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
VIG
Vanguard Dividend Appreciation

ETFs
-104
- 14.11%
N/A
633 $115K
GILD
Gilead Sciences, Inc.

Healthcare
-173
- 3.37%
$108.22 - $120.47 $18.7K - $20.8K
4.97K $551K
NKE
Nike, Inc.

Consumer Cyclical
-182
- 5.71%
$69.24 - $79.24 $12.6K - $14.4K
3.01K $209K
BA
Boeing CO

Industrials
-135
- 7.03%
$209.79 - $237.38 $28.3K - $32K
1.79K $385K
VST
Vistra Corp.

Utilities
-99
- 4.39%
$182.0 - $217.92 $18K - $21.6K
2.16K $422K
MILN
Global X Funds Global X Millen

ETFs
-320
- 6.45%
$47.48 - $50.72 $15.2K - $16.2K
4.64K $229K
SLQD
Ishares 0 5 Year Investment Gr

ETFs
-329
- 1.87%
$50.29 - $50.86 $16.5K - $16.7K
17.3K $877K
JEMA
Jpmorgan Activebuilders Emergi

ETFs
-1.09K
- 12.6%
$42.78 - $47.77 $46.6K - $52.1K
7.56K $359K
NDAQ
Nasdaq, Inc.

Financial Services
-28
- 0.28%
$86.73 - $96.94 $2.43K - $2.71K
9.94K $879K
JPME
Jpmorgan Tr. Diversified Retur

ETFs
-237
- 7.2%
$103.48 - $109.86 $24.5K - $26K
3.05K $331K
VEU
Vanguard Ftse All World Ex Us

ETFs
-691
- 6.81%
$66.38 - $71.68 $45.9K - $49.5K
9.46K $674K
SLB
Schlumberger Limited

Energy
-362
- 5.64%
$32.37 - $37.31 $11.7K - $13.5K
6.05K $208K
EMHC
Spdr Bloomberg Emerging Market
-465
- 5.18%
$24.31 - $25.33 $11.3K - $11.8K
8.51K $214K
AFL
Aflac Inc

Financial Services
-366
- 6.52%
$98.09 - $111.7 $35.9K - $40.9K
5.25K $586K
BKHY
Bny Mellon ETF Tr High Yield B

ETFs
-122
- 21.94%
$47.83 - $48.77 $5.84K - $5.95K
434 $21K
VOX
Vanguard Communication Service

ETFs
-141
- 10.62%
$169.0 - $192.17 $23.8K - $27.1K
1.19K $222K
SRLN
Ssga Active Trust

ETFs
-110
- 2.23%
$41.28 - $41.65 $4.54K - $4.58K
4.81K $200K
SNOW
Snowflake Inc.

Technology
-26
- 2.38%
$191.73 - $241.0 $4.98K - $6.27K
1.07K $240K
CEG
Constellation Energy Corp

Utilities
-32
- 2.66%
$298.82 - $354.89 $9.56K - $11.4K
1.17K $384K
AESR
Two Rds Shared Tranfield Us Eq

ETFs
-9.27K
- 8.06%
$18.96 - $20.68 $176K - $192K
106K $2.18M
TIP
Ishares Tr Tips Bd ETF

ETFs
-98
- 1.37%
$109.11 - $111.88 $10.7K - $11K
7.05K $784K
FTEC
Fidelity Covington Tr Msci Inf

ETFs
-144
- 11.92%
$195.29 - $223.85 $28.1K - $32.2K
1.06K $236K
WDAY
Workday, Inc.

Technology
-11
- 0.73%
$213.69 - $247.69 $2.35K - $2.72K
1.49K $358K
SGOV
Ishares Trishares 0 3 Mnth Tre

ETFs
-25
- 1.0%
$100.37 - $100.74 $2.51K - $2.52K
2.48K $250K
SLV
I Shares Silver Trust

ETFs
-253
- 26.72%
$32.73 - $42.5 $8.28K - $10.8K
694 $29K
CTA
Simplify Exch Traded Fds Simpl

ETFs
-622
- 5.26%
$26.46 - $28.43 $16.5K - $17.7K
11.2K $313K
JPMB
J P Morgan Usd Emerging Market

ETFs
-234
- 4.31%
$38.57 - $40.47 $9.03K - $9.47K
5.2K $209K
XTEN
Bondbloxx ETF Tr Bloomberg 10
-122
- 41.64%
N/A
171 $0
JGRO
J P Morgan Exchange Traded Fd
-1.44K
- 20.05%
N/A
5.74K $0
Ge Vernova Inc
-58
- 6.49%
N/A
836 $0
J P Morgan Exchange Traded F
-6.6K
- 77.48%
N/A
1.92K $0
XHLF
Bondbloxx ETF Tr Bloomberg 6 M
-7.41K
- 48.66%
N/A
7.82K $0
Talen Energy Corp
-149
- 19.2%
N/A
627 $0
T Rowe Price ETF Inc
-557
- 5.36%
N/A
9.84K $0
FTGS
First Tr Exchange Traded Fd Gr
-372
- 3.31%
N/A
10.9K $0
TPSC
Timothy Plan U S Sm Cap Core E

ETFs
-25
- 6.13%
$38.56 - $42.17 $964 - $1.05K
383 $15K
Columbia ETF Tr I
-344
- 1.59%
N/A
21.3K $0
Ea Series Trust
-6.1K
- 18.37%
N/A
27.1K $0
Elevation Series Trust
-31.1K
- 98.67%
N/A
421 $0
Canadian Pacific Kansas City
-168
- 1.53%
N/A
10.8K $0
J P Morgan Exchange Traded F
-3.84K
- 38.62%
N/A
6.09K $0
Te Connectivity PLC
-11
- 0.53%
N/A
2.07K $0
VUSB
Vanguard Bd Index Fds
-885
- 1.98%
N/A
43.9K $0
Exchange Listed Fds Tr
-818K
- 54.66%
N/A
679K $0
Smurfit Westrock PLC
-1
- 0.02%
N/A
6.28K $0
RAYD
Advsrs Inner Crcl Fd Iii Rayli
-1.46K
- 2.0%
N/A
71.4K $0
Linde PLC
-246
- 12.11%
N/A
1.79K $0
PAMC
Pacer Fds Tr Lunt Midcap Multi

Technology
-1.48K
- 6.78%
$43.2 - $47.68 $63.8K - $70.5K
20.3K $955K
CARY
Angel Oak Fds Tr Income Etf(De
-1.61K
- 5.73%
N/A
26.5K $0
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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