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
$80.9B
$1.77 Million 0.07% of portfolio
95,220
Q2 2025 Added 47.98%
$9.98B
$1.61 Million 0.07% of portfolio
23,852
Q2 2025 Added 17.98%
$0
$1.61 Million 0.07% of portfolio
80,031
Q2 2025 New
$18.2B
$1.56 Million 0.07% of portfolio
10,581
Q2 2025 Added 8.39%
$0
$1.73 Million 0.07% of portfolio
22,830
Q2 2025 Added 32.13%
$0
$1.75 Million 0.07% of portfolio
29,255
Q2 2025 Reduced 18.57%
$41B
$1.73 Million 0.07% of portfolio
13,659
Q2 2025 Reduced 5.04%
$11.3B
$1.74 Million 0.07% of portfolio
113,451
Q2 2025 Added 293.07%
$75.1B
$1.7 Million 0.07% of portfolio
9,141
Q2 2025 Added 30.53%
$0
$1.74 Million 0.07% of portfolio
15,455
Q2 2025 New
$0
$1.59 Million 0.07% of portfolio
9,170
Q2 2025 Reduced 12.47%
$94.5B
$1.8 Million 0.07% of portfolio
3,584
Q2 2025 Reduced 2.16%
$0
$1.73 Million 0.07% of portfolio
74,216
Q2 2025 Added 21.99%
$261B
$1.61 Million 0.07% of portfolio
8,823
Q2 2025 Added 18.52%
$0
$1.78 Million 0.07% of portfolio
18,567
Q2 2025 Added 62.63%
$229B
$1.66 Million 0.07% of portfolio
11,371
Q2 2025 Reduced 3.37%
$0
$1.77 Million 0.07% of portfolio
58,699
Q2 2025 Reduced 5.3%
$0
$1.57 Million 0.07% of portfolio
184,190
Q2 2025 Reduced 3.27%
$227B
$1.32 Million 0.06% of portfolio
4,144
Q2 2025 Reduced 29.93%
$233B
$1.49 Million 0.06% of portfolio
21,328
Q2 2025 Added 8.85%
$44.3B
$1.47 Million 0.06% of portfolio
14,266
Q2 2025 Added 2.99%
$17.7B
$1.43 Million 0.06% of portfolio
5,232
Q2 2025 Reduced 9.59%
$442B
$1.36 Million 0.06% of portfolio
12,627
Q2 2025 Reduced 12.59%
$0
$1.35 Million 0.06% of portfolio
37,731
Q2 2025 New
$306B
$1.42 Million 0.06% of portfolio
5,526
Q2 2025 Reduced 46.01%
$0
$1.34 Million 0.06% of portfolio
28,676
Q2 2025 Reduced 11.75%
$0
$1.37 Million 0.06% of portfolio
25,590
Q2 2025 Added 41.23%
$0
$1.34 Million 0.06% of portfolio
18,601
Q2 2025 Added 84,450.0%
$0
$1.55 Million 0.06% of portfolio
15,251
Q2 2025 Added 4.42%
$0
$1.42 Million 0.06% of portfolio
25,005
Q2 2025 Added 49.79%
$52.6B
$1.34 Million 0.06% of portfolio
18,676
Q2 2025 Added 0.5%
$0
$1.48 Million 0.06% of portfolio
29,903
Q2 2025 Reduced 1.47%
$96.6B
$1.37 Million 0.06% of portfolio
1,967
Q2 2025 Added 14.23%
$368B
$1.33 Million 0.06% of portfolio
8,329
Q2 2025 Reduced 0.34%
$0
$1.39 Million 0.06% of portfolio
14,272
Q2 2025 Reduced 6.33%
$0
$1.44 Million 0.06% of portfolio
12,256
Q2 2025 Reduced 15.88%
$179B
$1.35 Million 0.06% of portfolio
14,848
Q2 2025 Added 1.38%
$92.8B
$1.5 Million 0.06% of portfolio
4,365
Q2 2025 Reduced 0.66%
$182B
$1.42 Million 0.06% of portfolio
15,247
Q2 2025 Added 13.57%
$12.3B
$1.32 Million 0.06% of portfolio
32,354
Q2 2025 Added 5.79%
$0
$1.55 Million 0.06% of portfolio
21,089
Q2 2025 Reduced 60.36%
$0
$1.39 Million 0.06% of portfolio
43,503
Q2 2025 Added 337.26%
$157B
$1.09 Million 0.05% of portfolio
2,817
Q2 2025 Reduced 2.73%
$162B
$1.22 Million 0.05% of portfolio
6,657
Q2 2025 Reduced 12.04%
$124B
$1.16 Million 0.05% of portfolio
3,759
Q2 2025 Added 14.08%
$22.7B
$1.18 Million 0.05% of portfolio
5,343
Q2 2025 Added 2.75%
$302B
$1.3 Million 0.05% of portfolio
9,057
Q2 2025 Reduced 7.25%
$439B
$1.2 Million 0.05% of portfolio
1,210
Q2 2025 Reduced 34.45%
$19.3B
$1.09 Million 0.05% of portfolio
2,225
Q2 2025 Added 804.47%

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