Geo Wealth Management, LLC Purchases in Q3 2025

Geo Wealth Management, LLC

  • $2.58 Billion
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
IUSB
Ishares Core Total Usd Bond Ma

ETFs
427K
+ 10.28%
$45.6 - $46.92 $19.5M - $20.1M
4.58M $214M
SPY
Spdr S&P 500 ETF Trust

ETFs
12.7K
+ 105.4%
$617.65 - $666.84 $7.84M - $8.46M
24.7K $16.5M
GOOGL
Alphabet Inc.

Communication Services
18.4K
+ 36.41%
$174.36 - $254.72 $3.2M - $4.68M
68.8K $16.7M
EMB
Ishares Tr

ETFs
76.6K
+ 1605.05%
$91.52 - $95.59 $7.01M - $7.32M
81.4K $7.75M
DFCF
Dimensional ETF Tr Core Fxd In

ETFs
130K
+ 12.21%
$41.8 - $43.15 $5.43M - $5.61M
1.19M $51.1M
MSFT
Microsoft Corp

Technology
9.2K
+ 21.44%
$491.09 - $535.64 $4.52M - $4.93M
52.1K $27M
NVDA
Nvidia Corp

Technology
3.93K
+ 2.58%
$153.3 - $186.58 $602K - $733K
156K $29.2M
META
Meta Platforms, Inc.

Communication Services
6.99K
+ 41.81%
$695.21 - $791.73 $4.86M - $5.54M
23.7K $17.4M
CEMB
Ishares J.P. Morgan Em Corpora

ETFs
108K
New
$45.07 - $46.28 $4.89M - $5.02M
108K $5.01M
FLTR
Vaneck ETF Tr Investment Grade

ETFs
196K
New
$25.39 - $25.57 $4.97M - $5.01M
196K $5.01M
AAPL
Apple Inc.

Technology
1.58K
+ 1.93%
$202.38 - $256.87 $320K - $407K
83.6K $21.3M
DYNF
Blackrock ETF Tr U S Equity Fa

ETFs
39.4K
+ 9.44%
$54.35 - $59.32 $2.14M - $2.34M
457K $27M
EEM
Ishares Msci Emerging Markets

ETFs
77.2K
New
$48.07 - $53.4 $3.71M - $4.12M
77.2K $4.12M
SHYG
Ishares 0 5 Year High Yield CO

ETFs
88.6K
+ 195.25%
$42.75 - $43.37 $3.79M - $3.84M
134K $5.8M
SECT
Sector 10, Inc.

ETFs
16.1K
+ 3.14%
$57.95 - $63.16 $934K - $1.02M
529K $33.3M
IVV
Ishares Core S&P 500 ETF

ETFs
4.17K
+ 27.48%
$620.67 - $670.08 $2.59M - $2.79M
19.3K $12.9M
SCHG
Schwab Strategic Tr Us Large C

ETFs
99.9K
+ 137.22%
$28.92 - $32.19 $2.89M - $3.21M
173K $5.51M
IXN
Ishares Global Information Tec

ETFs
30.2K
New
$91.28 - $103.32 $2.76M - $3.12M
30.2K $3.12M
IVW
Ishares S&P 500 Growth ETF

ETFs
21.2K
+ 46.11%
$108.97 - $121.65 $2.31M - $2.58M
67.1K $8.11M
JPM
Jpmorgan Chase & CO

Financial Services
7.4K
+ 27.48%
$282.78 - $316.06 $2.09M - $2.34M
34.3K $10.8M
ZECP
Zacks Tr Earnings Constant Por

ETFs
79.4K
+ 182.58%
$31.92 - $33.66 $2.54M - $2.67M
123K $4.13M
TSM
Taiwan Semiconductor Manufacturing CO LTD

Technology
7.52K
+ 64.88%
$224.68 - $282.71 $1.69M - $2.13M
19.1K $5.34M
PFF
Ishares Trust Ishares Pfd And

ETFs
84.6K
+ 1953.58%
$30.67 - $32.13 $2.59M - $2.72M
88.9K $2.81M
XLF
Financial Sector Spdr

ETFs
45.3K
+ 47.44%
$51.37 - $54.25 $2.33M - $2.46M
141K $7.58M
IEFA
Ishares Tr

ETFs
27.4K
+ 79.46%
$81.7 - $87.53 $2.24M - $2.4M
61.9K $5.41M
GOOG
Alphabet Inc.

Communication Services
3.61K
+ 15.08%
$175.16 - $255.24 $633K - $922K
27.6K $6.71M
IVE
Ishares S&P 500 Value ETF

ETFs
11K
+ 107.36%
$194.44 - $206.51 $2.14M - $2.28M
21.3K $4.4M
SCHW
Schwab Charles Corp

Financial Services
24.3K
+ 163.62%
$91.03 - $98.69 $2.21M - $2.4M
39.1K $3.74M
BK
Bank Of New York Mellon Corp

Financial Services
20.4K
+ 248.11%
$90.65 - $109.75 $1.85M - $2.24M
28.6K $3.12M
ORCL
Oracle Corp

Technology
3.56K
+ 16.54%
$218.96 - $328.33 $779K - $1.17M
25.1K $7.05M
AGG
Ishares Core U.S. Aggregate Bo

ETFs
22.6K
+ 94.42%
$97.75 - $100.75 $2.21M - $2.28M
46.6K $4.67M
AVGO
Broadcom Inc.

Technology
3.35K
+ 17.62%
$264.74 - $369.57 $887K - $1.24M
22.4K $7.38M
MDT
Medtronic PLC

Healthcare
19.6K
+ 60.43%
$87.67 - $95.74 $1.72M - $1.87M
51.9K $4.95M
OEF
Ishares S&P 100 ETF

ETFs
7.96K
+ 396.96%
N/A
9.96K $2.65M
IJH
Ishares Core S&P Mid Cap ETF

ETFs
30.8K
+ 474.59%
$62.09 - $66.51 $1.91M - $2.05M
37.3K $2.44M
MBB
Ishares Tr

ETFs
21K
+ 329.82%
$92.46 - $95.73 $1.94M - $2.01M
27.3K $2.6M
MCHI
Ishares Msci China ETF

ETFs
30.3K
New
$54.58 - $65.85 $1.65M - $1.99M
30.3K $1.99M
MTUM
Ishares Msci Usa Momentum Fact

ETFs
7.15K
+ 659.83%
$236.25 - $257.69 $1.69M - $1.84M
8.23K $2.11M
ARKW
Ark Next Generation Internet E

ETFs
10.3K
New
$144.46 - $174.76 $1.49M - $1.8M
10.3K $1.8M
BKNG
Booking Holdings Inc.

Consumer Cyclical
359
+ 87.56%
$5364.25 - $5815.92 $1.93M - $2.09M
769 $4.15M
IXP
Ishares Global Comm Services E

ETFs
12.7K
+ 82.32%
$109.97 - $126.56 $1.4M - $1.61M
28.2K $3.48M
MA
Mastercard Inc

Financial Services
2.87K
+ 26.24%
$550.18 - $598.96 $1.58M - $1.72M
13.8K $7.85M
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
3.24K
+ 69.22%
$459.11 - $506.91 $1.49M - $1.64M
7.92K $3.98M
BNDX
Vanguard Total International B

ETFs
34.9K
+ 8.53%
$49.0 - $49.51 $1.71M - $1.73M
444K $22M
PM
Philip Morris International Inc.

Consumer Defensive
11.6K
+ 131.03%
$157.77 - $183.27 $1.82M - $2.12M
20.4K $3.31M
SPGI
S&P Global Inc.

Financial Services
3.53K
+ 148.96%
$484.94 - $564.15 $1.71M - $1.99M
5.89K $2.87M
AMAT
Applied Materials Inc

Technology
7.03K
+ 105.63%
$156.25 - $204.95 $1.1M - $1.44M
13.7K $2.8M
IOO
Ishares Tr Global 100 ETF

ETFs
12.8K
New
$107.55 - $120.01 $1.37M - $1.53M
12.8K $1.53M
BWA
Borgwarner Inc

Consumer Cyclical
34.7K
New
$34.53 - $44.44 $1.2M - $1.54M
34.7K $1.53M
Activity Summary
Buys All Purchases 465 New Holdings 67 Increased Positions 398 Sells All Sells 282 Reductions 282 Sold out 0 Options Calls 0 Puts 0
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