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
First Tr Exchange Traded Fd
-63
- 0.43%
N/A
14.5K $0
FLRN
Spdr Bloomberg Investment Grad

ETFs
-7
- 7.45%
$30.71 - $30.87 $215 - $216
87 $2K
Healthcare Rlty Tr
-1.49K
- 5.19%
N/A
27.2K $0
Spdr Ser Tr
-52.9K
- 68.86%
N/A
23.9K $0
Ge Healthcare Technologies I
-639
- 54.48%
N/A
534 $0
Ge Vernova Inc
-1.72K
- 70.14%
N/A
731 $0
Pimco ETF Tr
-4.51K
- 14.49%
N/A
26.6K $0
J P Morgan Exchange Traded F
-20.2K
- 21.56%
N/A
73.4K $0
Smurfit Westrock PLC
-4.9K
- 97.36%
N/A
133 $0
Sila Realty Trust Inc
-3.95K
- 70.28%
N/A
1.67K $0
Ishares Tr
-26.9K
- 48.98%
N/A
28.1K $0
Linde PLC
-670
- 23.96%
N/A
2.13K $0
HDUS
Lattice Strategies Tr Hartford
-462
- 8.77%
N/A
4.81K $0
JPHY
Jp Morgan High Yield Research

ETFs
-662
- 7.95%
N/A
7.67K $0
J P Morgan Exchange Traded F
-404
- 4.23%
N/A
9.15K $0
Jacobs Solutions Inc
-188
- 11.74%
N/A
1.41K $0
FTGS
First Tr Exchange Traded Fd Gr
-3.03K
- 22.9%
N/A
10.2K $0
Two Rds Shared Tr
-27.6K
- 10.85%
N/A
227K $0
Te Connectivity PLC
-989
- 32.35%
N/A
2.07K $0
DWAC
Digital World Acquisition Corp.

Financial Services
-535
- 64.23%
N/A
298 $0
Two Rds Shared Tr
-1.56K
- 4.25%
N/A
35.1K $0
T Rowe Price ETF Inc
-157
- 1.49%
N/A
10.4K $0
Exchange Listed Fds Tr
-125K
- 5.91%
N/A
2M $0
STEL
Stellar Bancorp Inc
-9
- 45.0%
N/A
11 $0
F&G Annuities & Life Inc
-26
- 39.39%
N/A
40 $0
Natwest Group PLC
-14.9K
- 39.87%
N/A
22.4K $0
SCHI
Schwab Strategic Tr 5 10 Yr C

ETFs
-1.03K
- 1.71%
$21.77 - $22.56 $22.4K - $23.2K
59K $1.33M
FAAR
First Trust Vii Alternative Ab

ETFs
-754
- 2.78%
$27.81 - $28.97 $21K - $21.8K
26.4K $762K
DRI
Darden Restaurants Inc

Consumer Cyclical
-143
- 9.11%
$180.02 - $208.56 $25.7K - $29.8K
1.43K $296K
VYM
Vanguard Whitehall Fds (Vangua

ETFs
-15
- 0.4%
$126.11 - $135.06 $1.89K - $2.03K
3.69K $475K
LGOV
First Tr ETF Iv Long Duration

ETFs
-306
- 1.95%
$20.41 - $21.7 $6.25K - $6.64K
15.4K $331K
HES
Hess Corp

Energy
-43
- 9.93%
$135.42 - $160.52 $5.82K - $6.9K
390 $62K
ETR
Entergy Corp

Utilities
-103
- 7.09%
$75.26 - $87.89 $7.75K - $9.05K
1.35K $115K
CNP
Centerpoint Energy Inc

Utilities
-453
- 9.24%
$30.87 - $36.25 $14K - $16.4K
4.45K $161K
NOK
Nokia Corp

Technology
-54
- 0.61%
$4.43 - $5.42 $239 - $293
8.76K $46K
AGL
Agilon Health, Inc.

Healthcare
-4.65K
- 39.59%
$1.92 - $4.61 $8.93K - $21.4K
7.1K $30K
BBVA
Banco Bilbao Vizcaya Argentaria, S.A.

Financial Services
-1.61K
- 21.1%
$9.49 - $14.83 $15.2K - $23.8K
6K $81K
FOXA
Fox Corp

Communication Services
-22
- 1.52%
$47.9 - $58.0 $1.05K - $1.28K
1.43K $80K
CHD
Church & Dwight CO Inc

Consumer Defensive
-100
- 2.29%
$101.42 - $113.2 $10.1K - $11.3K
4.26K $469K
HAS
Hasbro, Inc.

Consumer Cyclical
-171
- 3.96%
$56.16 - $69.06 $9.6K - $11.8K
4.14K $254K
ECL
Ecolab Inc.

Basic Materials
-256
- 6.21%
$229.72 - $269.82 $58.8K - $69.1K
3.87K $979K
INTC
Intel Corp

Technology
-955
- 7.05%
$19.1 - $27.39 $18.2K - $26.2K
12.6K $286K
TIP
Ishares Tr Tips Bd ETF

ETFs
-143
- 1.98%
$106.22 - $111.09 $15.2K - $15.9K
7.08K $786K
UNM
Unum Group

Financial Services
-60
- 2.29%
$71.8 - $83.34 $4.31K - $5K
2.56K $208K
VEU
Vanguard Ftse All World Ex Us

ETFs
-261
- 2.52%
$56.51 - $62.98 $14.7K - $16.4K
10.1K $612K
SONY
Sony Group Corp

Technology
-554
- 7.06%
$19.88 - $25.64 $11K - $14.2K
7.29K $185K
SAN
Banco Santander, S.A.

Financial Services
-3.9K
- 16.55%
$4.46 - $7.14 $17.4K - $27.9K
19.7K $131K
OKTA
Okta, Inc.

Technology
-29
- 2.87%
$78.83 - $116.72 $2.29K - $3.38K
982 $103K
INVH
Invitation Homes Inc.

Real Estate
-1.51K
- 5.54%
$30.28 - $34.85 $45.7K - $52.6K
25.8K $898K
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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