Geo Wealth Management, LLC Incresed Positions in Q3 2025

Geo Wealth Management, LLC

  • $2.58 Billion
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
SCHE
Schwab Strategic Tr Us Emergin

ETFs
38.9K
+ 1237.98%
$30.13 - $33.37 $1.17M - $1.3M
42.1K $1.4M
VMBS
Vanguard Mortg Backed Sec ETF

ETFs
27.6K
+ 592.54%
$45.72 - $47.27 $1.26M - $1.31M
32.3K $1.52M
APH
Amphenol Corp

Technology
9.31K
+ 196.56%
$97.39 - $125.4 $907K - $1.17M
14K $1.74M
ESGU
Ishares Trust Ishares Esg Awar

ETFs
7.35K
+ 38.19%
$134.94 - $145.86 $992K - $1.07M
26.6K $3.87M
TMO
Thermo Fisher Scientific Inc.

Healthcare
1.57K
+ 25.01%
$404.94 - $499.99 $635K - $783K
7.83K $3.8M
IEUR
Ishares Tr Ishares Core Msci E

ETFs
18K
+ 137.85%
$64.17 - $68.19 $1.15M - $1.23M
31K $2.11M
QUAL
Ishares Msci Usa Quality Facto

ETFs
4.66K
+ 16.69%
$182.33 - $194.5 $849K - $906K
32.6K $6.34M
BDX
Becton Dickinson & CO

Healthcare
6.3K
+ 344.07%
$172.41 - $199.66 $1.09M - $1.26M
8.13K $1.52M
BCS
Barclays PLC

Financial Services
48.7K
+ 51.1%
$17.88 - $21.05 $870K - $1.02M
144K $2.97M
BIL
Spdr Bloomberg 1 3 Month T Bil

ETFs
13.1K
+ 345.02%
$91.44 - $91.77 $1.19M - $1.2M
16.9K $1.55M
IQV
Iqvia Holdings Inc.

Healthcare
5.37K
+ 120.17%
$157.68 - $200.82 $846K - $1.08M
9.84K $1.87M
TLH
Ishares Barclays 10 20 Yr Trea

ETFs
10.9K
+ 71.18%
$98.52 - $103.93 $1.07M - $1.13M
26.1K $2.69M
IAU
Ishares Gold Trust

ETFs
13.5K
+ 129.5%
$61.62 - $72.77 $833K - $983K
23.9K $1.74M
TXN
Texas Instruments Inc

Technology
5.61K
+ 33.83%
N/A
22.2K $4.31M
OMC
Omnicom Group Inc.

Communication Services
13.1K
+ 516.11%
$70.41 - $81.53 $920K - $1.07M
15.6K $1.27M
CMCSA
Comcast Corp

Communication Services
36.1K
+ 295.37%
$31.41 - $36.33 $1.14M - $1.31M
48.4K $1.52M
DB
Deutsche Bank Aktiengesellschaft

Financial Services
26.4K
+ 114.39%
$28.71 - $37.46 $759K - $991K
49.6K $1.76M
QCOM
Qualcomm Inc

Technology
5.71K
+ 34.95%
$145.84 - $173.55 $832K - $990K
22K $3.67M
RL
Ralph Lauren Corp

Consumer Cyclical
3.2K
+ 825.52%
$272.1 - $320.75 $872K - $1.03M
3.59K $1.13M
VONG
Vanguard Russell 1000 Growth E

ETFs
8.38K
+ 2080.15%
$108.08 - $121.73 $906K - $1.02M
8.79K $1.06M
VTV
Vanguard Value ETF

ETFs
5.22K
+ 259.03%
$175.51 - $186.57 $917K - $974K
7.24K $1.35M
CBRE
Cbre Group, Inc.

Real Estate
6.09K
+ 353.4%
$137.04 - $165.9 $834K - $1.01M
7.81K $1.23M
NRG
Nrg Energy, Inc.

Utilities
5.98K
+ 246.21%
$144.77 - $173.91 $865K - $1.04M
8.41K $1.36M
ELV
Elevance Health, Inc.

Healthcare
3.33K
+ 199.28%
$274.66 - $395.76 $914K - $1.32M
5K $1.61M
GD
General Dynamics Corp

Industrials
2.56K
+ 147.21%
$293.92 - $341.0 $752K - $872K
4.29K $1.46M
V
Visa Inc.

Financial Services
3.37K
+ 22.24%
$332.09 - $358.86 $1.12M - $1.21M
18.5K $6.32M
NVS
Novartis Ag

Healthcare
7.14K
+ 221.58%
$113.5 - $129.73 $810K - $926K
10.4K $1.33M
ADI
Analog Devices Inc

Technology
3.75K
+ 149.64%
$220.68 - $255.63 $827K - $958K
6.25K $1.54M
VONV
Vanguard Russell 1000 Value Et

ETFs
10.3K
+ 1596.59%
$84.55 - $89.54 $872K - $924K
11K $979K
MAS
Masco Corp

Industrials
13K
+ 9769.17%
$64.44 - $76.07 $837K - $988K
13.1K $923K
VGSH
Vanguard

ETFs
15.5K
+ 311.56%
$58.43 - $58.88 $907K - $914K
20.5K $1.21M
XAR
Spdr S&P Aerospace & Defense E

ETFs
3.62K
+ 172.65%
$205.52 - $234.96 $743K - $850K
5.71K $1.34M
XOM
Exxon Mobil Corp

Energy
7.22K
+ 57.18%
$105.83 - $117.22 $764K - $846K
19.8K $2.24M
DIS
Walt Disney CO

Communication Services
8.09K
+ 114.18%
$112.25 - $124.0 $908K - $1M
15.2K $1.74M
SPIB
Spdr Portfolio Intermediate Te

ETFs
24.4K
+ 182.33%
$33.26 - $34.01 $811K - $829K
37.8K $1.28M
TLT
Ishares Barclays 20+ Year Trea

ETFs
8.63K
+ 22.42%
$85.01 - $90.35 $734K - $780K
47.1K $4.21M
GLD
Spdr Gold Trust

ETFs
429
+ 3.39%
$300.96 - $355.47 $129K - $152K
13.1K $4.65M
SBUX
Starbucks Corp

Consumer Cyclical
9.95K
+ 134.5%
$81.9 - $96.86 $815K - $964K
17.3K $1.47M
DFIC
Dimensional ETF Tr Dimensional

ETFs
5.92K
+ 1.73%
$30.76 - $33.01 $182K - $196K
349K $11.4M
COP
Conocophillips

Energy
7.89K
+ 145.98%
$91.0 - $98.99 $718K - $781K
13.3K $1.26M
EFV
Msci Eafe Value ETF

ETFs
8.55K
+ 20.06%
$62.79 - $68.42 $537K - $585K
51.2K $3.47M
APD
Air Products & Chemicals, Inc.

Basic Materials
2.75K
+ 220.06%
$265.78 - $299.3 $732K - $824K
4K $1.09M
BAC
Bank Of America Corp

Financial Services
9.28K
+ 17.79%
$44.92 - $52.42 $417K - $486K
61.4K $3.17M
WMT
Walmart Inc.

Consumer Defensive
4.53K
+ 10.17%
$94.4 - $104.27 $427K - $472K
49K $5.05M
CRM
Salesforce, Inc.

Technology
5.38K
+ 33.39%
$231.66 - $273.65 $1.25M - $1.47M
21.5K $5.1M
UL
Unilever PLC

Consumer Defensive
11.6K
+ 172.24%
$58.43 - $65.01 $679K - $755K
18.4K $1.09M
TMUS
T Mobile Us, Inc.

Communication Services
2.71K
+ 23.47%
$226.02 - $259.01 $613K - $702K
14.3K $3.42M
SPMD
Spdr Portfolio

ETFs
7.67K
+ 10.2%
$54.43 - $58.29 $418K - $447K
82.9K $4.74M
PLTR
Palantir Technologies Inc.

Technology
166
+ 1.25%
$130.68 - $186.97 $21.7K - $31K
13.4K $2.45M
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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