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
FLQM
Franklin Templeton ETF Tr Libe

ETFs
-316
- 5.09%
$46.92 - $55.01 $14.8K - $17.4K
5.89K $319K
WAB
Westinghouse Air Brake Technologies Corp

Industrials
-84
- 28.87%
$160.22 - $209.35 $13.5K - $17.6K
207 $43K
NXST
Nexstar Media Group, Inc.

Communication Services
-41
- 13.67%
$144.68 - $181.86 $5.93K - $7.46K
259 $44K
INTC
Intel Corp

Technology
-175
- 1.39%
$18.13 - $22.69 $3.17K - $3.97K
12.4K $278K
TTEK
Tetra Tech Inc

Industrials
-1.04K
- 23.44%
$28.01 - $36.25 $29.1K - $37.6K
3.39K $121K
PBE
Invesco Exchange Traded Fd Tr

ETFs
-160
- 5.35%
$56.01 - $65.43 $8.96K - $10.5K
2.83K $181K
BX
Blackstone Inc.

Financial Services
-124
- 11.23%
$120.07 - $151.11 $14.9K - $18.7K
980 $146K
WBD
Warner Bros. Discovery, Inc.

Communication Services
-852
- 37.34%
$7.69 - $11.46 $6.55K - $9.76K
1.43K $16K
LCID
Lucid Group, Inc.

Consumer Cyclical
-3.38K
- 87.02%
$2.1 - $2.96 $7.09K - $10K
504 $1K
AZO
Autozone Inc

Consumer Cyclical
-1
- 3.23%
$3478.38 - $3880.15 $3.48K - $3.88K
30 $111K
SLV
I Shares Silver Trust

ETFs
-284
- 23.07%
$27.08 - $33.74 $7.69K - $9.58K
947 $31K
AOS
Smith A O Corp

Industrials
-118
- 3.57%
$59.63 - $70.52 $7.04K - $8.32K
3.19K $209K
QYLD
Global X Fdsnasdaq 100 Covered

ETFs
-462
- 2.22%
$14.97 - $16.79 $6.92K - $7.76K
20.3K $339K
EMHC
Spdr Bloomberg Emerging Market
-356
- 3.81%
$23.06 - $24.61 $8.21K - $8.76K
8.98K $220K
BLD
Top Build Corp

Industrials
-18
- 94.74%
$275.93 - $326.59 $4.97K - $5.88K
1 $0
ESAB
Esab Corp

Industrials
-65
- 10.0%
$104.48 - $130.25 $6.79K - $8.47K
585 $70K
GPC
Genuine Parts CO

Consumer Cyclical
-46
- 10.45%
$105.54 - $129.09 $4.85K - $5.94K
394 $47K
CBRE
Cbre Group, Inc.

Real Estate
-152
- 8.11%
$113.94 - $140.12 $17.3K - $21.3K
1.72K $241K
STLD
Steel Dynamics Inc

Basic Materials
-36
- 4.25%
N/A
811 $79K
VRT
Vertiv Holdings CO

Industrials
-41
- 0.94%
N/A
4.33K $374K
AIG
American International Group, Inc.

Financial Services
-38
- 10.22%
$77.56 - $87.72 $2.95K - $3.33K
334 $28K
FTCS
First Trust Capital Strength E

ETFs
-64
- 3.92%
$81.6 - $92.39 $5.22K - $5.91K
1.57K $142K
AEE
Ameren Corp

Utilities
-7
- 1.49%
$94.23 - $101.68 $660 - $712
464 $44K
GOVT
Ishares U.S. Treasury Bond ETF

ETFs
-94
- 1.76%
$22.54 - $23.17 $2.12K - $2.18K
5.26K $120K
RUN
Sunrun Inc.

Technology
-4.86K
- 31.31%
$5.67 - $12.85 $27.5K - $62.4K
10.7K $87K
MSCI
Msci Inc.

Financial Services
-12
- 4.2%
$506.56 - $576.74 $6.08K - $6.92K
274 $158K
WBA
Walgreens Boots Alliance, Inc.

Healthcare
-448
- 4.85%
$10.59 - $11.48 $4.74K - $5.14K
8.8K $100K
GWW
W.W. Grainger, Inc.

Industrials
-22
- 5.39%
$919.93 - $1101.66 $20.2K - $24.2K
386 $401K
LNT
Alliant Energy Corp

Utilities
-17
- 8.29%
$58.79 - $64.85 $999 - $1.1K
188 $11K
ORI
Old Republic International Corp

Financial Services
-13
- 0.54%
$35.25 - $39.79 $458 - $517
2.37K $91K
FLRN
Spdr Bloomberg Investment Grad

ETFs
-86
- 98.85%
$30.29 - $30.83 $2.6K - $2.65K
1 $0
MMYT
Make My Trip LTD

Consumer Cyclical
-21
- 0.57%
N/A
3.69K $317K
MAS
Masco Corp

Industrials
-11
- 7.64%
$58.73 - $71.06 $646 - $782
133 $8K
INGR
Ingredion Inc

Consumer Defensive
-12
- 1.74%
$123.22 - $140.95 $1.48K - $1.69K
677 $91K
USFR
Wisdomtree Floating Rate Treas

ETFs
-32
- 80.0%
$50.28 - $50.47 $1.61K - $1.62K
8 $0
ASB
Associated Banc Corp

Financial Services
-172
- 19.77%
$18.91 - $24.56 $3.25K - $4.22K
698 $17K
ABT
Abbott Laboratories

Healthcare
-316
- 2.63%
$123.95 - $138.08 $39.2K - $43.6K
11.7K $1.59M
DTM
Dt Midstream, Inc.

Energy
-117
- 13.95%
$87.23 - $109.91 $10.2K - $12.9K
722 $79K
NTNX
Nutanix, Inc.

Technology
-64
- 10.26%
$58.17 - $83.07 $3.72K - $5.32K
560 $42K
BOTZ
Global X Fds

ETFs
-1.48K
- 13.05%
$24.51 - $32.65 $36.3K - $48.3K
9.86K $321K
SRE
Sempra Energy

Utilities
-56
- 6.94%
$63.78 - $78.91 $3.57K - $4.42K
751 $56K
VDC
Vanguard Consumer Staples ETF

ETFs
-5
- 19.23%
$204.89 - $224.73 $1.02K - $1.12K
21 $4K
IJK
Ishares S&P Midcap 400 Growth

ETFs
-3
- 3.37%
$73.7 - $90.98 $221 - $273
86 $7K
SLYV
Spdr S&P 600 Small Cap Value E

ETFs
-1
- 0.93%
$67.03 - $80.35 $67 - $80.4
106 $8K
Dimensional ETF Trust
-65K
- 21.52%
N/A
237K $0
CNP
Centerpoint Energy Inc

Utilities
-65
- 1.46%
$35.5 - $39.05 $2.31K - $2.54K
4.39K $161K
Dimensional ETF Trust
-9.33K
- 49.7%
N/A
9.45K $0
IGSB
Ishares Trust Ishares 1 5 Year

ETFs
-15
- 0.64%
$51.68 - $52.76 $775 - $791
2.33K $123K
Ishares Bitcoin Trust ETF
-174
- 17.58%
N/A
816 $0
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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