Geo Wealth Management, LLC Reduced Holdings in Q1 2025

Geo Wealth Management, LLC

  • $2.33 Billion
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
ATO
Atmos Energy Corp

Utilities
-887
- 88.97%
$136.51 - $154.58 $121K - $137K
110 $17K
STX
Seagate Technology Holdings PLC

Technology
-1.4K
- 80.68%
$84.92 - $108.42 $118K - $151K
334 $28K
MCK
Mckesson Corp

Healthcare
-574
- 22.27%
$566.21 - $672.99 $325K - $386K
2K $1.35M
STZ
Constellation Brands, Inc.

Consumer Defensive
-492
- 60.07%
$161.05 - $222.93 $79.2K - $110K
327 $60K
AME
Ametek Inc

Industrials
-645
- 57.33%
$170.39 - $190.43 $110K - $123K
480 $82K
NAD
Nuveen Quality Municipal Income Fund

Financial Services
-9.41K
- 13.65%
$11.4 - $11.96 $107K - $113K
59.5K $685K
IFF
International Flavors & Fragrances Inc

Basic Materials
-1.26K
- 43.57%
$76.48 - $87.72 $96.7K - $111K
1.64K $127K
ACGL
Arch Capital Group Ltd.

Financial Services
-1.29K
- 55.45%
$88.13 - $96.94 $113K - $125K
1.03K $99K
AMGN
Amgen Inc

Healthcare
-821
- 29.52%
$258.59 - $327.36 $212K - $269K
1.96K $610K
MRSK
Toews Agility Shares Managed R

Technology
-2.85K
- 16.91%
$31.27 - $33.98 $89.2K - $96.9K
14K $443K
SRE
Sempra Energy

Utilities
-1.08K
- 57.12%
$67.85 - $87.67 $72.9K - $94.2K
807 $57K
ESRT
Empire State Realty Trust, Inc.

Real Estate
-146
- 0.34%
$7.82 - $10.26 $1.14K - $1.5K
42.5K $332K
EVRG
Evergy, Inc.

Utilities
-1.85K
- 65.89%
$59.9 - $69.52 $111K - $128K
956 $65K
BDX
Becton Dickinson & CO

Healthcare
-486
- 25.21%
$222.79 - $249.08 $108K - $121K
1.44K $330K
SPAB
Spdr Portfolio Aggregate Bond

ETFs
-5.58K
- 8.4%
$24.73 - $25.62 $138K - $143K
60.8K $1.55M
MU
Micron Technology Inc

Technology
-1.33K
- 33.28%
$86.89 - $109.38 $115K - $145K
2.66K $230K
KKR
Kkr & Co. Inc.

Financial Services
-321
- 15.28%
$108.17 - $167.07 $34.7K - $53.6K
1.78K $205K
RMD
Resmed Inc

Healthcare
-445
- 49.17%
$219.7 - $257.65 $97.8K - $115K
460 $102K
COF
Capital One Financial Corp

Financial Services
-593
- 21.74%
$163.87 - $209.82 $97.2K - $124K
2.14K $382K
ABC
Amerisourcebergen Corp

Healthcare
-562
- 21.27%
N/A
2.08K $385K
SHY
Ishares Barclays 1 3 Year Trea

ETFs
-1.34K
- 12.9%
$81.83 - $82.73 $110K - $111K
9.06K $749K
IR
Ingersoll Rand Inc.

Industrials
-1.06K
- 61.53%
$79.44 - $94.23 $84.4K - $100K
664 $53K
LQD
Ishares Iboxx $ Investment Gra

ETFs
-1.11K
- 11.6%
$105.1 - $109.61 $117K - $122K
8.45K $918K
FCX
Freeport Mcmoran Inc

Basic Materials
-2.68K
- 64.28%
$34.5 - $43.01 $92.4K - $115K
1.49K $56K
ITW
Illinois Tool Works Inc

Industrials
-380
- 32.73%
$244.9 - $274.48 $93.1K - $104K
781 $193K
CME
Cme Group Inc.

Financial Services
-602
- 33.02%
$225.82 - $266.54 $136K - $160K
1.22K $323K
NOC
Northrop Grumman Corp

Industrials
-230
- 49.25%
$433.45 - $513.82 $99.7K - $118K
237 $121K
TT
Trane Technologies PLC

Industrials
-187
- 17.53%
$332.0 - $400.86 $62.1K - $75K
880 $296K
DD
Du Pont De Nemours, Inc.

Basic Materials
-1.24K
- 36.82%
$72.7 - $84.32 $89.8K - $104K
2.12K $158K
SBUX
Starbucks Corp

Consumer Cyclical
-1.62K
- 17.78%
$91.75 - $115.81 $149K - $187K
7.49K $734K
ON
On Semiconductor Corp

Technology
-1.25K
- 64.12%
$40.69 - $64.51 $50.8K - $80.6K
699 $28K
HPE
Hewlett Packard Enterprise CO

Technology
-1.35K
- 10.96%
$14.77 - $24.42 $19.9K - $32.9K
10.9K $168K
FTV
Fortive Corp

Technology
-1.23K
- 61.73%
$71.82 - $82.98 $88.6K - $102K
765 $55K
RELX
Relx PLC

Communication Services
-3.26K
- 22.31%
$45.34 - $51.91 $148K - $169K
11.3K $571K
MGM
Mgm Resorts International

Consumer Cyclical
-2.09K
- 34.93%
$29.64 - $40.37 $61.9K - $84.4K
3.89K $115K
LULU
Lululemon Athletica Inc.

Consumer Cyclical
-156
- 33.19%
$283.06 - $421.16 $44.2K - $65.7K
314 $88K
AZO
Autozone Inc

Consumer Cyclical
-34
- 52.31%
$3193.96 - $3828.11 $109K - $130K
31 $118K
MTB
M&T Bank Corp

Financial Services
-402
- 20.54%
$170.47 - $201.98 $68.5K - $81.2K
1.56K $277K
TRV
Travelers Companies, Inc.

Financial Services
-407
- 52.45%
$232.43 - $265.13 $94.6K - $108K
369 $97K
HERO
Global X Fds Video Games & Esp

ETFs
-4.44K
- 29.77%
$23.07 - $27.32 $102K - $121K
10.5K $261K
FITB
Fifth Third Bancorp

Financial Services
-1.96K
- 47.4%
$37.48 - $44.96 $73.5K - $88.2K
2.18K $85K
BBY
Best Buy CO Inc

Consumer Cyclical
-595
- 16.43%
$70.3 - $91.1 $41.8K - $54.2K
3.03K $222K
MCHP
Microchip Technology Inc

Technology
-1.22K
- 38.35%
$48.41 - $64.3 $59.3K - $78.7K
1.97K $95K
OTIS
Otis Worldwide Corp

Industrials
-995
- 69.92%
$90.77 - $104.01 $90.3K - $103K
428 $44K
FTGC
First Trust Global Tactical CO

ETFs
-4.34K
- 26.01%
$23.95 - $25.86 $104K - $112K
12.3K $314K
UAL
United Airlines Holdings, Inc.

Industrials
-376
- 17.75%
$69.05 - $110.52 $26K - $41.6K
1.74K $120K
NRG
Nrg Energy, Inc.

Utilities
-1.09K
- 27.87%
$84.82 - $113.33 $92.8K - $124K
2.83K $270K
CSX
Csx Corp

Industrials
-2.27K
- 36.77%
$29.11 - $33.67 $66K - $76.3K
3.9K $114K
ICE
Intercontinental Exchange, Inc.

Financial Services
-748
- 36.36%
$142.8 - $176.36 $107K - $132K
1.31K $225K
Activity Summary
Buys All Purchases 370 New Holdings 57 Increased Positions 313 Sells All Sells 675 Reductions 674 Sold out 1 Options Calls 0 Puts 0
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