Geo Wealth Management, LLC Portfolio Holdings

Geo Wealth Management, LLC

  • $2.58 Billion
  • Q3 2025

Geo Wealth Management, LLC has filed its 13F form on November 13, 2025 for Q3 2025 where it was disclosed a total value porftolio of $2.58 Billion distributed in 844 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Ishares Core Total Usd Bond Ma with a value of $214M, Vanguard Index Fds S&P 500 ETF with a value of $198M, Dimensional ETF Tr U S Core Eq with a value of $182M, Vanguard Large Cap ETF with a value of $139M, and Vanguard Total Stock Market Et with a value of $112M.

Examining the 13F form we can see an increase of $181M in the current position value, from $2.4B to 2.58B.

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 $2.58 Billion
ETFs: $1.96 Billion
Technology: $150 Million
Financial Services: $76.3 Million
Real Estate: $66.5 Million
Communication Services: $55.2 Million
Consumer Cyclical: $51.5 Million
Healthcare: $48.9 Million
Industrials: $28.2 Million
Other: $51.3 Million

Stock Holdings Table Companies Only

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$465B
$29.2 Million 1.13% of portfolio
156,348
Q3 2025 Added 2.58%
$3.78T
$27 Million 1.05% of portfolio
52,108
Q3 2025 Added 21.44%
$4.3T
$21.3 Million 0.83% of portfolio
83,601
Q3 2025 Added 1.93%
$1.37T
$17.4 Million 0.68% of portfolio
23,723
Q3 2025 Added 41.81%
$2.39T
$17.2 Million 0.67% of portfolio
78,223
Q3 2025 Added 36.12%
$1.65T
$16.7 Million 0.65% of portfolio
68,818
Q3 2025 Added 36.41%
$881B
$10.8 Million 0.42% of portfolio
34,321
Q3 2025 Added 27.48%
$89.8B
$8.41 Million 0.33% of portfolio
47,236
Q3 2025 Added 2.59%
$512B
$7.85 Million 0.3% of portfolio
13,808
Q3 2025 Added 26.24%
$139B
$7.38 Million 0.29% of portfolio
22,367
Q3 2025 Added 17.62%
$593B
$7.05 Million 0.27% of portfolio
25,074
Q3 2025 Added 16.54%
$1.74T
$6.71 Million 0.26% of portfolio
27,559
Q3 2025 Added 15.08%
$533B
$6.32 Million 0.24% of portfolio
18,518
Q3 2025 Added 22.24%
$1.46T
$5.34 Million 0.21% of portfolio
19,116
Q3 2025 Added 64.88%
$170B
$5.12 Million 0.2% of portfolio
35,399
Q3 2025 Added 16.83%
$114B
$5.03 Million 0.2% of portfolio
43,943
Q3 2025 Reduced 0.3%
$279B
$5.05 Million 0.2% of portfolio
49,047
Q3 2025 Added 10.17%
$128B
$4.95 Million 0.19% of portfolio
51,948
Q3 2025 Added 60.43%
$177B
$4.31 Million 0.17% of portfolio
22,173
Q3 2025 Added 33.83%
$1.29T
$4.24 Million 0.16% of portfolio
9,525
Q3 2025 Reduced 1.75%
$191B
$4.15 Million 0.16% of portfolio
769
Q3 2025 Added 87.56%
$204B
$3.85 Million 0.15% of portfolio
27,406
Q3 2025 Added 34.89%
$222B
$3.8 Million 0.15% of portfolio
7,832
Q3 2025 Added 25.01%
$414B
$3.77 Million 0.15% of portfolio
16,277
Q3 2025 Reduced 2.28%
$71.5B
$3.85 Million 0.15% of portfolio
4,910
Q3 2025 Reduced 3.52%
$59.8B
$3.96 Million 0.15% of portfolio
21,121
Q3 2025 Reduced 4.75%
$662B
$3.98 Million 0.15% of portfolio
7,916
Q3 2025 Added 69.22%
$123B
$3.5 Million 0.14% of portfolio
12,393
Q3 2025 Added 22.84%
$187B
$3.67 Million 0.14% of portfolio
22,035
Q3 2025 Added 34.95%
$167B
$3.74 Million 0.14% of portfolio
39,143
Q3 2025 Added 163.62%
$269B
$3.42 Million 0.13% of portfolio
14,267
Q3 2025 Added 23.47%
$971B
$3.29 Million 0.13% of portfolio
4,308
Q3 2025 Reduced 0.28%
$237B
$3.31 Million 0.13% of portfolio
20,384
Q3 2025 Added 131.03%
$86B
$2.97 Million 0.12% of portfolio
143,875
Q3 2025 Added 51.1%
$89.3B
$3.12 Million 0.12% of portfolio
28,622
Q3 2025 Added 248.11%
$413B
$3.17 Million 0.12% of portfolio
61,406
Q3 2025 Added 17.79%
$159B
$2.87 Million 0.11% of portfolio
5,893
Q3 2025 Added 148.96%
$317B
$2.79 Million 0.11% of portfolio
33,315
Q3 2025 Added 106.72%
$45.5B
$2.96 Million 0.11% of portfolio
17,143
Q3 2025 Added 2.28%
$197B
$2.8 Million 0.11% of portfolio
13,689
Q3 2025 Added 105.63%
$522B
$2.66 Million 0.1% of portfolio
14,345
Q3 2025 Added 4.31%
$342B
$2.45 Million 0.09% of portfolio
13,405
Q3 2025 Added 1.25%
$35.1B
$2.29 Million 0.09% of portfolio
37,589
Q3 2025 Added 1.69%
$49.1B
$2.24 Million 0.09% of portfolio
1,867
Q3 2025 Reduced 23.7%
$26.6B
$2.39 Million 0.09% of portfolio
23,419
Q3 2025 Reduced 0.9%
$258B
$2.26 Million 0.09% of portfolio
13,511
Q3 2025 Added 18.82%
$29.2B
$2.42 Million 0.09% of portfolio
74,351
Q3 2025 Reduced 1.64%
$490B
$2.24 Million 0.09% of portfolio
19,847
Q3 2025 Added 57.18%
$84B
$2.27 Million 0.09% of portfolio
11,790
Q3 2025 Reduced 5.47%

Summary

  • Portfolio
  • No. of Stocks 844
  • Current Value $2.58 Billion
  • Prior Value $2.4 Billion
  • Filing
  • Period Q3 2025
  • Filing Date November 13, 2025
  • Form Type 13F-HR
  • Activity in Q3 2025
  • New Purchases 67 stocks
  • Additional Purchases 398 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 282 stocks
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