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
$31B
$1.06 Million 0.04% of portfolio
4,855
Q2 2025 Added 292.8%
$4.41B
$907,000 0.04% of portfolio
26,442
Q2 2025 Reduced 15.47%
$222B
$906,000 0.04% of portfolio
3,102
Q2 2025 Reduced 1.9%
$118B
$909,000 0.04% of portfolio
348
Q2 2025 Added 0.58%
$47.2B
$891,000 0.04% of portfolio
9,968
Q2 2025 Added 135.04%
$112B
$1.05 Million 0.04% of portfolio
15,192
Q2 2025 Added 43.09%
$52.5B
$964,000 0.04% of portfolio
4,714
Q2 2025 Reduced 1.05%
$3.11B
$882,000 0.04% of portfolio
5,720
Q2 2025 New
$12.3B
$883,000 0.04% of portfolio
12,407
Q2 2025 Reduced 12.3%
$121B
$1.02 Million 0.04% of portfolio
21,159
Q2 2025 Added 14.65%
$142B
$949,000 0.04% of portfolio
2,401
Q2 2025 Reduced 18.78%
$15.6B
$965,000 0.04% of portfolio
7,634
Q2 2025 Added 14.09%
$85.6B
$1.01 Million 0.04% of portfolio
3,044
Q2 2025 Reduced 4.25%
$27.4B
$877,000 0.04% of portfolio
13,888
Q2 2025 Added 0.71%
$27.9B
$1.03 Million 0.04% of portfolio
3,557
Q2 2025 Added 661.67%
$182B
$888,000 0.04% of portfolio
20,539
Q2 2025 Added 17.51%
$11.9B
$684,000 0.03% of portfolio
18,964
Q2 2025 Reduced 8.07%
$124B
$749,000 0.03% of portfolio
10,907
Q2 2025 Reduced 3.76%
$295B
$811,000 0.03% of portfolio
1,013
Q2 2025 Reduced 7.74%
$53.1B
$817,000 0.03% of portfolio
3,327
Q2 2025 Reduced 2.0%
$42.6B
$672,000 0.03% of portfolio
17,529
Q2 2025 Added 4.13%
$83.7B
$749,000 0.03% of portfolio
8,222
Q2 2025 Reduced 2.56%
$147B
$708,000 0.03% of portfolio
6,597
Q2 2025 Reduced 30.35%
$104B
$759,000 0.03% of portfolio
25,388
Q2 2025 Added 5.0%
$83.2B
$600,000 0.03% of portfolio
2,823
Q2 2025 Added 32.22%
$55B
$755,000 0.03% of portfolio
10,329
Q2 2025 Added 14.73%
$306B
$817,000 0.03% of portfolio
11,561
Q2 2025 Reduced 31.79%
$153B
$659,000 0.03% of portfolio
1,296
Q2 2025 Reduced 14.51%
$36.7B
$775,000 0.03% of portfolio
6,324
Q2 2025 Reduced 25.38%
$74B
$676,000 0.03% of portfolio
23,120
Q2 2025 New
$145B
$745,000 0.03% of portfolio
2,089
Q2 2025 Added 20.47%
$70.7B
$649,000 0.03% of portfolio
1,670
Q2 2025 Reduced 5.81%
$78.6B
$687,000 0.03% of portfolio
5,156
Q2 2025 Reduced 0.37%
$69.2B
$632,000 0.03% of portfolio
5,291
Q2 2025 Added 32.47%
$11.2B
$764,000 0.03% of portfolio
12,392
Q2 2025 Added 82.4%
$23.7B
$672,000 0.03% of portfolio
9,958
Q2 2025 Added 3.04%
$22.8B
$611,000 0.03% of portfolio
9,617
Q2 2025 New
$34.5B
$703,000 0.03% of portfolio
4,467
Q2 2025 Added 44.56%
$13.1B
$827,000 0.03% of portfolio
39,350
Q2 2025 Added 7.48%
$59.7B
$604,000 0.03% of portfolio
20,546
Q2 2025 Added 0.91%
$23.9B
$656,000 0.03% of portfolio
27,390
Q2 2025 Added 32.05%
$113B
$735,000 0.03% of portfolio
1,588
Q2 2025 Added 16.25%
$203B
$765,000 0.03% of portfolio
9,672
Q2 2025 Reduced 76.95%
$250B
$745,000 0.03% of portfolio
5,292
Q2 2025 Reduced 14.88%
$78.6B
$737,000 0.03% of portfolio
1,753
Q2 2025 Added 9.63%
$64.4B
$655,000 0.03% of portfolio
2,560
Q2 2025 Added 11.01%
$9.44B
$682,000 0.03% of portfolio
18,611
Q2 2025 Added 19.99%
$77.3B
$689,000 0.03% of portfolio
3,700
Q2 2025 Reduced 28.13%
$27.2B
$657,000 0.03% of portfolio
19,415
Q2 2025 Added 2.74%

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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