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
JQUA
J P Morgan ETF Tr U S Quality

ETFs
-4.93K
- 99.98%
$50.39 - $60.05 $248K - $296K
1 $0
AXP
American Express CO

Financial Services
-1.77K
- 29.93%
$231.39 - $318.98 $410K - $565K
4.14K $1.32M
XYL
Xylem Inc.

Industrials
-2.56K
- 31.93%
$102.86 - $129.5 $263K - $331K
5.45K $704K
NUSC
Nuveen Esg Small Cap ETF

ETFs
-9.43K
- 17.07%
$33.38 - $40.81 $315K - $385K
45.8K $1.87M
KBH
Kb Home

Consumer Cyclical
-3.81K
- 40.84%
$50.15 - $58.93 $191K - $225K
5.53K $292K
BSX
Boston Scientific Corp

Healthcare
-2.88K
- 30.35%
$89.7 - $107.41 $258K - $309K
6.6K $708K
EMXC
Ishares Inc Msci Emerging Mkts

ETFs
-5.96K
- 34.2%
$50.08 - $63.14 $299K - $376K
11.5K $724K
PRU
Prudential Financial Inc

Financial Services
-1.92K
- 35.44%
$95.12 - $112.71 $183K - $216K
3.5K $375K
APP
App Lovin Corp

Technology
-1.8K
- 38.0%
$219.37 - $417.89 $395K - $752K
2.94K $1.03M
PHM
Pultegroup Inc

Consumer Cyclical
-2.26K
- 40.55%
$92.02 - $106.54 $208K - $240K
3.31K $348K
GRMN
Garmin LTD

Technology
-974
- 55.44%
$173.63 - $218.07 $169K - $212K
783 $163K
PNC
Pnc Financial Services Group, Inc.

Financial Services
-1.45K
- 28.13%
$149.76 - $186.42 $217K - $270K
3.7K $689K
FRT
Federal Realty Investment Trust

Real Estate
-1.82K
- 13.03%
$83.56 - $99.08 $152K - $180K
12.1K $1.15M
MUB
Ishares National Muni Bond ETF

ETFs
-1.89K
- 20.8%
$102.31 - $105.8 $193K - $199K
7.18K $749K
MTD
Mettler Toledo International Inc

Healthcare
-171
- 66.28%
$970.15 - $1216.57 $166K - $208K
87 $102K
MDT
Medtronic PLC

Healthcare
-1.24K
- 3.7%
$80.68 - $88.86 $100K - $111K
32.4K $2.82M
FMC
Fmc Corp

Basic Materials
-4.64K
- 50.45%
$33.98 - $44.06 $158K - $204K
4.55K $190K
MAA
Mid America Apartment Communities Inc.

Real Estate
-732
- 17.46%
$145.91 - $168.0 $107K - $123K
3.46K $512K
DFEM
Dimensional ETF Tr Emerging Mk

ETFs
-8.95K
- 37.95%
$23.4 - $29.68 $209K - $266K
14.6K $434K
IWM
Ishares Russell 2000 ETF

ETFs
-1.03K
- 49.57%
$174.82 - $215.79 $181K - $223K
1.05K $227K
BBY
Best Buy CO Inc

Consumer Cyclical
-2.44K
- 80.7%
$56.17 - $75.73 $137K - $185K
584 $39K
BNDX
Vanguard Total International B

ETFs
-9.51K
- 2.27%
$48.77 - $49.55 $464K - $471K
409K $20.3M
GTO
Invesco Actively Managed ETF T

ETFs
-3.82K
- 11.75%
$45.73 - $47.2 $175K - $180K
28.7K $1.34M
WELL
Welltower Inc.

Real Estate
-1.32K
- 2.78%
$136.49 - $155.22 $180K - $205K
46K $7.08M
CHD
Church & Dwight CO Inc

Consumer Defensive
-1.21K
- 28.27%
$91.57 - $110.76 $110K - $133K
3.06K $293K
FALN
Ishares Tr Fallen Angels Usd B

ETFs
-6.63K
- 42.96%
$25.27 - $27.14 $168K - $180K
8.8K $238K
MMM
3 M CO

Industrials
-1.27K
- 36.15%
$126.09 - $154.15 $160K - $195K
2.24K $340K
MA
Mastercard Inc

Financial Services
-582
- 5.05%
$479.92 - $590.74 $279K - $344K
10.9K $6.15M
PSA
Public Storage

Real Estate
-426
- 5.92%
$266.31 - $309.77 $113K - $132K
6.76K $1.98M
COLD
Americold Realty Trust

Real Estate
-4.73K
- 27.77%
$16.31 - $21.47 $77.2K - $102K
12.3K $204K
BBCA
J P Morgan ETF Tr Betabuilders

ETFs
-2.63K
- 46.81%
$65.42 - $80.7 $172K - $212K
2.99K $241K
REG
Regency Centers Corp

Real Estate
-1.74K
- 12.3%
$65.48 - $74.74 $114K - $130K
12.4K $883K
SYK
Stryker Corp

Healthcare
-555
- 18.78%
$337.37 - $395.63 $187K - $220K
2.4K $949K
ESS
Essex Property Trust, Inc.

Real Estate
-555
- 9.59%
N/A
5.23K $1.43M
ARE
Alexandria Real Estate Equities, Inc.

Real Estate
-1.38K
- 55.46%
$67.83 - $92.33 $93.4K - $127K
1.11K $80K
LGOV
First Tr ETF Iv Long Duration

ETFs
-6.53K
- 42.35%
$20.73 - $21.92 $135K - $143K
8.89K $190K
CBOE
Cboe Global Markets, Inc.

Financial Services
-596
- 80.43%
$205.81 - $234.23 $123K - $140K
145 $33K
XLB
Select Sector Spdr Fd Material

ETFs
-1.59K
- 25.38%
$74.27 - $88.92 $118K - $141K
4.68K $410K
PUK
Prudential PLC

Financial Services
-9.51K
- 29.6%
$18.03 - $25.49 $172K - $242K
22.6K $566K
ESRT
Empire State Realty Trust, Inc.

Real Estate
-16.5K
- 38.78%
$6.79 - $8.71 $112K - $144K
26K $210K
ELV
Elevance Health, Inc.

Healthcare
-103
- 5.81%
$372.27 - $452.69 $38.3K - $46.6K
1.67K $649K
NAD
Nuveen Quality Municipal Income Fund

Financial Services
-9.41K
- 15.81%
$10.78 - $11.57 $101K - $109K
50.1K $565K
HPQ
Hp Inc

Technology
-3.78K
- 43.81%
$21.88 - $29.32 $82.7K - $111K
4.85K $118K
NWSA
News Corp

Communication Services
-4.86K
- 47.31%
$23.97 - $29.72 $116K - $144K
5.41K $160K
NEA
Nuveen Amt Free Quality Municipal Income Fund

Financial Services
-9.29K
- 15.28%
$10.29 - $11.24 $95.6K - $104K
51.5K $562K
KRC
Kilroy Realty Corp

Real Estate
-4.84K
- 15.47%
$28.32 - $35.95 $137K - $174K
26.4K $907K
XYLD
Global X Fds S&P 500 Covered C

ETFs
-2.82K
- 24.44%
$35.62 - $39.64 $100K - $112K
8.72K $339K
COP
Conocophillips

Energy
-271
- 4.78%
$82.66 - $106.1 $22.4K - $28.8K
5.4K $484K
PYPL
Pay Pal Holdings, Inc.

Financial Services
-2.12K
- 41.23%
$57.41 - $74.81 $122K - $159K
3.03K $224K
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
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