  • $2.33 Billion
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
GTO
Invesco Actively Managed ETF T

ETFs
-550K
- 94.42%
$45.9 - $47.37 $25.2M - $26M
32.5K $1.52M
VUG
Vanguard Growth ETF

ETFs
-56.8K
- 97.19%
$369.1 - $427.61 $21M - $24.3M
1.64K $609K
ONEQ
Fidelity Nasdaq Composite Inde

ETFs
-302K
- 99.74%
$68.07 - $78.99 $20.5M - $23.8M
789 $53K
IWY
Ishares Tr Russell 200 Growth

ETFs
-81.4K
- 94.37%
$210.19 - $243.33 $17.1M - $19.8M
4.86K $1.03M
BIL
Spdr Bloomberg 1 3 Month T Bil

ETFs
-211K
- 77.23%
$91.45 - $91.75 $19.3M - $19.3M
62.1K $5.7M
CWB
Spdr Bloomberg Convertible Sec

ETFs
-231K
- 99.48%
$75.99 - $81.58 $17.5M - $18.8M
1.2K $91K
SPY
Spdr S&P 500 ETF Trust

ETFs
-28.1K
- 72.28%
$551.42 - $612.93 $15.5M - $17.2M
10.8K $6.03M
MGC
Vanguard Mega Cap ETF

ETFs
-76.3K
- 89.07%
$199.2 - $222.69 $15.2M - $17M
9.37K $1.89M
MGK
Vanguard Mega Cap Growth ETF

ETFs
-40.8K
- 76.0%
$307.43 - $357.48 $12.5M - $14.6M
12.9K $3.98M
IMCG
Ishare Morningstar Mid Cap Gro

ETFs
-178K
- 99.71%
$69.69 - $79.99 $12.4M - $14.2M
514 $36K
VXUS
Vanguard Star Fd Vanguard Tota

ETFs
-256K
- 28.16%
$58.01 - $64.46 $14.9M - $16.5M
654K $40.6M
VTEB
Vanguard Mun Bd Fds Tax Exempt

ETFs
-230K
- 11.91%
$49.25 - $50.66 $11.3M - $11.7M
1.7M $84.6M
XLSR
Ssga Active Tr Spdr Ssga Us Se

ETFs
-218K
- 78.72%
$49.85 - $56.22 $10.9M - $12.2M
58.9K $2.99M
DFAC
Dimensional ETF Tr U S Core Eq

ETFs
-91.2K
- 1.7%
$32.42 - $36.13 $2.96M - $3.29M
5.27M $174M
NVDA
Nvidia Corp

Technology
-54.7K
- 28.0%
$106.98 - $149.43 $5.85M - $8.17M
141K $15.2M
QQQ
Invesco Qqq Trust, Series 1

ETFs
-21K
- 83.91%
$468.34 - $539.52 $9.83M - $11.3M
4.03K $1.89M
OEF
Ishares S&P 100 ETF

ETFs
-40.1K
- 96.43%
N/A
1.49K $395K
DFAI
Dimensional ETF Tr

ETFs
-379K
- 62.38%
$28.88 - $32.4 $10.9M - $12.3M
229K $7.14M
SMLF
Ishares Msci Usa Small Cap Mul

ETFs
-146K
- 65.87%
$60.91 - $71.4 $8.9M - $10.4M
75.7K $4.71M
AAPL
Apple Inc.

Technology
-29.2K
- 26.09%
$209.68 - $247.1 $6.12M - $7.21M
82.7K $18.4M
XMHQ
Invesco Exchange Traded Fd Tr

ETFs
-90.1K
- 79.47%
$89.18 - $104.04 $8.04M - $9.37M
23.3K $2.13M
VV
Vanguard Large Cap ETF

ETFs
-10.9K
- 2.53%
$253.32 - $282.66 $2.77M - $3.09M
422K $109M
IAGG
Ishares Tr Core Intl Aggregate

ETFs
-157K
- 13.98%
$49.42 - $50.43 $7.76M - $7.92M
966K $48.3M
SPYG
Spdr Portfolio

ETFs
-81.5K
- 85.98%
$80.05 - $92.39 $6.52M - $7.53M
13.3K $1.07M
MSFT
Microsoft Corp

Technology
-12.5K
- 22.7%
$375.39 - $447.2 $4.71M - $5.61M
42.7K $16M
SPEM
Spdr Ser Tr Fds Spdr Portfolio

ETFs
-204K
- 21.08%
$37.07 - $40.63 $7.58M - $8.31M
765K $30.1M
SPYV
Spdr Portfolio S&P 500 Value E

ETFs
-138K
- 95.67%
$49.78 - $53.19 $6.85M - $7.32M
6.24K $318K
IWL
Ishares Tr Russell 200 ETF

ETFs
-46.9K
- 76.7%
$135.83 - $151.73 $6.38M - $7.12M
14.3K $1.96M
JNK
Spdr Bloomberg High Yield Bond

ETFs
-67.1K
- 93.26%
$94.86 - $97.12 $6.37M - $6.52M
4.85K $461K
DFNM
Dimensional ETF Tr Natl Mun Bd

ETFs
-128K
- 12.67%
$47.35 - $48.24 $6.04M - $6.15M
879K $41.8M
AMZN
Amazon Com Inc

Consumer Cyclical
-19.9K
- 26.17%
$190.26 - $242.06 $3.79M - $4.82M
56.2K $10.7M
USFR
Wisdomtree Floating Rate Treas

ETFs
-116K
- 99.97%
$50.29 - $50.5 $5.85M - $5.87M
40 $2K
FISR
Ssga Active Tr Spdr Ssga Fixed

ETFs
-207K
- 84.52%
$25.06 - $25.98 $5.18M - $5.37M
37.8K $979K
AVEM
American Centy ETF Tr Avantis

ETFs
-89.7K
- 65.7%
$57.11 - $62.4 $5.12M - $5.6M
46.8K $2.82M
SCHG
Schwab Strategic Tr Us Large C

ETFs
-176K
- 74.83%
$24.91 - $29.02 $4.39M - $5.12M
59.3K $1.48M
VO
Vanguard Mid Cap ETF

ETFs
-17.6K
- 19.1%
$251.87 - $277.95 $4.44M - $4.9M
74.7K $19.3M
FTEC
Fidelity Covington Tr Msci Inf

ETFs
-23.1K
- 93.72%
$161.27 - $192.3 $3.73M - $4.44M
1.55K $249K
XLRE
Select Sector Spdr Tr Real Est

ETFs
-105K
- 79.96%
$39.18 - $43.52 $4.1M - $4.55M
26.2K $1.1M
BNDX
Vanguard Total International B

ETFs
-83.3K
- 16.59%
$48.33 - $49.5 $4.03M - $4.12M
419K $20.4M
VB
Vanguard Small Cap ETF

ETFs
-14.1K
- 25.52%
$217.89 - $252.64 $3.07M - $3.56M
41.1K $9.12M
GOOGL
Alphabet Inc.

Communication Services
-11.6K
- 19.05%
$154.33 - $206.19 $1.78M - $2.38M
49.1K $7.59M
SPSM
Spdr Portfolio S&P 600 Small C

ETFs
-85K
- 85.84%
$40.03 - $46.81 $3.4M - $3.98M
14K $571K
IETC
Ishares U S ETF Tr

ETFs
-41.9K
- 67.25%
$74.94 - $89.98 $3.14M - $3.77M
20.4K $1.53M
AOA
Ishares Tr Core Aggressive All

ETFs
-45.9K
- 35.93%
$75.7 - $80.01 $3.48M - $3.67M
81.9K $6.26M
ANGL
Vaneck ETF Tr Fallen Angel Hig

ETFs
-115K
- 64.42%
$28.55 - $29.09 $3.28M - $3.34M
63.4K $1.83M
XLG
Invesco Exchange Traded Fd Tr

ETFs
-58.1K
- 38.35%
$45.72 - $51.73 $2.66M - $3.01M
93.4K $4.3M
SUSL
Ishares Tr Esg Msci Usa Leader

ETFs
-23.8K
- 17.58%
$95.35 - $107.82 $2.27M - $2.56M
111K $10.7M
GSLC
Goldman Sachs ETF Tr Activebet

ETFs
-21K
- 12.89%
$108.02 - $120.45 $2.27M - $2.53M
142K $15.6M
RSP
Invesco S&P 500 Equal Weight E

ETFs
-17.7K
- 64.12%
$169.43 - $182.84 $3M - $3.24M
9.92K $1.72M
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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