Geo Wealth Management, LLC Sells in Q2 2025

Geo Wealth Management, LLC

  • $2.4 Billion
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
TFLO
Ishares Treasury Floating Rate

ETFs
-424K
- 76.53%
$50.47 - $50.66 $21.4M - $21.5M
130K $6.58M
SPHQ
Invesco Exchange Traded Fd Tr

ETFs
-236K
- 99.73%
$59.24 - $71.39 $14M - $16.9M
642 $45K
SCHD
Schwab Strategic Tr Us Dividen

ETFs
-519K
- 100.0%
$24.32 - $27.87 $12.6M - $14.5M
3 $0
TDSC
Exchange Listed Fds Tr Cabana

ETFs
-542K
- 27.37%
$22.02 - $25.06 $11.9M - $13.6M
1.44M $34.8M
IWF
Ishares Russell 1000 Gr ETF

ETFs
-36.4K
- 99.44%
$320.42 - $424.58 $11.7M - $15.4M
205 $87K
IUSB
Ishares Core Total Usd Bond Ma

ETFs
-290K
- 6.52%
$45.12 - $46.23 $13.1M - $13.4M
4.16M $192M
MTUM
Ishares Msci Usa Momentum Fact

ETFs
-58.7K
- 98.19%
$180.84 - $240.32 $10.6M - $14.1M
1.08K $260K
SPLV
Invesco ETF Tr Ii S&P 500 Low

ETFs
-150K
- 99.55%
$68.13 - $74.77 $10.2M - $11.2M
679 $49K
BOND
Pimco Active Bond Exchange Tra

ETFs
-87K
- 38.22%
$89.87 - $92.93 $7.82M - $8.08M
141K $13M
VTEB
Vanguard Mun Bd Fds Tax Exempt

ETFs
-110K
- 6.45%
$48.13 - $49.85 $5.29M - $5.48M
1.59M $78.2M
DFCF
Dimensional ETF Tr Core Fxd In

ETFs
-150K
- 12.38%
$41.1 - $42.37 $6.18M - $6.37M
1.06M $45M
BIL
Spdr Bloomberg 1 3 Month T Bil

ETFs
-58.3K
- 93.9%
$91.43 - $91.74 $5.33M - $5.35M
3.79K $347K
XLG
Invesco Exchange Traded Fd Tr

ETFs
-93K
- 99.56%
$40.94 - $52.1 $3.81M - $4.85M
407 $21K
JPST
Jp Morgan ETF Tr Ultra Short I

ETFs
-68.3K
- 75.76%
$50.36 - $50.68 $3.44M - $3.46M
21.8K $1.11M
GLDM
World Gold Trust

ETFs
-54.8K
- 99.41%
$58.96 - $67.97 $3.23M - $3.72M
325 $21K
LVHI
Franklin International Low Vol

ETFs
-103K
- 86.51%
$28.91 - $33.28 $2.97M - $3.42M
16K $520K
TIPX
Spdr Bloomberg 1 10 Year Tips

ETFs
-165K
- 54.92%
$18.83 - $19.22 $3.1M - $3.17M
135K $2.59M
MRK
Merck & Co., Inc.

Healthcare
-32.3K
- 76.95%
$73.47 - $87.12 $2.37M - $2.81M
9.67K $765K
UNH
Unitedhealth Group Inc

Healthcare
-2.5K
- 24.51%
$274.35 - $599.47 $685K - $1.5M
7.68K $2.4M
GS
Goldman Sachs Group Inc

Financial Services
-4.96K
- 78.13%
$462.22 - $707.75 $2.29M - $3.51M
1.39K $981K
BND
Vanguard Bd Index Fd Inc Total

ETFs
-32.1K
- 60.36%
$72.02 - $73.82 $2.31M - $2.37M
21.1K $1.55M
XLE
Energy Sector Spdr

ETFs
-19K
- 71.95%
$76.44 - $94.13 $1.45M - $1.79M
7.42K $629K
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
-3.02K
- 39.22%
$483.48 - $539.8 $1.46M - $1.63M
4.68K $2.27M
CB
Chubb LTD

Financial Services
-4.87K
- 32.57%
$274.32 - $302.46 $1.34M - $1.47M
10.1K $2.92M
AAPL
Apple Inc.

Technology
-684
- 0.83%
$172.42 - $223.89 $118K - $153K
82K $16.8M
VEA
Vanguard Ftse Developed Market

ETFs
-31.8K
- 67.79%
$45.65 - $57.01 $1.45M - $1.81M
15.1K $861K
FXU
First Tr Exchange Traded Fd Ut

ETFs
-36.9K
- 79.69%
$37.86 - $43.29 $1.4M - $1.6M
9.42K $399K
VTIP
Vanguard Sht Trm Inflt Prot Fd

ETFs
-29.1K
- 83.89%
$49.57 - $50.27 $1.44M - $1.46M
5.59K $281K
DFAC
Dimensional ETF Tr U S Core Eq

ETFs
-459K
- 8.71%
$29.12 - $35.84 $13.4M - $16.5M
4.81M $173M
ANGL
Vaneck ETF Tr Fallen Angel Hig

ETFs
-45.4K
- 71.59%
$27.29 - $29.28 $1.24M - $1.33M
18K $527K
EINC
Vaneck ETF Tr Vaneck Energy In

ETFs
-12.4K
- 54.17%
$86.9 - $101.84 $1.07M - $1.26M
10.5K $1.03M
IAK
Ishares Tr

ETFs
-8.75K
- 69.12%
$122.44 - $138.47 $1.07M - $1.21M
3.91K $525K
TMUS
T Mobile Us, Inc.

Communication Services
-2.95K
- 20.31%
$220.99 - $268.54 $651K - $791K
11.6K $2.75M
JNJ
Johnson & Johnson

Healthcare
-5.51K
- 28.61%
$146.36 - $159.82 $807K - $881K
13.8K $2.1M
DBP
Invesco Db Precious Metals Fund

ETFs
-15.1K
- 99.76%
$66.62 - $77.53 $1.01M - $1.17M
36 $2K
FTNT
Fortinet, Inc.

Technology
-11.3K
- 82.07%
$84.71 - $108.69 $955K - $1.23M
2.46K $260K
VGIT
Vanguard Intermediate Term Tre

ETFs
-16.9K
- 65.92%
$58.63 - $59.9 $990K - $1.01M
8.73K $522K
CORP
Pimco Investment Grade Corp Bd

ETFs
-10.1K
- 22.58%
$94.14 - $97.31 $946K - $978K
34.5K $3.36M
SPG
Simon Property Group Inc

Real Estate
-4.79K
- 17.76%
$140.37 - $171.44 $672K - $821K
22.2K $3.56M
DFNM
Dimensional ETF Tr Natl Mun Bd

ETFs
-16.6K
- 1.89%
$46.77 - $47.89 $776K - $795K
862K $40.9M
QEFA
Spdr Index Shs Fds Msci Eafe S

ETFs
-11.8K
- 99.99%
N/A
1 $0
PLD
Prologis, Inc.

Real Estate
-5.2K
- 10.56%
$89.76 - $112.34 $467K - $585K
44.1K $4.63M
SPYG
Spdr Portfolio

ETFs
-11.2K
- 84.38%
$71.83 - $95.32 $805K - $1.07M
2.08K $197K
XLV
Select Sector Spdr Fund Health

ETFs
-3.44K
- 10.27%
$128.77 - $144.3 $443K - $496K
30.1K $4.05M
DFSV
Dimensional ETF Tr Dimensional

ETFs
-29.7K
- 67.51%
$24.21 - $29.47 $720K - $876K
14.3K $421K
PNQI
Invesco Nasdaq Internet ETF

ETFs
-30K
- 31.04%
$39.02 - $52.21 $1.17M - $1.56M
66.5K $3.47M
XLU
Utilities Sector Spdr

ETFs
-10.2K
- 47.58%
$73.09 - $82.77 $745K - $844K
11.2K $917K
AOM
Ishares Tr Core Moderate Alloc

ETFs
-17.9K
- 51.93%
$41.55 - $46.04 $744K - $825K
16.6K $763K
GILD
Gilead Sciences, Inc.

Healthcare
-6.13K
- 54.39%
$96.91 - $113.0 $594K - $693K
5.14K $569K
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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