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
$12.6B
$2.12 Million 0.08% of portfolio
124,723
Q3 2025 Added 9.94%
$0
$2.16 Million 0.08% of portfolio
229,656
Q3 2025 Reduced 69.72%
$0
$2.05 Million 0.08% of portfolio
75,675
Q3 2025 Added 1.97%
$172B
$1.99 Million 0.08% of portfolio
2,164
Q3 2025 Added 3.74%
$0
$2.09 Million 0.08% of portfolio
4,365
Q3 2025 Added 225.75%
$0
$2.11 Million 0.08% of portfolio
30,997
Q3 2025 Added 137.85%
$0
$2.11 Million 0.08% of portfolio
8,229
Q3 2025 Added 659.83%
$0
$2.1 Million 0.08% of portfolio
27,563
Q3 2025 Added 0.24%
$183B
$2.09 Million 0.08% of portfolio
3,058
Q3 2025 Reduced 0.94%
$122B
$2.1 Million 0.08% of portfolio
2,716
Q3 2025 Reduced 14.62%
$0
$1.99 Million 0.08% of portfolio
30,289
Q3 2025 New
$318B
$1.98 Million 0.08% of portfolio
28,901
Q3 2025 Added 4.6%
$0
$2.18 Million 0.08% of portfolio
105,688
Q3 2025 Reduced 8.06%
$39.2B
$1.69 Million 0.07% of portfolio
17,475
Q3 2025 Added 22.49%
$196B
$1.74 Million 0.07% of portfolio
15,175
Q3 2025 Added 114.18%
$11.1B
$1.86 Million 0.07% of portfolio
24,953
Q3 2025 Added 4.62%
$0
$1.75 Million 0.07% of portfolio
18,170
Q3 2025 Reduced 2.14%
$77.2B
$1.76 Million 0.07% of portfolio
49,568
Q3 2025 Added 114.39%
$332B
$1.71 Million 0.07% of portfolio
5,682
Q3 2025 Added 2.82%
$162B
$1.78 Million 0.07% of portfolio
2,474
Q3 2025 Reduced 15.71%
$17.7B
$1.73 Million 0.07% of portfolio
12,284
Q3 2025 Added 16.09%
$0
$1.8 Million 0.07% of portfolio
59,588
Q3 2025 Added 1.51%
$66.5B
$1.74 Million 0.07% of portfolio
23,944
Q3 2025 Added 129.5%
$0
$1.8 Million 0.07% of portfolio
10,321
Q3 2025 New
$0
$1.78 Million 0.07% of portfolio
40,315
Q3 2025 Reduced 12.03%
$80.5B
$1.74 Million 0.07% of portfolio
14,048
Q3 2025 Added 196.56%
$0
$1.7 Million 0.07% of portfolio
153,308
Q3 2025 Reduced 31.83%
$48.1B
$1.89 Million 0.07% of portfolio
6,531
Q3 2025 Reduced 3.44%
$24.7B
$1.75 Million 0.07% of portfolio
9,070
Q3 2025 Reduced 0.26%
$75.7B
$1.61 Million 0.06% of portfolio
4,998
Q3 2025 Added 199.28%
$0
$1.52 Million 0.06% of portfolio
32,286
Q3 2025 Added 592.54%
$295B
$1.57 Million 0.06% of portfolio
5,858
Q3 2025 Added 64.69%
$226B
$1.54 Million 0.06% of portfolio
11,504
Q3 2025 Reduced 1.62%
$99.2B
$1.47 Million 0.06% of portfolio
17,348
Q3 2025 Added 134.5%
$156B
$1.45 Million 0.06% of portfolio
5,875
Q3 2025 Reduced 3.61%
$94.5B
$1.46 Million 0.06% of portfolio
4,294
Q3 2025 Added 147.21%
$131B
$1.43 Million 0.06% of portfolio
30,331
Q3 2025 Added 43.35%
$55.1B
$1.52 Million 0.06% of portfolio
8,131
Q3 2025 Added 344.07%
$0
$1.46 Million 0.06% of portfolio
44,987
Q3 2025 New
$0
$1.64 Million 0.06% of portfolio
11,920
Q3 2025 Reduced 2.74%
$0
$1.44 Million 0.06% of portfolio
5,264
Q3 2025 Added 3.34%
$42.5B
$1.59 Million 0.06% of portfolio
11,910
Q3 2025 Reduced 12.8%
$182B
$1.51 Million 0.06% of portfolio
15,395
Q3 2025 Added 0.97%
$155B
$1.51 Million 0.06% of portfolio
4,287
Q3 2025 Added 52.18%
$0
$1.56 Million 0.06% of portfolio
13,898
Q3 2025 Reduced 2.62%
$305B
$1.57 Million 0.06% of portfolio
10,107
Q3 2025 Added 11.59%
$89.9B
$1.66 Million 0.06% of portfolio
3,485
Q3 2025 Reduced 2.76%
$0
$1.44 Million 0.06% of portfolio
27,747
Q3 2025 Reduced 7.21%
$311B
$1.6 Million 0.06% of portfolio
4,635
Q3 2025 Reduced 39.67%

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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