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
$269B
$3.42 Million 0.13% of portfolio
14,267
Q3 2025 Added 23.47%
$0
$3.25 Million 0.13% of portfolio
25,810
Q3 2025 Added 8.37%
$0
$3.48 Million 0.13% of portfolio
28,177
Q3 2025 Added 82.32%
$974B
$3.29 Million 0.13% of portfolio
4,308
Q3 2025 Reduced 0.28%
$0
$3.35 Million 0.13% of portfolio
56,148
Q3 2025 Reduced 4.39%
$241B
$3.31 Million 0.13% of portfolio
20,384
Q3 2025 Added 131.03%
$0
$3.47 Million 0.13% of portfolio
51,190
Q3 2025 Added 20.06%
$86B
$2.97 Million 0.12% of portfolio
143,875
Q3 2025 Added 51.1%
$0
$2.99 Million 0.12% of portfolio
80,704
Q3 2025 Reduced 1.46%
$0
$3.15 Million 0.12% of portfolio
62,107
Q3 2025 Reduced 15.42%
$89.3B
$3.12 Million 0.12% of portfolio
28,622
Q3 2025 Added 248.11%
$422B
$3.17 Million 0.12% of portfolio
61,406
Q3 2025 Added 17.79%
$0
$3.12 Million 0.12% of portfolio
30,226
Q3 2025 New
$0
$2.81 Million 0.11% of portfolio
88,879
Q3 2025 Added 1,953.58%
$161B
$2.87 Million 0.11% of portfolio
5,893
Q3 2025 Added 148.96%
$0
$2.9 Million 0.11% of portfolio
11,889
Q3 2025 Reduced 20.07%
$0
$2.81 Million 0.11% of portfolio
119,407
Q3 2025 Added 18.65%
$323B
$2.79 Million 0.11% of portfolio
33,315
Q3 2025 Added 106.72%
$0
$2.73 Million 0.11% of portfolio
53,240
Q3 2025 Reduced 8.6%
$0
$2.93 Million 0.11% of portfolio
29,734
Q3 2025 Reduced 13.76%
$45.5B
$2.96 Million 0.11% of portfolio
17,143
Q3 2025 Added 2.28%
$194B
$2.8 Million 0.11% of portfolio
13,689
Q3 2025 Added 105.63%
$0
$2.68 Million 0.1% of portfolio
17,355
Q3 2025 Added 19.39%
$0
$2.69 Million 0.1% of portfolio
26,106
Q3 2025 Added 71.18%
$0
$2.59 Million 0.1% of portfolio
59,046
Q3 2025 Reduced 18.53%
$0
$2.68 Million 0.1% of portfolio
85,023
Q3 2025 Reduced 0.87%
$0
$2.61 Million 0.1% of portfolio
45,569
Q3 2025 Reduced 14.28%
$512B
$2.66 Million 0.1% of portfolio
14,345
Q3 2025 Added 4.31%
$0
$2.54 Million 0.1% of portfolio
25,270
Q3 2025 Reduced 60.56%
$0
$2.6 Million 0.1% of portfolio
27,345
Q3 2025 Added 329.82%
$0
$2.57 Million 0.1% of portfolio
100,043
Q3 2025 Added 0.39%
$0
$2.65 Million 0.1% of portfolio
9,964
Q3 2025 Added 396.96%
$5.65B
$2.21 Million 0.09% of portfolio
60,078
Q3 2025 Reduced 13.04%
$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%
$0
$2.37 Million 0.09% of portfolio
14,295
Q3 2025 Added 0.46%
$0
$2.4 Million 0.09% of portfolio
6,335
Q3 2025 Added 3.06%
$495B
$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%
$0
$2.26 Million 0.09% of portfolio
21,565
Q3 2025 Reduced 4.09%
$258B
$2.26 Million 0.09% of portfolio
13,511
Q3 2025 Added 18.82%
$0
$2.38 Million 0.09% of portfolio
58,334
Q3 2025 Reduced 6.76%
$29.2B
$2.42 Million 0.09% of portfolio
74,351
Q3 2025 Reduced 1.64%
$0
$2.26 Million 0.09% of portfolio
37,758
Q3 2025 Added 149.79%
$497B
$2.24 Million 0.09% of portfolio
19,847
Q3 2025 Added 57.18%
$85.5B
$2.27 Million 0.09% of portfolio
11,790
Q3 2025 Reduced 5.47%
$0
$2.27 Million 0.09% of portfolio
18,796
Q3 2025 Reduced 12.96%
$0
$2.44 Million 0.09% of portfolio
37,331
Q3 2025 Added 474.59%
$0
$2.05 Million 0.08% of portfolio
42,727
Q3 2025 Added 3.6%

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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