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
AOK
Ishares Tr Core Conservative A

ETFs
-18.6K
- 70.17%
$36.09 - $39.07 $672K - $727K
7.91K $309K
IJR
Ishares Core S&P Sm Cap ETF

ETFs
-6.66K
- 74.06%
$90.56 - $109.49 $603K - $729K
2.33K $254K
XLRE
Select Sector Spdr Tr Real Est

ETFs
-16.3K
- 62.02%
$37.08 - $42.26 $603K - $687K
9.96K $412K
AEP
American Electric Power CO Inc

Utilities
-6.05K
- 66.67%
$98.59 - $109.11 $597K - $660K
3.03K $313K
RSP
Invesco S&P 500 Equal Weight E

ETFs
-4.2K
- 42.3%
$152.93 - $181.74 $642K - $763K
5.72K $1.04M
PCG
Pg&E Corp

Utilities
-36.2K
- 72.76%
$13.55 - $17.87 $491K - $647K
13.6K $188K
ECL
Ecolab Inc.

Basic Materials
-2.61K
- 67.5%
$225.65 - $270.95 $589K - $707K
1.26K $338K
GE
General Electric CO

Industrials
-4.71K
- 46.01%
$166.81 - $257.39 $786K - $1.21M
5.53K $1.42M
CAT
Caterpillar Inc

Industrials
-1.96K
- 67.57%
$273.94 - $388.21 $538K - $762K
942 $365K
TLT
Ishares Barclays 20+ Year Trea

ETFs
-5.05K
- 11.6%
$83.97 - $92.85 $424K - $469K
38.5K $3.4M
COST
Costco Wholesale Corp

Consumer Defensive
-636
- 34.45%
$908.13 - $1056.85 $578K - $672K
1.21K $1.2M
EMB
Ishares Tr

ETFs
-6.12K
- 56.18%
$86.54 - $92.62 $529K - $567K
4.77K $441K
EME
Emcor Group, Inc.

Industrials
-1.59K
- 81.91%
$342.02 - $534.89 $545K - $853K
352 $188K
LHX
L3 Harris Technologies, Inc.

Industrials
-2.77K
- 68.23%
$200.21 - $256.99 $554K - $711K
1.29K $323K
IVV
Ishares Core S&P 500 ETF

ETFs
-2.52K
- 14.25%
$498.8 - $620.9 $1.26M - $1.57M
15.2K $9.42M
FIS
Fidelity National Information Services, Inc.

Technology
-7.04K
- 86.89%
$68.14 - $82.13 $479K - $578K
1.06K $86K
HYG
Ishares Tr

ETFs
-6.84K
- 34.9%
$75.75 - $80.65 $518K - $552K
12.8K $1.03M
LOW
Lowes Companies Inc

Consumer Cyclical
-1.95K
- 42.93%
$210.83 - $235.28 $411K - $459K
2.59K $575K
DFIC
Dimensional ETF Tr Dimensional

ETFs
-57.9K
- 14.45%
$24.94 - $31.15 $1.44M - $1.8M
343K $10.7M
IGLB
Ishares 10+ Year Investment Gr

ETFs
-9.23K
- 50.57%
$47.55 - $50.44 $439K - $466K
9.02K $453K
ALL
Allstate Corp

Financial Services
-2.17K
- 85.35%
$180.53 - $212.64 $391K - $461K
372 $74K
MKC
Mccormick & CO Inc

Consumer Defensive
-5.34K
- 80.05%
$71.11 - $82.25 $380K - $439K
1.33K $100K
ABBV
Abb Vie Inc.

Healthcare
-187
- 1.11%
$170.16 - $206.27 $31.8K - $38.6K
16.7K $3.09M
DTE
Dte Energy CO

Utilities
-3K
- 82.36%
$127.39 - $139.49 $383K - $419K
643 $85K
EUSB
Ishares Tr Esg Advanced Total

Technology
-9.91K
- 12.03%
$42.54 - $43.56 $422K - $432K
72.5K $3.16M
GLPI
Gaming & Leisure Properties, Inc.

Real Estate
-7.17K
- 39.68%
$45.92 - $50.78 $329K - $364K
10.9K $508K
SUSL
Ishares Tr Esg Msci Usa Leader

ETFs
-16.6K
- 14.93%
$86.12 - $108.35 $1.43M - $1.8M
94.7K $10.3M
TJX
Tjx Companies Inc

Consumer Cyclical
-3.72K
- 10.93%
$119.13 - $135.03 $443K - $502K
30.3K $3.74M
FTSM
First Tr Enhanced Traded Fd Iv

ETFs
-6.67K
- 18.57%
$59.8 - $60.07 $399K - $401K
29.3K $1.75M
KO
Coca Cola CO

Consumer Defensive
-5.39K
- 31.79%
$68.37 - $73.9 $368K - $398K
11.6K $817K
DOCU
Docusign, Inc.

Technology
-4.74K
- 87.51%
$70.35 - $93.84 $333K - $445K
676 $52K
VNQ
Vanguard Specialized Funds Van

ETFs
-4.09K
- 42.22%
$79.79 - $91.42 $326K - $374K
5.6K $498K
XOM
Exxon Mobil Corp

Energy
-1.82K
- 12.59%
$99.93 - $119.04 $182K - $217K
12.6K $1.36M
CVX
Chevron Corp

Energy
-708
- 7.25%
$133.73 - $168.51 $94.7K - $119K
9.06K $1.3M
VPL
Vanguard Ftse Pacific ETF Ftse

ETFs
-5.18K
- 52.03%
$65.04 - $82.18 $337K - $426K
4.78K $392K
GSIE
Goldman Sachs ETF Tr Activebet

ETFs
-10.4K
- 8.25%
N/A
115K $3.64M
JPMB
J P Morgan Usd Emerging Market

ETFs
-8.18K
- 60.08%
$36.77 - $38.96 $301K - $319K
5.43K $211K
XLF
Financial Sector Spdr

ETFs
-11.1K
- 10.41%
$43.92 - $52.37 $487K - $581K
95.4K $5M
CMS
Cms Energy Corp

Utilities
-3.99K
- 82.67%
$68.57 - $75.51 $274K - $302K
837 $57K
IYK
Ishares U.S. Consumer Staples

ETFs
-4.19K
- 53.11%
$67.29 - $72.42 $282K - $303K
3.7K $260K
DFSD
Dimensional ETF Tr Short Durat

ETFs
-6.35K
- 79.21%
$47.09 - $48.01 $299K - $305K
1.67K $79K
AVB
Avalonbay Communities Inc

Real Estate
-927
- 9.25%
$187.23 - $215.61 $174K - $200K
9.09K $1.85M
PGR
Progressive Corp

Financial Services
-953
- 39.17%
$255.27 - $288.74 $243K - $275K
1.48K $394K
SGOL
Abrdn Gold ETF Trust

ETFs
-13.7K
- 16.59%
$28.39 - $32.75 $390K - $450K
69.1K $2.18M
DISV
Dimensional ETF Tr Dimensional

ETFs
-10.5K
- 69.17%
$25.93 - $32.91 $272K - $346K
4.68K $154K
PINS
Pinterest, Inc.

Communication Services
-9.61K
- 73.83%
$24.21 - $35.95 $233K - $345K
3.41K $122K
DIHP
Dimensional ETF Tr Dimensional

ETFs
-10.9K
- 68.7%
$24.32 - $29.74 $264K - $323K
4.95K $145K
VCIT
Vanguard Intermediate Term Cor

ETFs
-3.55K
- 26.95%
$79.56 - $82.92 $283K - $295K
9.63K $798K
IJH
Ishares Core S&P Mid Cap ETF

ETFs
-5.17K
- 44.29%
$51.16 - $62.02 $264K - $320K
6.5K $402K
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