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
EW
Edwards Lifesciences Corp

Healthcare
-458
- 24.14%
$67.95 - $76.19 $31.1K - $34.9K
1.44K $104K
NCLH
Norwegian Cruise Line Holdings Ltd.

Consumer Cyclical
-1.14K
- 51.38%
$18.53 - $29.07 $21.1K - $33.1K
1.08K $20K
ORI
Old Republic International Corp

Financial Services
-1.16K
- 32.72%
$33.46 - $39.22 $38.8K - $45.5K
2.39K $93K
JAZZ
Jazz Pharmaceuticals PLC

Healthcare
-290
- 38.06%
$120.07 - $144.17 $34.8K - $41.8K
472 $58K
BKHY
Bny Mellon ETF Tr High Yield B

ETFs
-723
- 42.45%
$47.41 - $48.44 $34.3K - $35K
980 $46K
HDB
Hdfc Bank LTD

Financial Services
-693
- 14.78%
$58.06 - $66.85 $40.2K - $46.3K
4K $265K
TXN
Texas Instruments Inc

Technology
-177
- 1.25%
N/A
14K $2.72M
IWR
Ishares Russell Mid Cap ETF

ETFs
-34
- 0.36%
$82.81 - $92.93 $2.82K - $3.16K
9.28K $789K
CW
Curtiss Wright Corp

Industrials
-72
- 22.64%
$304.82 - $384.07 $21.9K - $27.7K
246 $78K
SCHF
Schwab Strategic Tr Intl Eqty

ETFs
-2.01K
- 37.13%
$18.36 - $20.51 $37K - $41.3K
3.41K $67K
AVY
Avery Dennison Corp

Industrials
-157
- 29.35%
$174.58 - $195.91 $27.4K - $30.8K
378 $67K
BLDR
Builders First Source, Inc.

Industrials
-166
- 23.85%
$122.8 - $173.51 $20.4K - $28.8K
530 $66K
CHTR
Charter Communications, Inc.

Communication Services
-111
- 30.83%
$334.89 - $384.77 $37.2K - $42.7K
249 $91K
NMR
Nomura Holdings Inc

Financial Services
-6.15K
- 36.36%
$5.56 - $6.98 $34.2K - $42.9K
10.8K $66K
CFG
Citizens Financial Group Inc

Financial Services
-578
- 21.75%
$39.73 - $48.36 $23K - $28K
2.08K $85K
FAST
Fastenal CO

Industrials
-677
- 17.5%
$71.11 - $79.98 $48.1K - $54.1K
3.19K $247K
BR
Broadridge Financial Solutions, Inc.

Technology
-158
- 38.54%
$221.46 - $244.83 $35K - $38.7K
252 $61K
EQR
Equity Residential

Real Estate
-389
- 3.87%
$66.98 - $75.02 $26.1K - $29.2K
9.66K $691K
QQQE
Direxion Nasdaq 100 Equal Weig

ETFs
-185
- 3.57%
$86.24 - $97.98 $16K - $18.1K
4.99K $435K
DVN
Devon Energy Corp

Energy
-1.22K
- 34.0%
$33.15 - $38.55 $40.5K - $47.1K
2.37K $88K
WSO
Watsco Inc

Industrials
-71
- 30.21%
$463.86 - $530.75 $32.9K - $37.7K
164 $83K
ORLY
O Reilly Automotive Inc

Consumer Cyclical
-64
- 24.62%
$1187.71 - $1432.58 $76K - $91.7K
196 $280K
RGLD
Royal Gold Inc

Basic Materials
-264
- 57.39%
$132.55 - $163.51 $35K - $43.2K
196 $32K
BBIN
J P Morgan Exch Traded Fd Tr B

ETFs
-1.05K
- 12.9%
$56.44 - $64.13 $59K - $67.1K
7.06K $434K
PFG
Principal Financial Group Inc

Financial Services
-401
- 46.14%
$76.34 - $89.04 $30.6K - $35.7K
468 $39K
HUM
Humana Inc

Healthcare
-114
- 35.74%
$249.11 - $303.11 $28.4K - $34.6K
205 $54K
SHV
Ishares Tr

ETFs
-241
- 15.62%
$110.11 - $110.51 $26.5K - $26.6K
1.3K $143K
MFG
Mizuho Financial Group Inc

Financial Services
-6.7K
- 37.85%
$4.83 - $6.04 $32.3K - $40.4K
11K $60K
RSG
Republic Services, Inc.

Industrials
-237
- 29.22%
$200.09 - $242.16 $47.4K - $57.4K
574 $138K
SMFG
Sumitomo Mitsui Financial Group, Inc.

Financial Services
-2.06K
- 30.52%
$14.13 - $16.72 $29.2K - $34.5K
4.7K $72K
TECH
Bio Techne Corp

Healthcare
-273
- 45.58%
$58.47 - $78.75 $16K - $21.5K
326 $19K
TFI
Spdr Nuveen Bloomberg Municipa

ETFs
-509
- 27.28%
$44.81 - $46.22 $22.8K - $23.5K
1.36K $61K
BBCA
J P Morgan ETF Tr Betabuilders

ETFs
-419
- 6.94%
$69.15 - $74.69 $29K - $31.3K
5.62K $402K
VRTX
Vertex Pharmaceuticals Inc

Healthcare
-270
- 20.56%
$402.49 - $513.76 $109K - $139K
1.04K $505K
PPG
Ppg Industries Inc

Basic Materials
-137
- 18.77%
$107.44 - $124.29 $14.7K - $17K
593 $64K
DKS
Dick'S Sporting Goods, Inc.

Consumer Cyclical
-3
- 0.38%
$186.55 - $250.04 $560 - $750
782 $157K
WCN
Waste Connections, Inc.

Industrials
-293
- 19.97%
$169.89 - $195.19 $49.8K - $57.2K
1.17K $229K
LPX
Louisiana Pacific Corp

Industrials
-106
- 11.3%
$89.37 - $118.15 $9.47K - $12.5K
832 $76K
HYS
Pimco ETF Tr 1 5 Yr High Yield

ETFs
-221
- 2.13%
$93.32 - $95.35 $20.6K - $21.1K
10.2K $951K
NUE
Nucor Corp

Basic Materials
-297
- 6.95%
$114.48 - $142.52 $34K - $42.3K
3.98K $478K
BALL
Ball Corp

Consumer Cyclical
-205
- 6.69%
$49.04 - $56.53 $10.1K - $11.6K
2.86K $148K
HUBS
Hubspot Inc

Technology
-3
- 2.13%
$571.29 - $819.71 $1.71K - $2.46K
138 $78K
NWS
News Corp New Cl B Com Stk (De

Communication Services
-603
- 18.82%
$29.66 - $35.0 $17.9K - $21.1K
2.6K $78K
FE
Firstenergy Corp

Utilities
-565
- 10.67%
$37.95 - $43.5 $21.4K - $24.6K
4.73K $191K
USIG
Ishares Tr Broad Usd Inbd Etfv

ETFs
-367
- 45.99%
$49.67 - $51.43 $18.2K - $18.9K
431 $22K
TDG
Trans Digm Group Inc

Industrials
-36
- 13.19%
$1251.32 - $1394.11 $45K - $50.2K
237 $327K
DOV
Dover Corp

Industrials
-85
- 41.87%
$174.65 - $206.43 $14.8K - $17.5K
118 $20K
VCIT
Vanguard Intermediate Term Cor

ETFs
-462
- 3.39%
$79.17 - $82.04 $36.6K - $37.9K
13.2K $1.08M
CPRT
Copart Inc

Consumer Cyclical
-232
- 5.17%
$52.3 - $59.83 $12.1K - $13.9K
4.25K $240K
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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