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

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$0
$214 Million 8.3% of portfolio
4,584,390
Q3 2025 Added 10.28%
$0
$198 Million 7.69% of portfolio
323,908
Q3 2025 Reduced 9.68%
$0
$182 Million 7.07% of portfolio
4,728,254
Q3 2025 Reduced 1.77%
$0
$139 Million 5.38% of portfolio
450,768
Q3 2025 Reduced 4.26%
$0
$112 Million 4.35% of portfolio
342,350
Q3 2025 Reduced 0.27%
$0
$91.9 Million 3.56% of portfolio
2,147,677
Q3 2025 Reduced 5.44%
$0
$76.2 Million 2.95% of portfolio
1,521,705
Q3 2025 Reduced 4.58%
$0
$75 Million 2.91% of portfolio
2,389,931
Q3 2025 Reduced 2.35%
$0
$51.1 Million 1.98% of portfolio
1,194,847
Q3 2025 Added 12.21%
$0
$50.9 Million 1.97% of portfolio
993,330
Q3 2025 Reduced 3.9%
$0
$45 Million 1.74% of portfolio
214,913
Q3 2025 Reduced 10.75%
$0
$43.4 Million 1.68% of portfolio
590,218
Q3 2025 Reduced 3.21%
$0
$41.5 Million 1.61% of portfolio
864,504
Q3 2025 Added 0.24%
$0
$33.5 Million 1.3% of portfolio
714,952
Q3 2025 Reduced 5.59%
$0
$33.3 Million 1.29% of portfolio
528,778
Q3 2025 Added 3.14%
$466B
$29.2 Million 1.13% of portfolio
156,348
Q3 2025 Added 2.58%
$0
$27 Million 1.05% of portfolio
456,762
Q3 2025 Added 9.44%
$3.75T
$27 Million 1.05% of portfolio
52,108
Q3 2025 Added 21.44%
$0
$23.6 Million 0.92% of portfolio
80,504
Q3 2025 Reduced 3.0%
$0
$22 Million 0.85% of portfolio
443,939
Q3 2025 Added 8.53%
$4.39T
$21.3 Million 0.83% of portfolio
83,601
Q3 2025 Added 1.93%
$1.41T
$17.4 Million 0.68% of portfolio
23,723
Q3 2025 Added 41.81%
$2.42T
$17.2 Million 0.67% of portfolio
78,223
Q3 2025 Added 36.12%
$1.74T
$16.7 Million 0.65% of portfolio
68,818
Q3 2025 Added 36.41%
$0
$16.5 Million 0.64% of portfolio
24,738
Q3 2025 Added 105.4%
$0
$16.2 Million 0.63% of portfolio
643,680
Q3 2025 Reduced 55.26%
$0
$15.9 Million 0.61% of portfolio
121,775
Q3 2025 Reduced 15.26%
$0
$14.6 Million 0.57% of portfolio
51,921
Q3 2025 Reduced 0.26%
$0
$13.2 Million 0.51% of portfolio
141,010
Q3 2025 Added 0.27%
$0
$12.9 Million 0.5% of portfolio
19,338
Q3 2025 Added 27.48%
$0
$12.3 Million 0.48% of portfolio
48,461
Q3 2025 Reduced 1.72%
$0
$11.4 Million 0.44% of portfolio
348,666
Q3 2025 Added 1.73%
$908B
$10.8 Million 0.42% of portfolio
34,321
Q3 2025 Added 27.48%
$0
$10.2 Million 0.39% of portfolio
86,794
Q3 2025 Reduced 8.37%
$0
$9.76 Million 0.38% of portfolio
39,507
Q3 2025 Added 8.76%
$0
$8.4 Million 0.33% of portfolio
231,061
Q3 2025 Added 2.23%
$89.1B
$8.41 Million 0.33% of portfolio
47,236
Q3 2025 Added 2.59%
$0
$8.11 Million 0.31% of portfolio
67,144
Q3 2025 Added 46.11%
$0
$7.75 Million 0.3% of portfolio
81,365
Q3 2025 Added 1,605.05%
$530B
$7.85 Million 0.3% of portfolio
13,808
Q3 2025 Added 26.24%
$0
$7.47 Million 0.29% of portfolio
54,188
Q3 2025 Reduced 10.56%
$138B
$7.38 Million 0.29% of portfolio
22,367
Q3 2025 Added 17.62%
$0
$7.58 Million 0.29% of portfolio
140,687
Q3 2025 Added 47.44%
$0
$7.15 Million 0.28% of portfolio
59,045
Q3 2025 Added 16.03%
$0
$7.07 Million 0.27% of portfolio
33,855
Q3 2025 Reduced 2.7%
$587B
$7.05 Million 0.27% of portfolio
25,074
Q3 2025 Added 16.54%
$0
$6.72 Million 0.26% of portfolio
148,304
Q3 2025 Added 3.61%
$0
$6.79 Million 0.26% of portfolio
291,149
Q3 2025 Reduced 50.97%
$1.7T
$6.71 Million 0.26% of portfolio
27,559
Q3 2025 Added 15.08%

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
Track This Portfolio

Track Geo Wealth Management, LLC Portfolio

Follow Geo Wealth Management, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Geo Wealth Management, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Geo Wealth Management, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email