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
SYY
Sysco Corp

Consumer Defensive
-1.35K
- 21.68%
$68.0 - $75.91 $91.9K - $103K
4.88K $369K
PG
Procter & Gamble CO

Consumer Defensive
-28
- 0.34%
$157.66 - $172.39 $4.41K - $4.83K
8.33K $1.33M
AJG
Arthur J. Gallagher & Co.

Financial Services
-140
- 7.1%
$310.86 - $348.77 $43.5K - $48.8K
1.83K $586K
AMH
American Homes 4 Rent

Real Estate
-1.67K
- 8.07%
$32.8 - $39.31 $54.6K - $65.5K
19K $684K
SPSB
Spdr Portfolio Short Term Corp

ETFs
-3.29K
- 5.3%
$29.82 - $30.19 $98K - $99.3K
58.7K $1.77M
NEAR
Blackrock Short Maturity Bond

ETFs
-2.09K
- 3.47%
$50.41 - $51.17 $106K - $107K
58.2K $2.98M
WSM
Williams Sonoma Inc

Consumer Cyclical
-657
- 24.17%
$137.62 - $174.44 $90.4K - $115K
2.06K $336K
AFL
Aflac Inc

Financial Services
-531
- 8.64%
$99.77 - $112.45 $53K - $59.7K
5.62K $592K
GDDY
Go Daddy Inc.

Technology
-502
- 31.32%
$162.11 - $192.36 $81.4K - $96.6K
1.1K $198K
MPWR
Monolithic Power Systems Inc

Technology
-188
- 57.85%
$455.19 - $737.73 $85.6K - $139K
137 $100K
IXUS
Ishares Tr

ETFs
-10.8K
- 10.82%
$62.37 - $77.63 $672K - $836K
88.8K $6.86M
NEE
Nextera Energy Inc

Utilities
-1.09K
- 24.01%
$64.11 - $75.0 $70K - $81.9K
3.46K $239K
LULU
Lululemon Athletica Inc.

Consumer Cyclical
-287
- 91.4%
$225.56 - $335.19 $64.7K - $96.2K
27 $6K
WMT
Walmart Inc.

Consumer Defensive
-6K
- 11.88%
$81.79 - $99.98 $491K - $600K
44.5K $4.35M
DDOG
Datadog, Inc.

Technology
-940
- 73.73%
$87.0 - $134.33 $81.8K - $126K
335 $45K
VRTX
Vertex Pharmaceuticals Inc

Healthcare
-89
- 8.53%
$421.16 - $509.5 $37.5K - $45.3K
954 $424K
PCAR
Paccar Inc

Industrials
-800
- 41.84%
$86.4 - $99.09 $69.1K - $79.3K
1.11K $105K
MCD
Mcdonalds Corp

Consumer Cyclical
-60
- 1.9%
$285.55 - $321.23 $17.1K - $19.3K
3.1K $906K
ABC
Amerisourcebergen Corp

Healthcare
-438
- 21.06%
N/A
1.64K $304K
MNST
Monster Beverage Corp

Consumer Defensive
-1.54K
- 41.21%
$55.01 - $64.24 $84.7K - $98.9K
2.2K $137K
JSCP
Jp Morgan Exch Traded Fd Tr Sh

ETFs
-1.82K
- 7.32%
$46.46 - $47.44 $84.5K - $86.3K
23K $1.09M
ETSY
Etsy Inc

Consumer Cyclical
-1.75K
- 69.27%
$40.8 - $63.88 $71.6K - $112K
778 $39K
NLOK
Norton Life Lock Inc.

Technology
-3.69K
- 50.35%
N/A
3.64K $78K
HAS
Hasbro, Inc.

Consumer Cyclical
-1.75K
- 42.23%
$50.71 - $73.82 $88.7K - $129K
2.39K $176K
IUSV
Ishares Core S&P U.S. Value Et

ETFs
-838
- 69.66%
$81.46 - $94.63 $68.3K - $79.3K
365 $34K
PEAK
Healthpeak Properties, Inc.

Real Estate
-4.07K
- 14.36%
N/A
24.3K $460K
CNHI
Cnh Industrial N.V.

Industrials
-7.35K
- 29.23%
N/A
17.8K $185K
MPW
Medical Properties Trust Inc

Real Estate
-2.88K
- 7.69%
$4.31 - $5.91 $12.4K - $17K
34.5K $148K
VRSK
Verisk Analytics, Inc.

Industrials
-295
- 26.25%
$277.03 - $321.33 $81.7K - $94.8K
829 $258K
OKE
Oneok Inc

Energy
-456
- 21.25%
$78.71 - $100.37 $35.9K - $45.8K
1.69K $137K
GPK
Graphic Packaging Holding CO

Consumer Cyclical
-1.85K
- 27.36%
$21.02 - $26.3 $38.8K - $48.6K
4.91K $103K
DGX
Quest Diagnostics Inc

Healthcare
-510
- 58.02%
N/A
369 $50K
IWN
Ishares Russell2000 Val ETF

ETFs
-466
- 79.66%
$131.84 - $157.76 $61.4K - $73.5K
119 $18K
CPRT
Copart Inc

Consumer Cyclical
-755
- 17.76%
$47.72 - $63.84 $36K - $48.2K
3.5K $171K
UBS
Ubs Group Ag

Financial Services
-2.77K
- 34.15%
$26.12 - $33.82 $72.3K - $93.6K
5.34K $180K
IYG
Ishares Tr

ETFs
-1.87K
- 13.85%
$68.9 - $85.6 $129K - $160K
11.6K $996K
UNP
Union Pacific Corp

Industrials
-230
- 12.91%
$208.27 - $238.46 $47.9K - $54.8K
1.55K $356K
EMN
Eastman Chemical CO

Basic Materials
-660
- 58.88%
$72.7 - $88.29 $48K - $58.3K
461 $34K
AWK
American Water Works Company, Inc.

Utilities
-215
- 5.34%
$133.82 - $151.96 $28.8K - $32.7K
3.81K $530K
EVR
Evercore Inc.

Financial Services
-353
- 77.24%
$163.77 - $271.5 $57.8K - $95.8K
104 $28K
JPIE
J P Morgan Exchange Traded Fd
-1.42K
- 13.62%
$45.12 - $46.32 $64K - $65.7K
9K $417K
EGP
Eastgroup Properties Inc

Real Estate
-323
- 42.06%
$145.28 - $176.09 $46.9K - $56.9K
445 $74K
AVY
Avery Dennison Corp

Industrials
-339
- 89.68%
$159.58 - $183.97 $54.1K - $62.4K
39 $6K
TAP
Molson Coors Beverage CO

Consumer Defensive
-475
- 16.45%
$47.24 - $62.46 $22.4K - $29.7K
2.41K $115K
AAAU
Goldman Sachs Physical Gold ETF

ETFs
-2.64K
- 17.03%
$29.44 - $33.91 $77.6K - $89.4K
12.8K $419K
FLOT
Ishares Tr Fltg Rate Nt ETF

ETFs
-1.16K
- 19.21%
$50.1 - $51.02 $58K - $59K
4.87K $248K
CSGP
Costar Group, Inc.

Real Estate
-749
- 38.37%
$72.62 - $83.22 $54.4K - $62.3K
1.2K $96K
MRSK
Toews Agility Shares Managed R

Technology
-2.55K
- 18.17%
$30.02 - $33.57 $76.4K - $85.5K
11.5K $385K
PAYX
Paychex Inc

Industrials
-275
- 13.47%
$137.01 - $159.78 $37.7K - $43.9K
1.77K $257K
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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