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
DKNG
Draft Kings Inc.

Consumer Cyclical
-38
- 5.21%
$31.67 - $42.89 $1.2K - $1.63K
692 $29K
KEYS
Keysight Technologies, Inc.

Technology
-3
- 0.85%
$127.02 - $165.4 $381 - $496
348 $57K
OSK
Oshkosh Corp

Industrials
-92
- 11.63%
$79.17 - $113.62 $7.28K - $10.5K
699 $79K
PWR
Quanta Services, Inc.

Industrials
-47
- 25.54%
$239.47 - $381.26 $11.3K - $17.9K
137 $51K
VGT
Vanguard Information Technolog

ETFs
-1
- 2.17%
$470.37 - $663.28 $470 - $663
45 $29K
CFG
Citizens Financial Group Inc

Financial Services
-61
- 2.93%
$34.27 - $44.75 $2.09K - $2.73K
2.02K $90K
DASH
Door Dash, Inc.

Communication Services
-349
- 23.92%
$163.16 - $246.51 $56.9K - $86K
1.11K $273K
MOTI
Vaneck Morningstar Internation

ETFs
-68
- 1.04%
$30.01 - $34.75 $2.04K - $2.36K
6.47K $224K
TTWO
Take Two Interactive Software Inc

Communication Services
-3
- 1.2%
$194.58 - $243.05 $584 - $729
247 $59K
CHTR
Charter Communications, Inc.

Communication Services
-6
- 2.41%
$321.68 - $427.25 $1.93K - $2.56K
243 $99K
OMFL
Invesco Exchange Traded Self I

ETFs
-380
- 5.31%
$48.43 - $57.78 $18.4K - $22K
6.78K $391K
JEPQ
J P Morgan ETF Tr Nasdaq Equit

ETFs
-603
- 3.67%
$45.88 - $54.4 $27.7K - $32.8K
15.8K $860K
DLTR
Dollar Tree, Inc.

Consumer Defensive
-24
- 3.56%
$67.22 - $100.51 $1.61K - $2.41K
650 $64K
ACWI
Ishares Msci Acwi ETF

ETFs
-27
- 1.87%
$103.59 - $128.6 $2.8K - $3.47K
1.42K $182K
CHT
Chunghwa Telecom CO LTD

Communication Services
-2
- 0.1%
$37.72 - $46.87 $75.4 - $93.7
1.93K $89K
PODD
Insulet Corp

Healthcare
-11
- 3.41%
$238.57 - $327.47 $2.62K - $3.6K
312 $98K
MS
Morgan Stanley

Financial Services
-925
- 14.88%
$99.83 - $140.86 $92.3K - $130K
5.29K $745K
FTLS
First Tr Long/Short Equity ETF

ETFs
-68
- 0.6%
$60.06 - $66.28 $4.08K - $4.51K
11.3K $750K
MTB
M&T Bank Corp

Financial Services
-16
- 1.03%
$156.58 - $193.99 $2.51K - $3.1K
1.54K $298K
PALC
Pacer Fds Tr Lunt Large Cap Mu

Technology
-445
- 1.47%
$43.45 - $49.4 $19.3K - $22K
29.9K $1.48M
EWG
Ishares Msci Germany ETF

ETFs
-284
- 4.45%
$33.22 - $42.57 $9.43K - $12.1K
6.11K $258K
EBAY
Ebay Inc

Consumer Cyclical
-376
- 4.89%
$59.52 - $79.36 $22.4K - $29.8K
7.31K $544K
KKR
Kkr & Co. Inc.

Financial Services
-54
- 3.03%
$92.79 - $134.29 $5.01K - $7.25K
1.73K $229K
AYI
Acuity Brands Inc

Industrials
-1
- 0.14%
$223.31 - $304.18 $223 - $304
738 $220K
RACE
Ferrari N.V.

Consumer Cyclical
-22
- 3.7%
$397.86 - $499.02 $8.75K - $11K
572 $280K
QUS
Spdr Ser Tr Msci Usa Strategic

ETFs
-126
- 1.72%
$140.84 - $163.09 $17.7K - $20.5K
7.21K $1.18M
JEMA
Jpmorgan Activebuilders Emergi

ETFs
-384
- 4.25%
$33.7 - $43.1 $12.9K - $16.6K
8.65K $372K
TDG
Trans Digm Group Inc

Industrials
-4
- 1.69%
$1231.75 - $1520.64 $4.93K - $6.08K
233 $354K
NUE
Nucor Corp

Basic Materials
-78
- 1.96%
$103.22 - $131.43 $8.05K - $10.3K
3.9K $505K
FDT
First Trust Developed Markets

ETFs
-21
- 0.77%
$52.2 - $68.76 $1.1K - $1.44K
2.71K $186K
IDEV
Ishares Core Msci Intl Develop

ETFs
-785
- 6.29%
$61.79 - $76.67 $48.5K - $60.2K
11.7K $889K
SPTM
Spdr Portfolio S&P 1500 Compos

ETFs
-1.68K
- 7.26%
$60.34 - $74.89 $101K - $126K
21.5K $1.61M
JCI
Johnson Controls International PLC

Industrials
-381
- 13.03%
$71.14 - $105.62 $27.1K - $40.2K
2.54K $268K
IWP
Ishares Russell Mid Cap Growth

ETFs
-120
- 5.05%
$104.34 - $138.68 $12.5K - $16.6K
2.26K $313K
HDB
Hdfc Bank LTD

Financial Services
-47
- 1.18%
$63.78 - $77.48 $3K - $3.64K
3.95K $302K
BYD
Boyd Gaming Corp

Consumer Cyclical
-255
- 5.35%
$60.8 - $79.02 $15.5K - $20.2K
4.51K $352K
BK
Bank Of New York Mellon Corp

Financial Services
-216
- 2.56%
$73.31 - $91.62 $15.8K - $19.8K
8.22K $749K
VEEV
Veeva Systems Inc

Healthcare
-32
- 3.13%
$209.39 - $289.94 $6.7K - $9.28K
990 $285K
DXCM
Dexcom Inc

Healthcare
-224
- 6.16%
$59.83 - $87.57 $13.4K - $19.6K
3.42K $298K
GWX
Spdr Index Shs Fd Spdr S&P Int

ETFs
-986
- 5.85%
$28.98 - $37.18 $28.6K - $36.7K
15.9K $590K
BUD
Anheuser Busch In Bev Sa

Consumer Defensive
-426
- 3.76%
$58.52 - $71.7 $24.9K - $30.5K
10.9K $749K
MU
Micron Technology Inc

Technology
-358
- 13.48%
$64.72 - $127.91 $23.2K - $45.8K
2.3K $283K
AXON
Axon Enterprise, Inc.

Industrials
-61
- 17.48%
$497.13 - $827.94 $30.3K - $50.5K
288 $238K
CTVA
Corteva, Inc.

Basic Materials
-43
- 0.8%
$55.52 - $74.53 $2.39K - $3.2K
5.31K $395K
NEM
Newmont Corp

Basic Materials
-392
- 4.83%
$44.18 - $59.46 $17.3K - $23.3K
7.73K $450K
NET
Cloudflare, Inc.

Technology
-11
- 1.41%
$97.08 - $195.83 $1.07K - $2.15K
768 $150K
XLI
Industrial Sector Spdr

ETFs
-1.31K
- 8.24%
$116.42 - $147.52 $152K - $193K
14.5K $2.14M
XMHQ
Invesco Exchange Traded Fd Tr

ETFs
-788
- 3.39%
$82.17 - $99.96 $64.7K - $78.8K
22.5K $2.21M
ESGD
Ishares Trust Ishares Esg Awar

ETFs
-5.33K
- 7.17%
$73.02 - $90.22 $389K - $481K
69K $6.16M
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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