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
HPE
Hewlett Packard Enterprise CO

Technology
-4.07K
- 37.2%
$12.51 - $20.45 $50.9K - $83.3K
6.88K $140K
ISRG
Intuitive Surgical Inc

Healthcare
-257
- 11.12%
$451.58 - $565.94 $116K - $145K
2.05K $1.12M
WCN
Waste Connections, Inc.

Industrials
-96
- 8.18%
$183.26 - $199.95 $17.6K - $19.2K
1.08K $201K
TFI
Spdr Nuveen Bloomberg Municipa

ETFs
-538
- 39.65%
$43.63 - $45.4 $23.5K - $24.4K
819 $36K
REGN
Regeneron Pharmaceuticals, Inc.

Healthcare
-13
- 7.98%
$483.07 - $625.6 $6.28K - $8.13K
150 $78K
URI
United Rentals, Inc.

Industrials
-92
- 24.73%
$551.94 - $753.4 $50.8K - $69.3K
280 $210K
HES
Hess Corp

Energy
-103
- 26.41%
$126.32 - $161.29 $13K - $16.6K
287 $39K
FTGC
First Trust Global Tactical CO

ETFs
-539
- 4.37%
$23.09 - $25.91 $12.4K - $14K
11.8K $291K
CLX
Clorox CO

Consumer Defensive
-130
- 49.43%
$118.01 - $148.69 $15.3K - $19.3K
133 $15K
FVD
First Tr Value Line Divid Inde

ETFs
-509
- 7.68%
$40.62 - $45.12 $20.7K - $23K
6.12K $273K
MLPA
Global X Mlp ETF

ETFs
-286
- 10.22%
$46.47 - $54.16 $13.3K - $15.5K
2.51K $126K
ADBE
Adobe Inc.

Technology
-79
- 2.73%
$340.0 - $420.68 $26.9K - $33.2K
2.82K $1.09M
FMF
First Trust Managed Futures St

ETFs
-100
- 0.55%
$44.79 - $46.43 $4.48K - $4.64K
18.1K $818K
BKHY
Bny Mellon ETF Tr High Yield B

ETFs
-424
- 43.27%
$45.58 - $48.28 $19.3K - $20.5K
556 $26K
CPT
Camden Property Trust

Real Estate
-134
- 27.02%
$106.53 - $122.8 $14.3K - $16.5K
362 $40K
AAL
American Airlines Group Inc.

Industrials
-1.77K
- 72.13%
N/A
684 $7K
ST
Sensata Technologies Holding PLC

Technology
-1.1K
- 50.53%
$17.69 - $30.11 $19.4K - $33.1K
1.08K $32K
TRMB
Trimble Inc.

Technology
-304
- 72.21%
$55.12 - $75.98 $16.8K - $23.1K
117 $8K
IBN
Icici Bank LTD

Financial Services
-1.2K
- 11.45%
$30.16 - $34.39 $36K - $41.1K
9.24K $310K
VRRM
Verra Mobility Corp

Industrials
-863
- 64.31%
$20.85 - $25.4 $18K - $21.9K
479 $12K
CHRW
C. H. Robinson Worldwide, Inc.

Industrials
-135
- 19.2%
$86.97 - $102.82 $11.7K - $13.9K
568 $54K
STZ
Constellation Brands, Inc.

Consumer Defensive
-62
- 18.96%
$160.0 - $195.62 $9.92K - $12.1K
265 $43K
YETI
Yeti Holdings, Inc.

Consumer Cyclical
-470
- 30.11%
$26.94 - $34.72 $12.7K - $16.3K
1.09K $34K
ADSK
Autodesk, Inc.

Technology
-68
- 2.0%
N/A
3.33K $817K
UMC
United Microelectronics Corp

Technology
-3.47K
- 19.59%
$6.12 - $8.32 $21.3K - $28.9K
14.3K $109K
CTRA
Coterra Energy Inc.

Energy
-22
- 0.48%
$22.6 - $29.07 $497 - $640
4.54K $115K
AMT
American Tower Corp

Real Estate
-268
- 2.1%
$203.96 - $228.19 $54.7K - $61.2K
12.5K $2.76M
NWS
News Corp New Cl B Com Stk (De

Communication Services
-766
- 29.45%
$27.41 - $34.31 $21K - $26.3K
1.84K $62K
JMBS
Janus Detroit Str Tr Henderson

ETFs
-333
- 7.56%
$43.89 - $45.45 $14.6K - $15.1K
4.07K $183K
SJM
J M Smucker CO

Consumer Defensive
-76
- 18.1%
$94.41 - $118.52 $7.18K - $9.01K
344 $33K
IEI
Ishares Barclays 3 7 Yr Treas

ETFs
-203
- 2.41%
$116.93 - $119.39 $23.7K - $24.2K
8.23K $979K
JAAA
Janus Detroit Str Tr Janus Hen

ETFs
-380
- 0.51%
$49.79 - $50.75 $18.9K - $19.3K
73.4K $3.73M
OMFS
Invesco Exchange Traded Self I

ETFs
-1.03K
- 8.49%
$33.88 - $40.17 $35K - $41.5K
11.1K $446K
FOXA
Fox Corp

Communication Services
-253
- 17.74%
$47.21 - $57.04 $11.9K - $14.4K
1.17K $65K
VSS
Vanguard Intl Eqty Ftse All Wo

ETFs
-159
- 47.18%
$104.23 - $134.39 $16.6K - $21.4K
178 $23K
ODFL
Old Dominion Freight Line, Inc.

Industrials
-83
- 20.29%
$146.74 - $176.07 $12.2K - $14.6K
326 $52K
INTF
Ishares Tr

ETFs
-1.66K
- 13.29%
$27.6 - $34.51 $45.9K - $57.4K
10.8K $371K
D
Dominion Energy, Inc

Utilities
-278
- 7.72%
$49.66 - $58.0 $13.8K - $16.1K
3.32K $187K
NCLH
Norwegian Cruise Line Holdings Ltd.

Consumer Cyclical
-637
- 59.2%
$15.5 - $20.28 $9.87K - $12.9K
439 $8K
ITW
Illinois Tool Works Inc

Industrials
-47
- 6.02%
$218.41 - $252.43 $10.3K - $11.9K
734 $181K
PGHY
Invesco ETF Tr Ii Global Short

ETFs
-713
- 1.67%
$18.92 - $19.87 $13.5K - $14.2K
42K $834K
BRBR
Bellring Brands, Inc.

Consumer Defensive
-44
- 7.5%
$57.26 - $78.92 $2.52K - $3.47K
543 $31K
CRL
Charles River Laboratories International, Inc.

Healthcare
-73
- 33.18%
$99.75 - $151.89 $7.28K - $11.1K
147 $22K
LMBS
First Tr ETF Fd Iv First Tr Lo

ETFs
-251
- 1.63%
$48.5 - $49.35 $12.2K - $12.4K
15.1K $746K
QRVO
Qorvo, Inc.

Technology
-187
- 43.09%
$50.81 - $84.91 $9.5K - $15.9K
247 $20K
FTEC
Fidelity Covington Tr Msci Inf

ETFs
-340
- 21.96%
$139.8 - $197.22 $47.5K - $67.1K
1.21K $238K
IEO
Ishares Tr

ETFs
-58
- 7.7%
$74.87 - $95.92 $4.34K - $5.56K
695 $61K
FIXD
First Tr ETF Viii Tcw Opportun

ETFs
-221
- 3.54%
$42.72 - $44.24 $9.44K - $9.78K
6.03K $264K
VGLT
Vanguard Long Term Treasury Et

ETFs
-90
- 3.22%
$53.66 - $58.71 $4.83K - $5.28K
2.7K $151K
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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