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
LDOS
Leidos Holdings, Inc.

Technology
-358
- 39.38%
$126.82 - $161.11 $45.4K - $57.7K
551 $74K
GLW
Corning Inc

Technology
-1K
- 18.73%
$44.91 - $54.25 $45K - $54.4K
4.35K $199K
GDDY
Go Daddy Inc.

Technology
-135
- 7.77%
$172.13 - $214.35 $23.2K - $28.9K
1.6K $288K
BOTZ
Global X Fds

ETFs
-464
- 3.93%
$28.46 - $34.53 $13.2K - $16K
11.3K $322K
CTVA
Corteva, Inc.

Basic Materials
-1.52K
- 22.1%
$55.94 - $66.15 $84.9K - $100K
5.35K $336K
FDG
American Centy ETF Tr Focused

ETFs
-137
- 4.26%
$89.22 - $109.96 $12.2K - $15.1K
3.08K $280K
EXC
Exelon Corp

Utilities
-1.95K
- 44.79%
$37.3 - $46.08 $72.8K - $90K
2.41K $110K
EMXC
Ishares Inc Msci Emerging Mkts

ETFs
-852
- 4.66%
$54.25 - $57.64 $46.2K - $49.1K
17.4K $960K
ANSS
Ansys Inc

Technology
-136
- 30.77%
$316.56 - $360.36 $43.1K - $49K
306 $96K
LPLA
Lpl Financial Holdings Inc.

Financial Services
-164
- 21.13%
$308.87 - $383.33 $50.7K - $62.9K
612 $200K
BCS
Barclays PLC

Financial Services
-14K
- 17.9%
$12.69 - $16.25 $178K - $228K
64.3K $988K
NXPI
Nxp Semiconductors N.V.

Technology
-230
- 54.76%
$189.99 - $245.86 $43.7K - $56.5K
190 $36K
CORP
Pimco Investment Grade Corp Bd

ETFs
-1.31K
- 2.85%
$93.89 - $97.32 $123K - $127K
44.5K $4.31M
IJH
Ishares Core S&P Mid Cap ETF

ETFs
-58
- 0.49%
$57.21 - $65.8 $3.32K - $3.82K
11.7K $680K
VMC
Vulcan Materials CO

Basic Materials
-164
- 34.75%
$220.9 - $277.54 $36.2K - $45.5K
308 $71K
EVR
Evercore Inc.

Financial Services
-55
- 10.74%
$190.28 - $291.27 $10.5K - $16K
457 $91K
PODD
Insulet Corp

Healthcare
-192
- 37.28%
$237.06 - $288.29 $45.5K - $55.4K
323 $84K
ADM
Archer Daniels Midland CO

Consumer Defensive
-953
- 56.9%
$45.22 - $52.17 $43.1K - $49.7K
722 $34K
ROK
Rockwell Automation, Inc

Industrials
-158
- 55.44%
$255.29 - $303.75 $40.3K - $48K
127 $32K
FTCS
First Trust Capital Strength E

ETFs
-576
- 26.06%
$86.39 - $91.35 $49.8K - $52.6K
1.63K $146K
VTV
Vanguard Value ETF

ETFs
-322
- 14.05%
$167.73 - $179.21 $54K - $57.7K
1.97K $340K
CPT
Camden Property Trust

Real Estate
-437
- 46.84%
$109.16 - $125.53 $47.7K - $54.9K
496 $60K
MT
Arcelor Mittal

Basic Materials
-4.58K
- 31.26%
$21.82 - $33.93 $99.9K - $155K
10.1K $290K
IDXX
Idexx Laboratories Inc

Healthcare
-117
- 31.71%
$406.29 - $469.04 $47.5K - $54.9K
252 $105K
IYG
Ishares Tr

ETFs
-738
- 5.18%
$74.6 - $84.81 $55.1K - $62.6K
13.5K $1.06M
YUM
Yum Brands Inc

Consumer Cyclical
-598
- 28.82%
$123.25 - $162.53 $73.7K - $97.2K
1.48K $232K
TFC
Truist Financial Corp

Financial Services
-777
- 12.78%
$39.48 - $48.15 $30.7K - $37.4K
5.3K $218K
AEE
Ameren Corp

Utilities
-571
- 54.8%
$86.87 - $103.67 $49.6K - $59.2K
471 $47K
FNB
Fnb Corp

Financial Services
-2.23K
- 21.59%
$13.08 - $15.95 $29.1K - $35.5K
8.09K $108K
STLD
Steel Dynamics Inc

Basic Materials
-448
- 34.59%
N/A
847 $83K
TER
Teradyne, Inc

Technology
-275
- 60.57%
$82.6 - $140.0 $22.7K - $38.5K
179 $14K
ENTG
Entegris Inc

Technology
-191
- 8.44%
$87.48 - $109.53 $16.7K - $20.9K
2.07K $181K
KMI
Kinder Morgan, Inc.

Energy
-2.41K
- 10.57%
$26.1 - $31.22 $62.8K - $75.1K
20.4K $580K
WMB
Williams Companies, Inc.

Energy
-1.26K
- 21.69%
$54.02 - $61.09 $68.1K - $77K
4.55K $272K
ZBRA
Zebra Technologies Corp

Technology
-90
- 55.9%
$271.72 - $421.11 $24.5K - $37.9K
71 $20K
D
Dominion Energy, Inc

Utilities
-900
- 19.99%
$52.85 - $57.43 $47.6K - $51.7K
3.6K $201K
CHT
Chunghwa Telecom CO LTD

Communication Services
-1.17K
- 37.86%
$36.78 - $39.46 $43.2K - $46.3K
1.93K $75K
BBD
Bank Bradesco

Financial Services
-25.8K
- 50.49%
$1.85 - $2.32 $47.7K - $59.8K
25.3K $56K
SMH
Vaneck ETF Tr Semiconductor Et

ETFs
-56
- 6.06%
$211.47 - $267.17 $11.8K - $15K
868 $183K
HSBC
Hsbc Holdings PLC

Financial Services
-1.14K
- 34.74%
$48.68 - $61.58 $55.4K - $70.1K
2.14K $122K
GOLD
Barrick Gold Corp

Basic Materials
-4.84K
- 34.77%
$15.45 - $19.56 $74.8K - $94.7K
9.09K $176K
ESAB
Esab Corp

Industrials
-298
- 31.43%
$115.08 - $131.54 $34.3K - $39.2K
650 $75K
AOR
Ishares Tr Core Growth Allocat

ETFs
-975
- 1.41%
$56.63 - $59.39 $55.2K - $57.9K
68.4K $3.94M
CHRW
C. H. Robinson Worldwide, Inc.

Industrials
-367
- 34.3%
$96.18 - $109.82 $35.3K - $40.3K
703 $71K
MAS
Masco Corp

Industrials
-540
- 78.95%
$68.67 - $81.85 $37.1K - $44.2K
144 $10K
TM
Toyota Motor Corp

Consumer Cyclical
-103
- 9.25%
$176.53 - $195.35 $18.2K - $20.1K
1.01K $178K
BA
Boeing CO

Industrials
-175
- 13.08%
$148.15 - $186.25 $25.9K - $32.6K
1.16K $198K
AYI
Acuity Brands Inc

Industrials
-51
- 6.46%
$257.8 - $337.07 $13.1K - $17.2K
739 $194K
LNT
Alliant Energy Corp

Utilities
-639
- 75.71%
$56.66 - $66.04 $36.2K - $42.2K
205 $13K
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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