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
Natwest Group PLC
-1.2K
- 5.36%
N/A
21.2K $0
Aegon LTD
-130
- 1.21%
N/A
10.6K $0
AZBL
Aim ETF Prods Tr Allianzim Us

Technology
-12.3K
- 91.85%
N/A
1.09K $0
AZBJ
Aim ETF Prods Tr Allianzim Us

ETFs
-103K
- 97.8%
N/A
2.32K $0
Healthcare Rlty Tr
-724
- 2.72%
N/A
25.9K $0
Jacobs Solutions Inc
-174
- 6.07%
N/A
2.69K $0
Pimco ETF Tr
-38K
- 99.47%
N/A
204 $0
Victory Portfolios Ii
-1.67K
- 5.34%
N/A
29.6K $0
Blackrock ETF Trust Ii
-216
- 13.38%
N/A
1.4K $0
DBMF
Litman Gregory Fds Tr Imgp Dbi

ETFs
-686
- 5.28%
$25.43 - $27.31 $17.4K - $18.7K
12.3K $335K
PBE
Invesco Exchange Traded Fd Tr

ETFs
-211
- 7.45%
$64.0 - $71.44 $13.5K - $15.1K
2.62K $183K
MSI
Motorola Solutions, Inc.

Technology
-133
- 7.59%
$408.73 - $490.3 $54.4K - $65.2K
1.62K $740K
IWM
Ishares Russell 2000 ETF

ETFs
-96
- 9.13%
$214.92 - $244.84 $20.6K - $23.5K
956 $231K
VPL
Vanguard Ftse Pacific ETF Ftse

ETFs
-250
- 5.23%
$80.54 - $89.67 $20.1K - $22.4K
4.53K $397K
YUM
Yum Brands Inc

Consumer Cyclical
-28
- 1.12%
$139.5 - $153.94 $3.91K - $4.31K
2.47K $375K
FTLS
First Tr Long/Short Equity ETF

ETFs
-512
- 4.52%
$65.78 - $69.95 $33.7K - $35.8K
10.8K $755K
VCLT
Vanguard Lg Trm Corp Bd ETF

ETFs
-41
- 0.81%
$73.94 - $78.51 $3.03K - $3.22K
5K $387K
SKYY
First Trust Cloud Computing Et

ETFs
-141
- 7.08%
$118.24 - $138.53 $16.7K - $19.5K
1.85K $248K
EXC
Exelon Corp

Utilities
-20
- 0.43%
$42.73 - $45.54 $855 - $911
4.58K $206K
FLQM
Franklin Templeton ETF Tr Libe

ETFs
-74
- 1.26%
$53.93 - $57.58 $3.99K - $4.26K
5.82K $328K
FRT
Federal Realty Investment Trust

Real Estate
-675
- 5.56%
$90.61 - $102.67 $61.2K - $69.3K
11.5K $1.16M
PCG
Pg&E Corp

Utilities
-386
- 2.85%
$13.0 - $15.73 $5.02K - $6.07K
13.2K $198K
MPW
Medical Properties Trust Inc

Real Estate
-3.14K
- 9.09%
$3.98 - $5.13 $12.5K - $16.1K
31.4K $159K
URI
United Rentals, Inc.

Industrials
-47
- 16.79%
$774.14 - $975.23 $36.4K - $45.8K
233 $222K
OMFL
Invesco Exchange Traded Self I

ETFs
-35
- 0.52%
$57.41 - $60.45 $2.01K - $2.12K
6.74K $406K
GWX
Spdr Index Shs Fd Spdr S&P Int

ETFs
-800
- 5.04%
$36.93 - $40.55 $29.5K - $32.4K
15.1K $605K
QUS
Spdr Ser Tr Msci Usa Strategic

ETFs
-250
- 3.47%
$161.6 - $171.2 $40.4K - $42.8K
6.96K $1.19M
IDEV
Ishares Core Msci Intl Develop

ETFs
-400
- 3.42%
$74.68 - $80.26 $29.9K - $32.1K
11.3K $906K
RSP
Invesco S&P 500 Equal Weight E

ETFs
-152
- 2.66%
$181.56 - $190.33 $27.6K - $28.9K
5.57K $1.06M
CHRW
C. H. Robinson Worldwide, Inc.

Industrials
-18
- 3.17%
$96.73 - $137.09 $1.74K - $2.47K
550 $72K
LMT
Lockheed Martin Corp

Industrials
-69
- 4.35%
$410.74 - $499.21 $28.3K - $34.4K
1.52K $758K
AOS
Smith A O Corp

Industrials
-7
- 0.22%
$67.24 - $74.3 $471 - $520
3.18K $233K
OMFS
Invesco Exchange Traded Self I

ETFs
-422
- 3.79%
$39.64 - $44.73 $16.7K - $18.9K
10.7K $471K
DAL
Delta Air Lines, Inc.

Industrials
-293
- 5.3%
$49.0 - $61.97 $14.4K - $18.2K
5.24K $297K
IWR
Ishares Russell Mid Cap ETF

ETFs
-159
- 1.59%
$92.26 - $97.51 $14.7K - $15.5K
9.87K $952K
EEMA
Ishares Msci Emerging Markets

ETFs
-116
- 2.48%
$81.98 - $92.25 $9.51K - $10.7K
4.56K $418K
SGOL
Abrdn Gold ETF Trust

ETFs
-9.01K
- 13.04%
$31.18 - $36.81 $281K - $332K
60.1K $2.21M
SPTM
Spdr Portfolio S&P 1500 Compos

ETFs
-1.09K
- 5.08%
$74.93 - $80.73 $81.8K - $88.2K
20.4K $1.65M
MRK
Merck & Co., Inc.

Healthcare
-111
- 1.15%
$77.6 - $87.37 $8.61K - $9.7K
9.56K $802K
CVNA
Carvana Co.

Consumer Cyclical
-8
- 0.78%
$326.09 - $392.66 $2.61K - $3.14K
1.01K $381K
HOOD
Robinhood Markets, Inc.

Technology
-1.86K
- 29.73%
$91.27 - $143.18 $170K - $267K
4.4K $630K
VLO
Valero Energy Corp

Energy
-13
- 0.97%
$131.77 - $175.63 $1.71K - $2.28K
1.33K $226K
SAN
Banco Santander, S.A.

Financial Services
-438
- 1.85%
$8.27 - $10.48 $3.62K - $4.59K
23.3K $244K
GEM
Goldman Sachs ETF Tr Actvebeta

ETFs
-4.23K
- 6.76%
$37.04 - $40.86 $157K - $173K
58.3K $2.38M
MS
Morgan Stanley

Financial Services
-271
- 5.12%
$139.09 - $161.16 $37.7K - $43.7K
5.02K $798K
LEN
Lennar Corp

Consumer Cyclical
-85
- 2.04%
$107.73 - $142.4 $9.16K - $12.1K
4.08K $514K
XMHQ
Invesco Exchange Traded Fd Tr

ETFs
-920
- 4.09%
$98.53 - $107.1 $90.6K - $98.5K
21.6K $2.26M
BP
Bp PLC

Energy
-1.71K
- 6.72%
$30.25 - $35.69 $51.6K - $60.9K
23.7K $816K
LHX
L3 Harris Technologies, Inc.

Industrials
-26
- 2.02%
$252.18 - $305.41 $6.56K - $7.94K
1.26K $385K
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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