Geo Wealth Management, LLC Reduced Holdings in Q2 2025

Geo Wealth Management, LLC

  • $2.4 Billion
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
ASML
Asml Holding Nv

Technology
-85
- 7.74%
$595.37 - $815.24 $50.6K - $69.3K
1.01K $811K
IBM
International Business Machines Corp

Technology
-328
- 8.13%
$221.03 - $294.78 $72.5K - $96.7K
3.71K $1.09M
MCO
Moodys Corp

Financial Services
-79
- 2.16%
$396.7 - $501.59 $31.3K - $39.6K
3.58K $1.8M
XAR
Spdr S&P Aerospace & Defense E

ETFs
-56
- 2.6%
$144.94 - $210.94 $8.12K - $11.8K
2.1K $441K
QQQ
Invesco Qqq Trust, Series 1

ETFs
-426
- 10.58%
$416.06 - $551.64 $177K - $235K
3.6K $1.99M
RTX
Raytheon Technologies Corp

Industrials
-397
- 3.37%
$113.75 - $148.48 $45.2K - $58.9K
11.4K $1.66M
DFAE
Dimensional ETF Tr

ETFs
-5.96K
- 6.49%
$22.87 - $28.95 $136K - $172K
85.8K $2.48M
WFC
Wells Fargo & Company

Financial Services
-244
- 1.49%
$60.98 - $80.12 $14.9K - $19.5K
16.1K $1.29M
IYW
Ishares Dj Us Tech ETF

ETFs
-1.31K
- 12.47%
$122.57 - $173.27 $160K - $226K
9.17K $1.59M
NRG
Nrg Energy, Inc.

Utilities
-404
- 14.27%
$83.61 - $162.67 $33.8K - $65.7K
2.43K $389K
AMAT
Applied Materials Inc

Technology
-911
- 12.04%
$126.95 - $183.52 $116K - $167K
6.66K $1.22M
AMD
Advanced Micro Devices Inc

Technology
-995
- 14.66%
$78.21 - $143.81 $77.8K - $143K
5.79K $822K
IWV
Ishares Russell 3000 ETF

ETFs
-245
- 3.83%
$281.67 - $351.0 $69K - $86K
6.15K $2.16M
CVNA
Carvana Co.

Consumer Cyclical
-8
- 0.78%
$162.57 - $345.64 $1.3K - $2.77K
1.02K $343K
SSO
Proshares Ultra S&P 500

ETFs
-964
- 6.33%
$64.8 - $97.72 $62.5K - $94.2K
14.3K $1.39M
CEG
Constellation Energy Corp

Utilities
-51
- 4.07%
$170.96 - $322.76 $8.72K - $16.5K
1.2K $387K
QLD
Proshares Ultra Qqq

ETFs
-2.31K
- 15.88%
$69.34 - $117.71 $160K - $272K
12.3K $1.44M
PANW
Palo Alto Networks Inc

Technology
-50
- 1.05%
$152.44 - $204.64 $7.62K - $10.2K
4.71K $964K
GEM
Goldman Sachs ETF Tr Actvebeta

ETFs
-2.88K
- 4.39%
$29.41 - $37.21 $84.6K - $107K
62.6K $2.33M
BAC
Bank Of America Corp

Financial Services
-3.18K
- 5.74%
$34.39 - $47.46 $109K - $151K
52.1K $2.47M
AESR
Two Rds Shared Tranfield Us Eq

ETFs
-5.48K
- 4.55%
$14.74 - $18.95 $80.7K - $104K
115K $2.18M
DSI
Ishares Msci Kld 400 Social Et

ETFs
-1.27K
- 5.05%
$91.62 - $116.16 $116K - $147K
23.8K $2.77M
IWL
Ishares Tr Russell 200 ETF

ETFs
-37
- 0.26%
$122.36 - $153.12 $4.53K - $5.67K
14.2K $2.18M
BBUS
J P Morgan Exchg Traded Fd

ETFs
-198
- 0.91%
$89.63 - $111.92 $17.7K - $22.2K
21.6K $2.42M
XLSR
Ssga Active Tr Spdr Ssga Us Se

ETFs
-132
- 0.22%
$44.58 - $54.92 $5.88K - $7.25K
58.7K $3.23M
QUAL
Ishares Msci Usa Quality Facto

ETFs
-440
- 1.55%
$152.42 - $182.82 $67.1K - $80.4K
27.9K $5.1M
ITOT
Ishares Core S&P Total U.S. St

ETFs
-2.12K
- 4.58%
$108.12 - $135.04 $229K - $287K
44.2K $5.97M
WLDR
Two Rds Shared Tr Affinity Wor

ETFs
-1.13K
- 1.36%
$25.38 - $33.28 $28.7K - $37.6K
81.9K $2.73M
IVW
Ishares S&P 500 Growth ETF

ETFs
-4.93K
- 9.68%
$82.96 - $110.1 $409K - $542K
46K $5.06M
IRM
Iron Mountain Inc

Real Estate
-128
- 0.54%
$76.93 - $105.25 $9.85K - $13.5K
23.6K $2.42M
ESGE
Ishares, Inc. Ishares Esg Awar

ETFs
-127
- 0.14%
$30.87 - $39.17 $3.92K - $4.97K
91.9K $3.6M
NOW
Service Now, Inc.

Technology
-108
- 4.92%
$721.65 - $1040.18 $77.9K - $112K
2.09K $2.14M
DLR
Digital Realty Trust, Inc.

Real Estate
-498
- 2.89%
$136.11 - $177.69 $67.8K - $88.5K
16.8K $2.92M
VT
Vanguard Total World Stk Index

ETFs
-2.51K
- 3.98%
$103.16 - $128.52 $259K - $323K
60.6K $7.79M
PLTR
Palantir Technologies Inc.

Technology
-1.34K
- 9.17%
$74.01 - $144.25 $99K - $193K
13.2K $1.8M
DFAI
Dimensional ETF Tr

ETFs
-2.58K
- 1.13%
$28.02 - $34.71 $72.4K - $89.7K
226K $7.81M
VXUS
Vanguard Star Fd Vanguard Tota

ETFs
-44.4K
- 6.78%
$55.54 - $69.09 $2.46M - $3.07M
610K $42.1M
DFAX
Dimensional ETF Tr
-221K
- 8.28%
$23.37 - $29.39 $5.16M - $6.49M
2.45M $71.9M
AVGO
Broadcom Inc.

Technology
-328
- 1.7%
$146.29 - $275.65 $48K - $90.4K
19K $5.24M
META
Meta Platforms, Inc.

Communication Services
-1.17K
- 6.52%
$484.66 - $738.09 $565K - $861K
16.7K $12.3M
SPEM
Spdr Ser Tr Fds Spdr Portfolio

ETFs
-7.94K
- 1.04%
$34.72 - $42.74 $276K - $339K
757K $32.4M
SPDW
Spdr Ser Tr Fds Spdr Portfolio

ETFs
-66.6K
- 2.85%
$32.66 - $40.75 $2.18M - $2.71M
2.27M $92M
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
Track This Portfolio

Track Geo Wealth Management, LLC Portfolio

Follow Geo Wealth Management, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Geo Wealth Management, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Geo Wealth Management, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email