Geo Wealth Management, LLC Reduced Holdings in Q3 2025

Geo Wealth Management, LLC

  • $2.58 Billion
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
NEAR
Blackrock Short Maturity Bond

ETFs
-5.01K
- 8.6%
$50.8 - $51.32 $254K - $257K
53.2K $2.73M
MCK
Mckesson Corp

Healthcare
-465
- 14.62%
$659.01 - $772.54 $306K - $359K
2.72K $2.1M
MUB
Ishares National Muni Bond ETF

ETFs
-2.3K
- 32.04%
$103.24 - $106.68 $237K - $245K
4.88K $519K
ELS
Equity Lifestyle Properties Inc

Real Estate
-3.57K
- 28.81%
$58.43 - $62.12 $209K - $222K
8.82K $535K
ILF
Ishares Latin America 40 ETF

ETFs
-9.92K
- 42.65%
$24.77 - $28.98 $246K - $288K
13.3K $385K
ISRG
Intuitive Surgical Inc

Healthcare
-45
- 2.19%
$433.66 - $544.47 $19.5K - $24.5K
2.01K $898K
SPTL
Spdr Portfolio Long Term Treas

ETFs
-8.01K
- 44.23%
$25.67 - $27.21 $205K - $218K
10.1K $272K
XLB
Select Sector Spdr Fd Material

ETFs
-2.43K
- 52.02%
$86.72 - $92.61 $211K - $225K
2.24K $201K
VNQ
Vanguard Specialized Funds Van

ETFs
-2.42K
- 43.3%
$88.47 - $93.24 $214K - $226K
3.17K $290K
EQIX
Equinix Inc

Real Estate
-179
- 3.52%
$756.7 - $811.13 $135K - $145K
4.91K $3.85M
CARR
Carrier Global Corp

Industrials
-842
- 8.15%
$58.75 - $80.73 $49.5K - $68K
9.49K $566K
ZTS
Zoetis Inc.

Healthcare
-978
- 22.56%
$141.13 - $159.19 $138K - $156K
3.36K $491K
BSX
Boston Scientific Corp

Healthcare
-1.16K
- 17.51%
$97.03 - $108.14 $112K - $125K
5.44K $531K
ROP
Roper Technologies Inc

Industrials
-157
- 10.99%
$495.03 - $573.0 $77.7K - $90K
1.27K $634K
EOG
Eog Resources Inc

Energy
-1.13K
- 21.28%
$112.12 - $126.1 $126K - $142K
4.17K $466K
WY
Weyerhaeuser CO

Real Estate
-5.15K
- 17.88%
$24.1 - $26.83 $124K - $138K
23.6K $586K
RGA
Reinsurance Group Of America Inc

Financial Services
-731
- 40.7%
$177.1 - $199.23 $129K - $146K
1.07K $204K
BBUS
J P Morgan Exchg Traded Fd

ETFs
-2.8K
- 12.96%
$111.77 - $121.28 $313K - $339K
18.8K $2.27M
HIG
Hartford Financial Services Group, Inc.

Financial Services
-1.75K
- 12.8%
$119.73 - $134.7 $209K - $236K
11.9K $1.59M
JCPB
J P Morgan Exchange Traded Fd

ETFs
-3.17K
- 13.39%
$46.37 - $47.77 $147K - $151K
20.5K $974K
PH
Parker Hannifin Corp

Industrials
-337
- 17.13%
$697.13 - $769.67 $235K - $259K
1.63K $1.24M
MCO
Moodys Corp

Financial Services
-99
- 2.76%
$472.69 - $521.32 $46.8K - $51.6K
3.49K $1.66M
GSIE
Goldman Sachs ETF Tr Activebet

ETFs
-4.25K
- 3.68%
N/A
111K $3.5M
HON
Honeywell International Inc

Industrials
-30
- 0.56%
$207.7 - $240.4 $6.23K - $7.21K
5.33K $1.12M
MT
Arcelor Mittal

Basic Materials
-5.09K
- 37.08%
$30.39 - $36.94 $155K - $188K
8.64K $312K
ESGD
Ishares Trust Ishares Esg Awar

ETFs
-4.08K
- 5.91%
$87.05 - $93.19 $355K - $380K
64.9K $6.04M
BUD
Anheuser Busch In Bev Sa

Consumer Defensive
-278
- 2.55%
$57.1 - $70.52 $15.9K - $19.6K
10.6K $633K
ADFI
Two Rds Shared Tr Anfield Dyna

ETFs
-14.4K
- 7.83%
$8.45 - $8.68 $122K - $125K
170K $1.46M
INVH
Invitation Homes Inc.

Real Estate
-461
- 1.69%
$28.9 - $32.78 $13.3K - $15.1K
26.8K $785K
SUSL
Ishares Tr Esg Msci Usa Leader

ETFs
-7.93K
- 8.37%
$108.03 - $117.04 $856K - $928K
86.8K $10.2M
XLV
Select Sector Spdr Fund Health

ETFs
-1.69K
- 5.63%
$129.01 - $139.72 $218K - $237K
28.4K $3.95M
PSA
Public Storage

Real Estate
-233
- 3.44%
$271.94 - $298.09 $63.4K - $69.5K
6.53K $1.89M
AVB
Avalonbay Communities Inc

Real Estate
-24
- 0.26%
$182.72 - $204.51 $4.39K - $4.91K
9.07K $1.75M
HYMB
Spdr Nuveen Bloomberg High Yie

ETFs
-3.96K
- 24.79%
$24.11 - $24.94 $95.6K - $98.9K
12K $299K
FXU
First Tr Exchange Traded Fd Ut

ETFs
-2.75K
- 29.17%
$41.97 - $45.5 $115K - $125K
6.67K $303K
VCSH
Vanguard Sht Term Corp Bd ETF

ETFs
-1.27K
- 9.11%
$78.96 - $80.04 $100K - $101K
12.6K $1.01M
GTO
Invesco Actively Managed ETF T

ETFs
-2.29K
- 7.99%
$46.43 - $47.91 $106K - $110K
26.4K $1.25M
XLC
Select Sector Spdr Tr Communic

ETFs
-4.14K
- 10.21%
$105.99 - $119.41 $439K - $494K
36.4K $4.31M
NUSC
Nuveen Esg Small Cap ETF

ETFs
-5.51K
- 12.03%
$40.43 - $44.52 $223K - $245K
40.3K $1.78M
KDP
Keurig Dr Pepper Inc.

Consumer Defensive
-132
- 1.21%
$25.5 - $35.2 $3.37K - $4.65K
10.8K $274K
ADP
Automatic Data Processing Inc

Industrials
-92
- 2.45%
$288.69 - $310.94 $26.6K - $28.6K
3.67K $1.08M
LLY
Eli Lilly & CO

Healthcare
-12
- 0.28%
$625.65 - $812.69 $7.51K - $9.75K
4.31K $3.29M
SNN
Smith & Nephew PLC

Healthcare
-4.1K
- 33.79%
$29.33 - $38.7 $120K - $159K
8.04K $291K
T
At&T Inc.

Communication Services
-2K
- 6.29%
$26.94 - $29.62 $53.7K - $59.1K
29.7K $839K
BYD
Boyd Gaming Corp

Consumer Cyclical
-1.3K
- 28.82%
$79.66 - $87.38 $103K - $114K
3.21K $277K
DE
Deere & CO

Industrials
-13
- 1.0%
$457.26 - $524.37 $5.94K - $6.82K
1.28K $586K
FLOT
Ishares Tr Fltg Rate Nt ETF

ETFs
-1.42K
- 29.13%
$50.82 - $51.09 $72K - $72.4K
3.45K $176K
TGT
Target Corp

Consumer Defensive
-389
- 10.08%
$86.56 - $107.43 $33.7K - $41.8K
3.47K $311K
SPDW
Spdr Ser Tr Fds Spdr Portfolio

ETFs
-124K
- 5.44%
$39.8 - $42.86 $4.92M - $5.3M
2.15M $91.9M
Activity Summary
Buys All Purchases 465 New Holdings 67 Increased Positions 398 Sells All Sells 282 Reductions 282 Sold out 0 Options Calls 0 Puts 0
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