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
Canadian Pacific Kansas City
-419
- 3.67%
N/A
11K $0
VFH
Vanguard Financial ETF

ETFs
-8
- 16.67%
$104.87 - $127.3 $839 - $1.02K
40 $5K
Veralto Corp
-39
- 7.85%
N/A
458 $0
Dimensional ETF Trust
-3.6K
- 1.7%
N/A
208K $0
Aptiv PLC
-3.67K
- 95.82%
N/A
160 $0
Aegon LTD
-2.52K
- 19.09%
N/A
10.7K $0
VIS
Vanguard Industrial ETF

ETFs
-2
- 10.53%
$220.04 - $280.07 $440 - $560
17 $4K
Spdr Series Trust
-7.23K
- 30.23%
N/A
16.7K $0
Victory Portfolios Ii
-1.25K
- 3.83%
N/A
31.3K $0
RAYD
Advsrs Inner Crcl Fd Iii Rayli
-2.58K
- 3.42%
N/A
72.9K $0
HDUS
Lattice Strategies Tr Hartford
-1.05K
- 21.84%
N/A
3.76K $0
Linde PLC
-95
- 4.47%
N/A
2.03K $0
ANSS
Ansys Inc

Technology
-30
- 9.8%
$284.19 - $351.22 $8.53K - $10.5K
276 $96K
DWAC
Digital World Acquisition Corp.

Financial Services
-136
- 45.64%
N/A
162 $0
FPEI
First Tr ETF Iii Instl Pfd Sec

ETFs
-12
- 0.56%
$17.99 - $18.99 $216 - $228
2.14K $40K
First Tr Exchange Traded Fd
-353
- 2.44%
N/A
14.1K $0
Arista Networks Inc
-2.43K
- 46.09%
N/A
2.84K $0
UMBF
Umb Financial Corp

Financial Services
-3
- 8.11%
$86.4 - $107.99 $259 - $324
34 $3K
Natwest Group PLC
-80
- 0.36%
N/A
22.4K $0
MSM
Msc Industrial Direct CO Inc

Industrials
-20
- 11.17%
$70.15 - $85.48 $1.4K - $1.71K
159 $13K
SMR
Nuscale Power Corp

Industrials
-28
- 87.5%
$12.6 - $43.24 $353 - $1.21K
4 $0
Exchange Listed Fds Tr
-501K
- 25.06%
N/A
1.5M $0
Pimco ETF Tr
-16.9K
- 51.13%
N/A
16.2K $0
JPIN
Jp Morgan Diversified Return I

ETFs
-1
- 1.28%
$52.18 - $64.25 $52.2 - $64.3
77 $4K
Innovator Etfs Trust
-1.38K
- 9.22%
N/A
13.6K $0
Elevation Series Trust
-1.69K
- 10.59%
N/A
14.2K $0
J P Morgan Exchange Traded F
-9.91K
- 13.49%
N/A
63.5K $0
Thomson Reuters Corp
-349
- 40.3%
N/A
517 $0
BFC
Bank First Corp

Financial Services
-4
- 66.67%
$96.02 - $118.47 $384 - $474
2 $0
Healthcare Rlty Tr
-594
- 2.18%
N/A
26.6K $0
Kenvue Inc
-20.7K
- 81.46%
N/A
4.72K $0
VLO
Valero Energy Corp

Energy
-15
- 1.1%
$104.69 - $141.77 $1.57K - $2.13K
1.35K $180K
DBX
Dropbox, Inc.

Technology
-40
- 3.3%
$25.42 - $29.7 $1.02K - $1.19K
1.17K $33K
AVRE
American Centy ETF Tr Avantis
-607
- 2.53%
$38.75 - $44.92 $23.5K - $27.3K
23.4K $1.03M
FCX
Freeport Mcmoran Inc

Basic Materials
-157
- 10.54%
$29.15 - $44.46 $4.58K - $6.98K
1.33K $57K
RJF
Raymond James Financial Inc

Financial Services
-34
- 6.61%
$123.65 - $153.88 $4.2K - $5.23K
480 $73K
FNB
Fnb Corp

Financial Services
-502
- 6.21%
$11.48 - $14.58 $5.76K - $7.32K
7.58K $110K
NKE
Nike, Inc.

Consumer Cyclical
-342
- 9.69%
$53.27 - $72.04 $18.2K - $24.6K
3.19K $226K
RPHS
Two Rds Shared Tr Regents Pk H

ETFs
-15.5K
- 6.45%
$9.38 - $10.43 $145K - $162K
225K $2.35M
ARES
Ares Management Corp

Financial Services
-2
- 1.44%
$118.04 - $175.83 $236 - $352
137 $23K
IHI
Ishares Tr Dow Jones Us Medica

ETFs
-74
- 2.27%
$54.27 - $63.01 $4.02K - $4.66K
3.18K $199K
LYV
Live Nation Entertainment, Inc.

Communication Services
-32
- 8.02%
$118.81 - $151.28 $3.8K - $4.84K
367 $55K
DELL
Dell Technologies Inc.

Technology
-2.15K
- 25.38%
$71.63 - $125.98 $154K - $271K
6.32K $775K
CRUS
Cirrus Logic, Inc.

Technology
-5
- 0.68%
$77.43 - $107.58 $387 - $538
731 $76K
MARB
First Tr Exchange Traded Fd Ii

ETFs
-59
- 0.52%
$19.67 - $20.44 $1.16K - $1.21K
11.2K $229K
EA
Electronic Arts Inc.

Communication Services
-21
- 4.51%
$132.53 - $159.7 $2.78K - $3.35K
445 $71K
NTAP
Net App, Inc.

Technology
-99
- 12.64%
$76.1 - $106.55 $7.53K - $10.5K
684 $72K
LNG
Cheniere Energy, Inc.

Energy
-2
- 0.58%
$197.25 - $244.33 $395 - $489
341 $83K
NTRS
Northern Trust Corp

Financial Services
-109
- 16.93%
$84.45 - $126.79 $9.21K - $13.8K
535 $67K
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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