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
BLDR
Builders First Source, Inc.

Industrials
-447
- 84.34%
$105.63 - $131.12 $47.2K - $58.6K
83 $9K
SRLN
Ssga Active Trust

ETFs
-1.44K
- 22.67%
$39.47 - $41.59 $57K - $60K
4.92K $204K
BRX
Brixmor Property Group Inc.

Real Estate
-2.48K
- 20.78%
N/A
9.46K $214K
SBUX
Starbucks Corp

Consumer Cyclical
-90
- 1.2%
$79.69 - $99.41 $7.17K - $8.95K
7.4K $677K
TTE
Total Energies Se

Energy
-826
- 13.56%
N/A
5.26K $361K
KHC
Kraft Heinz CO

Consumer Defensive
-1.21K
- 23.79%
$25.61 - $30.81 $31.1K - $37.4K
3.89K $100K
DE
Deere & CO

Industrials
-220
- 14.51%
$412.99 - $531.48 $90.9K - $117K
1.3K $659K
BMO
Bank Of Montreal

Financial Services
-720
- 40.04%
$87.54 - $110.63 $63K - $79.7K
1.08K $119K
F
Ford Motor CO

Consumer Cyclical
-5.86K
- 42.77%
$8.69 - $10.85 $50.9K - $63.6K
7.84K $85K
TGT
Target Corp

Consumer Defensive
-276
- 6.67%
$88.76 - $105.77 $24.5K - $29.2K
3.86K $380K
SUSB
Ishares Tr Ishares Esg Aware 1

ETFs
-2.07K
- 21.88%
$24.66 - $25.17 $50.9K - $52K
7.37K $185K
ADFI
Two Rds Shared Tr Anfield Dyna

ETFs
-6.23K
- 3.27%
$8.32 - $8.55 $51.9K - $53.3K
184K $1.57M
FICO
Fair Isaac Corp

Technology
-26
- 38.24%
$1503.62 - $2206.01 $39.1K - $57.4K
42 $76K
HIG
Hartford Financial Services Group, Inc.

Financial Services
-725
- 5.04%
$109.83 - $131.67 $79.6K - $95.5K
13.7K $1.73M
TRGP
Targa Resources Corp.

Energy
-200
- 44.05%
$157.32 - $205.72 $31.5K - $41.1K
254 $44K
CMI
Cummins Inc

Industrials
-281
- 8.44%
$267.12 - $336.65 $75.1K - $94.6K
3.05K $998K
ETR
Entergy Corp

Utilities
-502
- 37.21%
$79.01 - $86.61 $39.7K - $43.5K
847 $70K
WSC
Will Scot Mobile Mini Holdings Corp.

Industrials
-1.57K
- 98.74%
$22.25 - $30.3 $35K - $47.6K
20 $0
DD
Du Pont De Nemours, Inc.

Basic Materials
-433
- 20.43%
$55.13 - $75.25 $23.9K - $32.6K
1.69K $115K
BBD
Bank Bradesco

Financial Services
-20.4K
- 80.86%
$2.02 - $3.09 $41.3K - $63.1K
4.84K $14K
CTSH
Cognizant Technology Solutions Corp

Technology
-574
- 26.42%
$66.47 - $81.81 $38.2K - $47K
1.6K $124K
C
Citigroup Inc

Financial Services
-1.87K
- 22.51%
$58.13 - $85.12 $109K - $159K
6.44K $547K
FANG
Diamondback Energy, Inc.

Energy
-10
- 0.55%
$119.25 - $161.49 $1.19K - $1.61K
1.8K $247K
NVS
Novartis Ag

Healthcare
-640
- 16.58%
$101.96 - $121.01 $65.3K - $77.4K
3.22K $389K
SAP
Sap Se

Technology
-619
- 14.82%
$237.53 - $309.8 $147K - $192K
3.56K $1.08M
IWX
Ishares Tr Russell 200 Value E

ETFs
-517
- 24.68%
$73.26 - $84.19 $37.9K - $43.5K
1.58K $132K
IAU
Ishares Gold Trust

ETFs
-1.27K
- 10.88%
$56.1 - $64.74 $71.5K - $82.5K
10.4K $650K
CI
Cigna Corp

Healthcare
-135
- 4.25%
$301.89 - $340.04 $40.8K - $45.9K
3.04K $1.01M
CTA
Simplify Exch Traded Fds Simpl

ETFs
-157
- 1.31%
$26.61 - $29.9 $4.18K - $4.69K
11.8K $315K
JPME
Jpmorgan Tr. Diversified Retur

ETFs
-491
- 12.98%
$89.28 - $103.8 $43.8K - $51K
3.29K $341K
SPTS
Spdr Portfolio Short Term Trea

ETFs
-1.31K
- 3.41%
$29.07 - $29.38 $38K - $38.4K
37K $1.08M
DOW
Dow Inc.

Basic Materials
-845
- 47.61%
$25.81 - $34.89 $21.8K - $29.5K
930 $24K
DHR
Danaher Corp

Healthcare
-129
- 8.75%
$174.64 - $205.16 $22.5K - $26.5K
1.35K $265K
TSN
Tyson Foods, Inc.

Consumer Defensive
-503
- 50.5%
$54.33 - $63.56 $27.3K - $32K
493 $27K
SHW
Sherwin Williams CO

Basic Materials
-29
- 0.66%
$313.51 - $363.51 $9.09K - $10.5K
4.37K $1.5M
DSTL
ETF Ser Solution Distillate Us

ETFs
-788
- 10.89%
$48.53 - $55.35 $38.2K - $43.6K
6.45K $356K
UNM
Unum Group

Financial Services
-398
- 15.57%
$70.48 - $82.91 $28.1K - $33K
2.16K $174K
SCHI
Schwab Strategic Tr 5 10 Yr C

ETFs
-2.21K
- 3.75%
$21.85 - $22.76 $48.3K - $50.3K
56.8K $1.29M
CL
Colgate Palmolive CO

Consumer Defensive
-295
- 13.32%
$87.57 - $96.0 $25.8K - $28.3K
1.92K $174K
TM
Toyota Motor Corp

Consumer Cyclical
-157
- 15.54%
$158.63 - $195.39 $24.9K - $30.7K
853 $146K
GDX
Vaneck ETF Tr Gold Miners ETF

ETFs
-3.21K
- 14.55%
$41.45 - $54.46 $133K - $175K
18.8K $981K
QSR
Restaurant Brands International Inc.

Consumer Cyclical
-450
- 14.58%
$60.03 - $72.0 $27K - $32.4K
2.64K $174K
AON
Aon PLC

Financial Services
-20
- 3.6%
$335.85 - $398.81 $6.72K - $7.98K
536 $191K
SNA
Snap On Inc

Industrials
-76
- 28.46%
$292.36 - $342.2 $22.2K - $26K
191 $59K
UHS
Universal Health Services Inc

Healthcare
-151
- 50.5%
$157.05 - $197.94 $23.7K - $29.9K
148 $26K
BABA
Alibaba Group Holding LTD

Consumer Cyclical
-92
- 9.07%
$99.37 - $134.05 $9.14K - $12.3K
922 $104K
SCHP
Schwab Strategic Us Tips ETF

ETFs
-983
- 11.06%
$26.18 - $26.93 $25.7K - $26.5K
7.91K $210K
AVDV
American Centy ETF Tr Avantis

ETFs
-589
- 31.73%
$61.76 - $79.32 $36.4K - $46.7K
1.27K $100K
SQ
Block, Inc.

Technology
-489
- 22.86%
N/A
1.65K $94K
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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