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
AMD
Advanced Micro Devices Inc

Technology
378
+ 6.52%
$134.8 - $184.42 $51K - $69.7K
6.17K $998K
GS
Goldman Sachs Group Inc

Financial Services
64
+ 4.61%
$696.56 - $806.32 $44.6K - $51.6K
1.45K $1.16M
EXR
Extra Space Storage Inc.

Real Estate
1.7K
+ 16.09%
$134.36 - $152.88 $229K - $260K
12.3K $1.73M
CAT
Caterpillar Inc

Industrials
177
+ 18.79%
$390.92 - $477.15 $69.2K - $84.5K
1.12K $533K
O
Realty Income Corp

Real Estate
623
+ 1.69%
$56.13 - $60.79 $35K - $37.9K
37.6K $2.29M
ZBRA
Zebra Technologies Corp

Technology
515
+ 310.24%
$296.92 - $341.36 $153K - $176K
681 $202K
PHM
Pultegroup Inc

Consumer Cyclical
394
+ 11.92%
$108.0 - $141.42 $42.6K - $55.7K
3.7K $488K
FANG
Diamondback Energy, Inc.

Energy
910
+ 50.61%
$134.53 - $152.5 $122K - $139K
2.71K $387K
LMBS
First Tr ETF Fd Iv First Tr Lo

ETFs
2.57K
+ 16.96%
$49.05 - $49.99 $126K - $128K
17.7K $882K
TFI
Spdr Nuveen Bloomberg Municipa

ETFs
2.91K
+ 354.95%
$44.22 - $45.74 $129K - $133K
3.73K $169K
NSC
Norfolk Southern Corp

Industrials
48
+ 1.88%
$259.49 - $300.41 $12.5K - $14.4K
2.61K $783K
FIS
Fidelity National Information Services, Inc.

Technology
2.17K
+ 203.95%
$63.37 - $82.35 $137K - $178K
3.23K $212K
ESS
Essex Property Trust, Inc.

Real Estate
454
+ 8.68%
N/A
5.69K $1.55M
FVD
First Tr Value Line Divid Inde

ETFs
2.37K
+ 38.68%
$44.73 - $46.86 $106K - $111K
8.48K $392K
EQR
Equity Residential

Real Estate
2.2K
+ 22.1%
$62.3 - $68.34 $137K - $150K
12.2K $787K
FTA
First Tr Large Cap Value

ETFs
1.22K
+ 41.97%
$78.13 - $83.78 $95.1K - $102K
4.12K $343K
TPR
Tapestry, Inc.

Consumer Cyclical
353
+ 11.97%
$86.48 - $116.14 $30.5K - $41K
3.3K $373K
EME
Emcor Group, Inc.

Industrials
115
+ 32.67%
$530.88 - $655.83 $61.1K - $75.4K
467 $303K
SPTI
Spdr Ser Tr Spdr Portfolio Int

ETFs
3.91K
+ 41.16%
$28.38 - $29.05 $111K - $113K
13.4K $387K
SR
Spire Inc

Utilities
768
+ 13.03%
$72.83 - $81.52 $55.9K - $62.6K
6.66K $543K
OHI
Omega Healthcare Investors Inc

Real Estate
239
+ 1.28%
$36.29 - $43.34 $8.67K - $10.4K
18.9K $795K
FMF
First Trust Managed Futures St

ETFs
993
+ 5.48%
$45.19 - $48.75 $44.9K - $48.4K
19.1K $930K
BTI
British American Tobacco P.L.C.

Consumer Defensive
904
+ 8.21%
$46.69 - $59.27 $42.2K - $53.6K
11.9K $632K
INGR
Ingredion Inc

Consumer Defensive
970
+ 143.28%
$121.01 - $138.21 $117K - $134K
1.65K $201K
BR
Broadridge Financial Solutions, Inc.

Technology
473
+ 105.11%
$233.75 - $266.89 $111K - $126K
923 $219K
IBN
Icici Bank LTD

Financial Services
4.62K
+ 50.0%
$30.23 - $34.41 $140K - $159K
13.9K $418K
FITB
Fifth Third Bancorp

Financial Services
2.16K
+ 72.47%
$40.91 - $46.28 $88.5K - $100K
5.15K $229K
KEY
Keycorp

Financial Services
4.83K
+ 45.25%
$17.37 - $19.39 $83.8K - $93.6K
15.5K $289K
HBAN
Huntington Bancshares Inc

Financial Services
5.62K
+ 47.17%
$15.87 - $17.88 $89.3K - $101K
17.5K $303K
PGHY
Invesco ETF Tr Ii Global Short

ETFs
4.94K
+ 11.76%
$19.78 - $20.26 $97.7K - $100K
46.9K $937K
MCD
Mcdonalds Corp

Consumer Cyclical
218
+ 7.03%
$291.67 - $316.99 $63.6K - $69.1K
3.32K $1.01M
KIM
Kimco Realty Corp

Real Estate
3.21K
+ 8.15%
$20.74 - $22.79 $66.5K - $73.1K
42.6K $929K
PNC
Pnc Financial Services Group, Inc.

Financial Services
232
+ 6.27%
$185.88 - $207.44 $43.1K - $48.1K
3.93K $790K
NGG
National Grid PLC

Utilities
1.55K
+ 24.56%
$67.98 - $74.38 $105K - $115K
7.84K $569K
FAST
Fastenal CO

Industrials
1.16K
+ 18.58%
$42.47 - $50.39 $49.3K - $58.5K
7.4K $362K
FAAR
First Trust Vii Alternative Ab

ETFs
890
+ 3.37%
$27.66 - $30.9 $24.6K - $27.5K
27.3K $832K
VTR
Ventas, Inc.

Real Estate
73
+ 0.53%
$62.76 - $69.99 $4.58K - $5.11K
14K $977K
HPP
Hudson Pacific Properties, Inc.

Real Estate
34.7K
+ 216.16%
$2.41 - $3.07 $83.5K - $106K
50.7K $139K
HSY
Hershey CO

Consumer Defensive
170
+ 5.83%
$161.95 - $193.45 $27.5K - $32.9K
3.09K $577K
STIP
Ishares Barclays 0 5 Year Tips

ETFs
898
+ 88.56%
$102.4 - $103.88 $92K - $93.3K
1.91K $197K
PLYM
Plymouth Industrial Reit, Inc.

Real Estate
1.01K
+ 9.05%
$14.25 - $22.4 $14.4K - $22.7K
12.2K $272K
EAGG
Ishares Esg Aware U.S. Aggrega

ETFs
1.48K
+ 3.6%
$46.86 - $48.27 $69.5K - $71.6K
42.7K $2.05M
LOW
Lowes Companies Inc

Consumer Cyclical
61
+ 2.35%
$215.01 - $273.02 $13.1K - $16.7K
2.66K $667K
IEI
Ishares Barclays 3 7 Yr Treas

ETFs
740
+ 9.0%
$117.65 - $120.08 $87.1K - $88.9K
8.97K $1.07M
WSM
Williams Sonoma Inc

Consumer Cyclical
114
+ 5.53%
$163.62 - $210.2 $18.7K - $24K
2.18K $425K
FDT
First Trust Developed Markets

ETFs
953
+ 35.19%
$68.09 - $76.05 $64.9K - $72.5K
3.66K $275K
GOVT
Ishares U.S. Treasury Bond ETF

ETFs
3.76K
+ 71.49%
$22.64 - $23.22 $85.1K - $87.3K
9.02K $208K
UBER
Uber Technologies, Inc

Technology
148
+ 0.97%
$86.91 - $99.57 $12.9K - $14.7K
15.4K $1.51M
CDNS
Cadence Design Systems Inc

Technology
63
+ 4.28%
$309.46 - $373.37 $19.5K - $23.5K
1.54K $539K
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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