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
LOPE
Grand Canyon Education, Inc.

Consumer Defensive
-34
- 22.08%
$160.89 - $187.27 $5.47K - $6.37K
120 $20K
FTSM
First Tr Enhanced Traded Fd Iv

ETFs
-117
- 0.32%
$59.78 - $60.03 $6.99K - $7.02K
35.9K $2.15M
TTWO
Take Two Interactive Software Inc

Communication Services
-56
- 18.3%
$178.61 - $217.95 $10K - $12.2K
250 $51K
MOTI
Vaneck Morningstar Internation

ETFs
-797
- 10.86%
$29.35 - $35.37 $23.4K - $28.2K
6.54K $217K
ARES
Ares Management Corp

Financial Services
-2
- 1.42%
$140.19 - $198.28 $280 - $397
139 $20K
OLED
Universal Display Corp Pa

Technology
-25
- 30.86%
$139.48 - $161.59 $3.49K - $4.04K
56 $7K
EGP
Eastgroup Properties Inc

Real Estate
-99
- 11.42%
$155.63 - $187.46 $15.4K - $18.6K
768 $135K
SAFT
Safety Insurance Group Inc

Financial Services
-56
- 96.55%
$75.27 - $82.53 $4.22K - $4.62K
2 $0
VCLT
Vanguard Lg Trm Corp Bd ETF

ETFs
-113
- 2.46%
$73.11 - $77.43 $8.26K - $8.75K
4.48K $339K
PPTA
Perpetua Resources Corp.

Basic Materials
-430
- 93.89%
$8.03 - $12.92 $3.45K - $5.56K
28 $0
DUK
Duke Energy Corp

Utilities
-289
- 12.74%
$105.87 - $121.97 $30.6K - $35.2K
1.98K $241K
HONE
Harbor One Bancorp, Inc.

Financial Services
-287
- 94.72%
$10.37 - $12.54 $2.98K - $3.6K
16 $0
CAC
Camden National Corp

Financial Services
-27
- 5.74%
$40.28 - $46.52 $1.09K - $1.26K
443 $17K
WBD
Warner Bros. Discovery, Inc.

Communication Services
-284
- 11.07%
$9.47 - $11.46 $2.69K - $3.25K
2.28K $24K
BLD
Top Build Corp

Industrials
-5
- 20.83%
$295.17 - $354.82 $1.48K - $1.77K
19 $5K
DG
Dollar General Corp

Consumer Defensive
-118
- 16.39%
$68.44 - $87.93 $8.08K - $10.4K
602 $52K
PTCT
Ptc Therapeutics, Inc.

Healthcare
-33
- 71.74%
$41.81 - $57.17 $1.38K - $1.89K
13 $0
VOD
Vodafone Group Public LTD CO

Communication Services
-745
- 14.38%
$8.05 - $9.86 $6K - $7.35K
4.44K $41K
VRRM
Verra Mobility Corp

Industrials
-22
- 1.61%
$19.76 - $26.87 $435 - $591
1.34K $30K
FDT
First Trust Developed Markets

ETFs
-241
- 8.11%
$53.51 - $60.98 $12.9K - $14.7K
2.73K $158K
GWRE
Guidewire Software, Inc.

Technology
-99
- 11.09%
$166.74 - $218.22 $16.5K - $21.6K
794 $148K
PCTY
Paylocity Holding Corp

Technology
-3
- 2.88%
$183.21 - $217.86 $550 - $654
101 $18K
VRSN
Verisign Inc

Technology
-117
- 20.03%
$205.1 - $254.74 $24K - $29.8K
467 $118K
VRSK
Verisk Analytics, Inc.

Industrials
-95
- 7.79%
$268.63 - $301.33 $25.5K - $28.6K
1.12K $334K
NIC
Nicolet Bankshares Inc

Financial Services
-13
- 81.25%
$100.7 - $119.94 $1.31K - $1.56K
3 $0
BFC
Bank First Corp

Financial Services
-12
- 66.67%
$93.72 - $106.76 $1.12K - $1.28K
6 $0
IRT
Independence Realty Trust, Inc.

Real Estate
-56
- 49.12%
$18.23 - $21.8 $1.02K - $1.22K
58 $1K
ASB
Associated Banc Corp

Financial Services
-4
- 0.46%
$21.06 - $25.63 $84.2 - $103
870 $19K
FISV
Fiserv Inc

Technology
-8
- 0.22%
N/A
3.68K $460K
SMR
Nuscale Power Corp

Industrials
-48
- 60.0%
$14.16 - $29.08 $680 - $1.4K
32 $0
BOX
Box Inc

Technology
-24
- 64.86%
$30.22 - $35.39 $725 - $849
13 $0
GRMN
Garmin LTD

Technology
-96
- 5.18%
$204.55 - $241.93 $19.6K - $23.2K
1.76K $381K
USFD
Us Foods Holding Corp.

Consumer Defensive
-4
- 1.03%
$63.38 - $72.02 $254 - $288
385 $25K
TDOC
Teladoc Health, Inc.

Healthcare
-71
- 19.45%
$7.96 - $14.33 $565 - $1.02K
294 $2K
IVLU
Ishares Tr Edge Msci Intl Valu

ETFs
-62
- 25.2%
$26.71 - $31.58 $1.66K - $1.96K
184 $5K
TPSC
Timothy Plan U S Sm Cap Core E

ETFs
-12
- 3.19%
$36.14 - $40.81 $434 - $490
364 $13K
FPEI
First Tr ETF Iii Instl Pfd Sec

ETFs
-88
- 3.93%
$18.54 - $18.88 $1.63K - $1.66K
2.15K $40K
Columbia ETF Tr I
-1.99K
- 8.45%
N/A
21.6K $0
Veralto Corp
-64
- 11.41%
N/A
497 $0
Arista Networks Inc
-13.3K
- 71.7%
N/A
5.27K $0
PARA
Paramount Global

Communication Services
-161
- 15.89%
$10.16 - $12.14 $1.64K - $1.95K
852 $10K
CRH.L
Crh PLC

Basic Materials
-414
- 74.06%
N/A
145 $0
Blackrock Inc
-362
- 42.04%
N/A
499 $0
Doubleline ETF Trust
-11.2K
- 12.28%
N/A
80.3K $0
CVNA
Carvana Co.

Consumer Cyclical
-26
- 2.47%
$166.52 - $285.33 $4.33K - $7.42K
1.03K $214K
Canadian Pacific Kansas City
-1.01K
- 8.14%
N/A
11.4K $0
Two Rds Shared Tr
-1.14K
- 3.31%
N/A
33.3K $0
Two Rds Shared Tr
-75.7K
- 8.13%
N/A
855K $0
Labcorp Holdings Inc
-1.06K
- 70.78%
N/A
438 $0
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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