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
USB
Us Bancorp \De\

Financial Services
1.4K
+ 24.86%
$43.94 - $50.41 $61.3K - $70.3K
7.01K $338K
AEP
American Electric Power CO Inc

Utilities
507
+ 16.76%
$103.26 - $115.0 $52.4K - $58.3K
3.53K $397K
PPL
Ppl Corp

Utilities
506
+ 2.61%
$33.54 - $37.24 $17K - $18.8K
19.9K $740K
MO
Altria Group, Inc.

Consumer Defensive
386
+ 5.56%
$57.75 - $67.68 $22.3K - $26.1K
7.33K $484K
LDOS
Leidos Holdings, Inc.

Technology
252
+ 27.13%
$159.2 - $188.96 $40.1K - $47.6K
1.18K $223K
TDIV
First Trust Nasdaq Technology

ETFs
375
+ 7.86%
$89.27 - $100.33 $33.5K - $37.6K
5.15K $507K
RACE
Ferrari N.V.

Consumer Cyclical
162
+ 28.32%
$436.24 - $517.65 $70.7K - $83.9K
734 $356K
GSUS
Goldman Sachs ETF Tr Marketbet

ETFs
646
+ 27.37%
$85.43 - $92.81 $55.2K - $60K
3.01K $277K
AXP
American Express CO

Financial Services
63
+ 1.52%
$294.27 - $342.31 $18.5K - $21.6K
4.21K $1.4M
RBLX
Roblox Corp

Communication Services
217
+ 15.85%
$100.65 - $141.56 $21.8K - $30.7K
1.59K $219K
GIS
General Mills Inc

Consumer Defensive
1.68K
+ 20.19%
$48.44 - $53.83 $81.2K - $90.2K
9.98K $502K
JNK
Spdr Bloomberg High Yield Bond

ETFs
664
+ 8.7%
$96.22 - $98.19 $63.9K - $65.2K
8.3K $813K
GLPI
Gaming & Leisure Properties, Inc.

Real Estate
1.48K
+ 13.6%
$45.54 - $48.43 $67.5K - $71.8K
12.4K $577K
COF
Capital One Financial Corp

Financial Services
315
+ 11.16%
$207.29 - $229.74 $65.3K - $72.4K
3.14K $667K
ORLY
O Reilly Automotive Inc

Consumer Cyclical
158
+ 5.81%
$89.32 - $107.82 $14.1K - $17K
2.88K $310K
RELX
Relx PLC

Communication Services
3.06K
+ 24.24%
$45.13 - $54.19 $138K - $166K
15.7K $749K
ACM
Aecom

Industrials
3
+ 0.09%
$111.08 - $132.99 $333 - $399
3.52K $458K
XLRE
Select Sector Spdr Tr Real Est

ETFs
1.29K
+ 12.92%
$40.94 - $42.85 $52.7K - $55.1K
11.2K $473K
CSCO
Cisco Systems, Inc.

Technology
1.27K
+ 4.6%
$66.2 - $71.79 $84.1K - $91.2K
28.9K $1.98M
KMB
Kimberly Clark Corp

Consumer Defensive
559
+ 26.75%
$121.72 - $136.77 $68K - $76.5K
2.65K $329K
KBH
Kb Home

Consumer Cyclical
17
+ 0.31%
$52.78 - $67.97 $897 - $1.16K
5.54K $352K
ADC
Agree Realty Corp

Real Estate
961
+ 19.67%
$70.53 - $75.05 $67.8K - $72.1K
5.85K $415K
CNHI
Cnh Industrial N.V.

Industrials
5.69K
+ 31.97%
N/A
23.5K $244K
DFSV
Dimensional ETF Tr Dimensional

ETFs
733
+ 5.12%
$29.2 - $32.74 $21.4K - $24K
15K $478K
IEF
Ishares Barclays

ETFs
499
+ 4.0%
$93.91 - $97.26 $46.9K - $48.5K
13K $1.25M
AMCR
Amcor PLC

Consumer Cyclical
7.86K
+ 104.31%
$7.97 - $9.94 $62.6K - $78.1K
15.4K $125K
SCHX
Schwab Strategic Tr Us Large C

ETFs
1.27K
+ 12.05%
$24.46 - $26.5 $31.1K - $33.7K
11.8K $311K
IGEB
Ishares Tr Edge Invt Grade Enh

ETFs
1.02K
+ 8.7%
$44.82 - $46.28 $45.9K - $47.3K
12.8K $588K
UAL
United Airlines Holdings, Inc.

Industrials
207
+ 11.11%
$80.05 - $109.36 $16.6K - $22.6K
2.07K $199K
DASH
Door Dash, Inc.

Communication Services
84
+ 7.57%
$234.5 - $272.5 $19.7K - $22.9K
1.19K $324K
AYI
Acuity Brands Inc

Industrials
51
+ 6.91%
$287.07 - $344.52 $14.6K - $17.6K
789 $271K
JSCP
Jp Morgan Exch Traded Fd Tr Sh

ETFs
972
+ 4.22%
$47.02 - $47.71 $45.7K - $46.4K
24K $1.14M
XEL
Xcel Energy Inc

Utilities
145
+ 4.77%
$67.56 - $80.65 $9.8K - $11.7K
3.19K $256K
PANW
Palo Alto Networks Inc

Technology
257
+ 5.45%
$167.06 - $208.19 $42.9K - $53.5K
4.97K $1.01M
SPYV
Spdr Portfolio S&P 500 Value E

ETFs
502
+ 7.54%
$52.12 - $55.33 $26.2K - $27.8K
7.16K $396K
MET
Metlife Inc

Financial Services
455
+ 10.08%
$73.82 - $82.37 $33.6K - $37.5K
4.97K $409K
IWP
Ishares Russell Mid Cap Growth

ETFs
261
+ 11.56%
$137.51 - $145.26 $35.9K - $37.9K
2.52K $358K
CZR
Caesars Entertainment, Inc.

Consumer Cyclical
2.08K
+ 26.61%
$24.0 - $31.51 $50K - $65.6K
9.91K $267K
FE
Firstenergy Corp

Utilities
179
+ 2.83%
$39.76 - $45.82 $7.12K - $8.2K
6.49K $297K
MOS
Mosaic CO

Basic Materials
1.33K
+ 95.94%
$30.93 - $37.81 $41K - $50.1K
2.71K $93K
DLR
Digital Realty Trust, Inc.

Real Estate
382
+ 2.28%
$161.21 - $180.02 $61.6K - $68.8K
17.1K $2.96M
HCA
Hca Healthcare, Inc.

Healthcare
34
+ 5.73%
$334.32 - $426.2 $11.4K - $14.5K
627 $267K
RSG
Republic Services, Inc.

Industrials
229
+ 26.14%
$225.33 - $246.01 $51.6K - $56.3K
1.11K $253K
SO
Southern CO

Utilities
227
+ 5.09%
$90.83 - $96.0 $20.6K - $21.8K
4.69K $444K
USFD
Us Foods Holding Corp.

Consumer Defensive
467
+ 20.59%
$76.35 - $84.68 $35.7K - $39.5K
2.74K $209K
REG
Regency Centers Corp

Real Estate
198
+ 1.6%
$68.62 - $73.81 $13.6K - $14.6K
12.6K $918K
NUE
Nucor Corp

Basic Materials
86
+ 2.2%
$133.3 - $150.33 $11.5K - $12.9K
3.99K $539K
RMD
Resmed Inc

Healthcare
80
+ 11.49%
$252.01 - $293.73 $20.2K - $23.5K
776 $212K
SPSB
Spdr Portfolio Short Term Corp

ETFs
889
+ 1.51%
$30.02 - $30.29 $26.7K - $26.9K
59.6K $1.8M
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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