Geo Wealth Management, LLC Portfolio Holdings

Geo Wealth Management, LLC

  • $2.4 Billion
  • Q2 2025

Geo Wealth Management, LLC has filed its 13F form on August 13, 2025 for Q2 2025 where it was disclosed a total value porftolio of $2.4 Billion distributed in 1307 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Vanguard Index Fds S&P 500 ETF with a value of $204M, Ishares Core Total Usd Bond Ma with a value of $192M, Dimensional ETF Tr U S Core Eq with a value of $173M, Vanguard Large Cap ETF with a value of $134M, and Vanguard Total Stock Market Et with a value of $104M.

Examining the 13F form we can see an increase of $66.3M in the current position value, from $2.33B to 2.4B.

Geo Wealth Management, LLC is based out at Chicago, IL

Below you can find more details about Geo Wealth Management, LLC portfolio as well as his latest detailed transactions.

Portfolio value $2.4 Billion
ETFs: $1.88 Billion
Technology: $124 Million
Real Estate: $62.1 Million
Financial Services: $59.7 Million
Healthcare: $42.5 Million
Consumer Cyclical: $38.7 Million
Communication Services: $37.6 Million
Industrials: $28.2 Million
Other: $43.1 Million

Stock Holdings Table Companies Only

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$456B
$24.1 Million 1.0% of portfolio
152,422
Q2 2025 Added 8.38%
$3.95T
$21.3 Million 0.89% of portfolio
42,907
Q2 2025 Added 0.46%
$3.69T
$16.8 Million 0.7% of portfolio
82,018
Q2 2025 Reduced 0.83%
$2.26T
$12.6 Million 0.53% of portfolio
57,466
Q2 2025 Added 2.21%
$1.78T
$12.3 Million 0.51% of portfolio
16,729
Q2 2025 Reduced 6.52%
$1.21T
$8.89 Million 0.37% of portfolio
50,451
Q2 2025 Added 2.73%
$859B
$7.81 Million 0.33% of portfolio
26,923
Q2 2025 Added 0.59%
$76.4B
$7.08 Million 0.3% of portfolio
46,044
Q2 2025 Reduced 2.78%
$548B
$6.15 Million 0.26% of portfolio
10,938
Q2 2025 Reduced 5.05%
$127B
$5.24 Million 0.22% of portfolio
19,017
Q2 2025 Reduced 1.7%
$551B
$5.38 Million 0.22% of portfolio
15,149
Q2 2025 Added 12.04%
$684B
$4.7 Million 0.2% of portfolio
21,516
Q2 2025 Added 97.36%
$96.8B
$4.63 Million 0.19% of portfolio
44,077
Q2 2025 Reduced 10.56%
$1.24T
$4.25 Million 0.18% of portfolio
23,947
Q2 2025 Added 12.47%
$232B
$4.4 Million 0.18% of portfolio
16,122
Q2 2025 Added 1.16%
$281B
$4.35 Million 0.18% of portfolio
44,521
Q2 2025 Reduced 11.88%
$155B
$3.74 Million 0.16% of portfolio
30,299
Q2 2025 Reduced 10.93%
$55.4B
$3.56 Million 0.15% of portfolio
22,175
Q2 2025 Reduced 17.76%
$608B
$3.37 Million 0.14% of portfolio
4,320
Q2 2025 Added 2.13%
$545B
$3.28 Million 0.14% of portfolio
2,447
Q2 2025 Added 31.35%
$351B
$3.09 Million 0.13% of portfolio
16,656
Q2 2025 Reduced 1.11%
$1.08T
$3.08 Million 0.13% of portfolio
9,695
Q2 2025 Added 7.54%
$177B
$3.22 Million 0.13% of portfolio
16,568
Q2 2025 Added 18.56%
$112B
$2.92 Million 0.12% of portfolio
10,089
Q2 2025 Reduced 32.57%
$48.7B
$2.92 Million 0.12% of portfolio
16,761
Q2 2025 Reduced 2.89%
$122B
$2.82 Million 0.12% of portfolio
32,381
Q2 2025 Reduced 3.7%
$95.3B
$2.76 Million 0.11% of portfolio
12,472
Q2 2025 Reduced 2.1%
$38.3B
$2.67 Million 0.11% of portfolio
15,920
Q2 2025 Added 5.68%
$202B
$2.68 Million 0.11% of portfolio
20,318
Q2 2025 Added 7.26%
$173B
$2.6 Million 0.11% of portfolio
16,328
Q2 2025 Added 0.34%
$1.27T
$2.63 Million 0.11% of portfolio
11,594
Q2 2025 Added 1.28%
$187B
$2.54 Million 0.11% of portfolio
6,265
Q2 2025 Added 12.02%
$314B
$2.75 Million 0.11% of portfolio
11,555
Q2 2025 Reduced 20.31%
$381B
$2.47 Million 0.1% of portfolio
52,130
Q2 2025 Reduced 5.74%
$217B
$2.37 Million 0.1% of portfolio
410
Q2 2025 Added 16.15%
$201B
$2.43 Million 0.1% of portfolio
3,087
Q2 2025 Added 7.45%
$26.8B
$2.42 Million 0.1% of portfolio
23,632
Q2 2025 Reduced 0.54%
$94.7B
$2.33 Million 0.1% of portfolio
3,181
Q2 2025 Added 58.81%
$245B
$2.4 Million 0.1% of portfolio
7,683
Q2 2025 Reduced 24.51%
$31.7B
$2.46 Million 0.1% of portfolio
75,588
Q2 2025 Added 14.21%
$621B
$2.27 Million 0.09% of portfolio
4,678
Q2 2025 Reduced 39.22%
$452B
$2.1 Million 0.09% of portfolio
13,752
Q2 2025 Reduced 28.61%
$35.6B
$2.13 Million 0.09% of portfolio
36,966
Q2 2025 Added 23.72%
$172B
$2.14 Million 0.09% of portfolio
2,086
Q2 2025 Reduced 4.92%
$150B
$1.82 Million 0.08% of portfolio
6,095
Q2 2025 Added 8.66%
$26.1B
$1.85 Million 0.08% of portfolio
9,094
Q2 2025 Reduced 9.25%
$293B
$1.92 Million 0.08% of portfolio
27,630
Q2 2025 Added 3.3%
$367B
$1.8 Million 0.08% of portfolio
13,239
Q2 2025 Reduced 9.17%
$49.2B
$1.98 Million 0.08% of portfolio
6,764
Q2 2025 Reduced 5.92%

Summary

  • Portfolio
  • No. of Stocks 1,307
  • Current Value $2.4 Billion
  • Prior Value $2.33 Billion
  • Filing
  • Period Q2 2025
  • Filing Date August 13, 2025
  • Form Type 13F-HR
  • Activity in Q2 2025
  • New Purchases 247 stocks
  • Additional Purchases 446 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 493 stocks
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