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
KMB
Kimberly Clark Corp

Consumer Defensive
-274
- 13.54%
$124.46 - $147.4 $34.1K - $40.4K
1.75K $248K
TPL
Texas Pacific Land Corp

Energy
-17
- 68.0%
$1180.08 - $1431.01 $20.1K - $24.3K
8 $10K
MLPA
Global X Mlp ETF

ETFs
-554
- 16.53%
$49.83 - $54.53 $27.6K - $30.2K
2.8K $148K
STE
Steris PLC

Healthcare
-88
- 55.0%
$202.46 - $232.74 $17.8K - $20.5K
72 $16K
SNOW
Snowflake Inc.

Technology
-45
- 4.0%
$146.16 - $192.78 $6.58K - $8.68K
1.08K $157K
ALLE
Allegion PLC

Industrials
-120
- 38.83%
$123.79 - $135.5 $14.9K - $16.3K
189 $24K
ADSK
Autodesk, Inc.

Technology
-61
- 1.77%
N/A
3.4K $834K
TAP
Molson Coors Beverage CO

Consumer Defensive
-438
- 13.17%
$52.44 - $62.91 $23K - $27.6K
2.89K $175K
SUB
Ishares Short Term National Mu

ETFs
-140
- 56.0%
$105.3 - $106.24 $14.7K - $14.9K
110 $11K
GIB
Cgi Inc

Technology
-20
- 1.54%
$98.12 - $122.43 $1.96K - $2.45K
1.28K $127K
PFFV
Global X Variable Rate Preferr

Technology
-633
- 9.39%
$23.51 - $24.14 $14.9K - $15.3K
6.11K $144K
SUSB
Ishares Tr Ishares Esg Aware 1

ETFs
-663
- 6.56%
$24.6 - $24.99 $16.3K - $16.6K
9.44K $235K
JIRE
J P Morgan Exchg Traded Fd Tr

ETFs
-606
- 12.96%
$58.04 - $65.84 $35.2K - $39.9K
4.07K $259K
IGSB
Ishares Trust Ishares 1 5 Year

ETFs
-300
- 11.33%
$51.52 - $52.37 $15.5K - $15.7K
2.35K $123K
UBS
Ubs Group Ag

Financial Services
-518
- 6.01%
$30.28 - $35.78 $15.7K - $18.5K
8.11K $248K
SPTS
Spdr Portfolio Short Term Trea

ETFs
-756
- 1.94%
$28.92 - $29.24 $21.9K - $22.1K
38.3K $1.12M
CRL
Charles River Laboratories International, Inc.

Healthcare
-31
- 12.35%
$150.52 - $190.14 $4.67K - $5.89K
220 $33K
LUV
Southwest Airlines CO

Industrials
-392
- 20.8%
$28.18 - $34.84 $11K - $13.7K
1.49K $50K
ULTA
Ulta Beauty, Inc.

Consumer Cyclical
-13
- 11.93%
$314.47 - $431.35 $4.09K - $5.61K
96 $35K
NVCR
Novo Cure LTD

Healthcare
-69
- 7.66%
$17.82 - $30.19 $1.23K - $2.08K
832 $14K
TEF
Telefonica S A

Communication Services
-4.14K
- 35.54%
$3.89 - $4.73 $16.1K - $19.6K
7.5K $34K
TWLO
Twilio Inc

Communication Services
-32
- 3.39%
$94.9 - $148.35 $3.04K - $4.75K
911 $89K
WEN
Wendy'S CO

Consumer Cyclical
-616
- 64.84%
$14.17 - $16.17 $8.73K - $9.96K
334 $4K
BRBR
Bellring Brands, Inc.

Consumer Defensive
-137
- 18.92%
$65.4 - $79.39 $8.96K - $10.9K
587 $43K
DKNG
Draft Kings Inc.

Consumer Cyclical
-226
- 23.64%
$33.21 - $53.49 $7.51K - $12.1K
730 $24K
JBHT
Hunt J B Transport Services Inc

Industrials
-41
- 18.3%
$146.12 - $186.55 $5.99K - $7.65K
183 $27K
SKT
Tanger Factory Outlet Centers, Inc

Real Estate
-206
- 1.79%
$31.75 - $36.0 $6.54K - $7.42K
11.3K $382K
BP
Bp PLC

Energy
-3.8K
- 13.57%
$29.93 - $35.31 $114K - $134K
24.2K $816K
PECO
Phillips Edison & Company, Inc.

Real Estate
-266
- 86.64%
$34.43 - $37.49 $9.16K - $9.97K
41 $1K
QUS
Spdr Ser Tr Msci Usa Strategic

ETFs
-154
- 2.05%
$152.57 - $163.66 $23.5K - $25.2K
7.34K $1.15M
AHG
Akso Health Group

Financial Services
-6.16K
- 82.26%
$1.12 - $1.54 $6.89K - $9.48K
1.33K $1K
FTA
First Tr Large Cap Value

ETFs
-139
- 5.1%
$74.42 - $80.34 $10.3K - $11.2K
2.59K $198K
IHI
Ishares Tr Dow Jones Us Medica

ETFs
-283
- 7.99%
$58.32 - $65.09 $16.5K - $18.4K
3.26K $196K
DLTR
Dollar Tree, Inc.

Consumer Defensive
-137
- 16.89%
$61.92 - $76.95 $8.48K - $10.5K
674 $50K
ED
Consolidated Edison Inc

Utilities
-531
- 22.73%
$88.0 - $110.59 $46.7K - $58.7K
1.81K $199K
FVD
First Tr Value Line Divid Inde

ETFs
-355
- 5.09%
$42.61 - $45.51 $15.1K - $16.2K
6.63K $295K
AN
Autonation, Inc.

Consumer Cyclical
-46
- 43.81%
$156.67 - $195.15 $7.21K - $8.98K
59 $9K
MUFG
Mitsubishi Ufj Financial Group Inc

Financial Services
-1.84K
- 20.16%
$11.66 - $14.98 $21.5K - $27.6K
7.29K $99K
RELY
Remitly Global, Inc.

Technology
-373
- 95.89%
$19.49 - $27.14 $7.27K - $10.1K
16 $0
VSS
Vanguard Intl Eqty Ftse All Wo

ETFs
-57
- 14.47%
$110.75 - $119.78 $6.31K - $6.83K
337 $38K
AIG
American International Group, Inc.

Financial Services
-173
- 31.74%
$70.5 - $86.94 $12.2K - $15K
372 $32K
VLO
Valero Energy Corp

Energy
-159
- 10.46%
$121.76 - $142.99 $19.4K - $22.7K
1.36K $179K
NU
Nu Holdings Ltd.

Financial Services
-609
- 17.03%
$10.12 - $13.95 $6.16K - $8.5K
2.97K $30K
RY
Royal Bank Of Canada

Financial Services
-6
- 0.71%
$108.81 - $123.4 $653 - $740
837 $94K
ACWX
Ishares Msci Acwi Ex Us ETF

ETFs
-155
- 34.29%
$51.39 - $57.43 $7.97K - $8.9K
297 $16K
JPIN
Jp Morgan Diversified Return I

ETFs
-145
- 65.02%
$52.75 - $58.91 $7.65K - $8.54K
78 $4K
RLI
Rli Corp

Financial Services
-20
- 35.71%
$71.75 - $163.21 $1.44K - $3.26K
36 $2K
BSV
Vanguard Bd Index Fd Inc Short

ETFs
-73
- 66.36%
$76.94 - $78.28 $5.62K - $5.71K
37 $2K
QRVO
Qorvo, Inc.

Technology
-96
- 18.11%
$69.12 - $90.57 $6.64K - $8.69K
434 $31K
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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