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

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$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%
$0
$2.65 Million 0.11% of portfolio
31,992
Q2 2025 Added 252.96%
$0
$2.71 Million 0.11% of portfolio
42,636
Q2 2025 Added 40.07%
$0
$2.6 Million 0.11% of portfolio
19,248
Q2 2025 Added 57.0%
$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%
$0
$2.59 Million 0.11% of portfolio
135,340
Q2 2025 Reduced 54.92%
$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%
$0
$2.73 Million 0.11% of portfolio
81,896
Q2 2025 Reduced 1.36%
$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%
$0
$2.48 Million 0.1% of portfolio
85,772
Q2 2025 Reduced 6.49%
$0
$2.33 Million 0.1% of portfolio
62,562
Q2 2025 Reduced 4.39%
$26.8B
$2.42 Million 0.1% of portfolio
23,632
Q2 2025 Reduced 0.54%
$0
$2.38 Million 0.1% of portfolio
23,961
Q2 2025 Added 57.34%
$0
$2.34 Million 0.1% of portfolio
100,640
Q2 2025 Added 42.24%
$0
$2.42 Million 0.1% of portfolio
21,595
Q2 2025 Reduced 0.91%
$94.7B
$2.33 Million 0.1% of portfolio
3,181
Q2 2025 Added 58.81%
$0
$2.37 Million 0.1% of portfolio
99,655
Q2 2025 Added 15.69%
$0
$2.35 Million 0.1% of portfolio
224,875
Q2 2025 Reduced 6.45%
$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%
$4.64B
$2.18 Million 0.09% of portfolio
69,090
Q2 2025 Reduced 16.59%
$0
$2.21 Million 0.09% of portfolio
22,485
Q2 2025 Reduced 3.39%
$0
$2.18 Million 0.09% of portfolio
14,229
Q2 2025 Reduced 0.26%
$0
$2.16 Million 0.09% of portfolio
6,147
Q2 2025 Reduced 3.83%
$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%
$0
$2.13 Million 0.09% of portfolio
72,782
Q2 2025 Added 22.77%
$0
$2.14 Million 0.09% of portfolio
14,537
Q2 2025 Reduced 8.24%
$0
$2.09 Million 0.09% of portfolio
27,496
Q2 2025 Added 26.65%
$172B
$2.14 Million 0.09% of portfolio
2,086
Q2 2025 Reduced 4.92%
$0
$2.18 Million 0.09% of portfolio
114,955
Q2 2025 Reduced 4.55%
$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%
$0
$1.99 Million 0.08% of portfolio
3,599
Q2 2025 Reduced 10.58%
$0
$1.96 Million 0.08% of portfolio
45,389
Q2 2025 Added 31.3%
$0
$1.96 Million 0.08% of portfolio
41,243
Q2 2025 Added 33.77%
$0
$2.01 Million 0.08% of portfolio
10,268
Q2 2025 Added 15.53%
$0
$1.87 Million 0.08% of portfolio
45,828
Q2 2025 Reduced 17.07%
$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%
$0
$1.85 Million 0.08% of portfolio
72,402
Q2 2025 Added 19.01%
$229B
$1.59 Million 0.07% of portfolio
11,693
Q2 2025 Reduced 2.63%

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
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