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
MRVL
Marvell Technology, Inc.

Technology
135
+ 5.05%
$62.31 - $84.07 $8.41K - $11.3K
2.81K $236K
SCHP
Schwab Strategic Us Tips ETF

ETFs
924
+ 11.69%
$26.44 - $27.1 $24.4K - $25K
8.83K $237K
HYS
Pimco ETF Tr 1 5 Yr High Yield

ETFs
197
+ 1.92%
$94.11 - $95.78 $18.5K - $18.9K
10.5K $1M
SCHR
Schwab Intermediate Term Us Tr

ETFs
1.04K
+ 335.92%
$24.69 - $25.26 $25.6K - $26.2K
1.35K $33K
DXCM
Dexcom Inc

Healthcare
1.41K
+ 41.17%
$66.46 - $89.53 $93.4K - $126K
4.82K $324K
NAD
Nuveen Quality Municipal Income Fund

Financial Services
216
+ 0.43%
$11.04 - $11.83 $2.38K - $2.56K
50.3K $588K
MFG
Mizuho Financial Group Inc

Financial Services
1.05K
+ 8.23%
$5.42 - $6.85 $5.67K - $7.17K
13.8K $92K
CTAS
Cintas Corp

Industrials
192
+ 19.24%
$199.29 - $226.27 $38.3K - $43.4K
1.19K $244K
FTGC
First Trust Global Tactical CO

ETFs
293
+ 2.48%
$24.67 - $26.32 $7.23K - $7.71K
12.1K $313K
SYK
Stryker Corp

Healthcare
222
+ 9.25%
$368.57 - $403.53 $81.8K - $89.6K
2.62K $969K
VNET
Vnet Group, Inc.

Technology
882
+ 28.57%
$6.61 - $11.13 $5.83K - $9.82K
3.97K $40K
MTB
M&T Bank Corp

Financial Services
68
+ 4.42%
$183.74 - $204.05 $12.5K - $13.9K
1.61K $317K
TTE
Total Energies Se

Energy
280
+ 5.32%
N/A
5.54K $380K
FIXD
First Tr ETF Viii Tcw Opportun

ETFs
323
+ 5.36%
$43.36 - $44.8 $14K - $14.5K
6.35K $282K
ASX
Ase Technology Holding Co., Ltd.

Technology
750
+ 5.77%
$9.5 - $11.71 $7.13K - $8.78K
13.7K $152K
AVRE
American Centy ETF Tr Avantis
179
+ 0.77%
$43.53 - $45.34 $7.79K - $8.12K
23.5K $1.05M
PRU
Prudential Financial Inc

Financial Services
265
+ 7.58%
$100.68 - $109.89 $26.7K - $29.1K
3.76K $390K
NMR
Nomura Holdings Inc

Financial Services
1.04K
+ 9.43%
$6.28 - $7.56 $6.55K - $7.89K
12.1K $87K
MMYT
Make My Trip LTD

Consumer Cyclical
169
+ 4.58%
N/A
3.86K $332K
VTIP
Vanguard Sht Trm Inflt Prot Fd

ETFs
238
+ 4.26%
$49.78 - $50.75 $11.8K - $12.1K
5.83K $295K
MAR
Marriott International Inc

Consumer Cyclical
85
+ 11.58%
$255.35 - $282.87 $21.7K - $24K
819 $213K
AOK
Ishares Tr Core Conservative A

ETFs
99
+ 1.25%
$38.64 - $40.17 $3.83K - $3.98K
8.01K $321K
LQDH
Ishares U S ETF Tr Int Rate He

ETFs
83
+ 2.8%
$92.14 - $93.55 $7.65K - $7.76K
3.05K $284K
UMC
United Microelectronics Corp

Technology
1.46K
+ 10.24%
$6.58 - $7.86 $9.6K - $11.5K
15.7K $119K
AMP
Ameriprise Financial Inc

Financial Services
56
+ 13.97%
$486.13 - $544.55 $27.2K - $30.5K
457 $224K
CACI
Caci International Inc

Technology
25
+ 5.68%
N/A
465 $198K
WMB
Williams Companies, Inc.

Energy
110
+ 2.34%
$56.52 - $64.01 $6.22K - $7.04K
4.82K $305K
ITUB
Itau Unibanco Holding S.A.

Financial Services
492
+ 5.09%
$6.18 - $7.41 $3.04K - $3.65K
10.2K $74K
DHR
Danaher Corp

Healthcare
32
+ 2.38%
$181.46 - $212.2 $5.81K - $6.79K
1.38K $273K
EMR
Emerson Electric CO

Industrials
140
+ 2.72%
$128.6 - $149.63 $18K - $20.9K
5.3K $694K
DTM
Dt Midstream, Inc.

Energy
40
+ 5.54%
$99.17 - $113.27 $3.97K - $4.53K
762 $86K
BRX
Brixmor Property Group Inc.

Real Estate
265
+ 2.8%
N/A
9.72K $220K
XLP
Consumer Staples Sector Spdr

ETFs
67
+ 0.24%
N/A
27.6K $2.1M
STAG
Stag Industrial, Inc.

Real Estate
492
+ 3.97%
$34.28 - $36.97 $16.9K - $18.2K
12.9K $454K
HYDB
Ishares Tr Edge High Yield Def

ETFs
71
+ 1.79%
$47.03 - $47.97 $3.34K - $3.41K
4.04K $193K
IR
Ingersoll Rand Inc.

Industrials
72
+ 2.48%
$74.98 - $89.02 $5.4K - $6.41K
2.98K $245K
NWS
News Corp New Cl B Com Stk (De

Communication Services
91
+ 4.96%
$31.68 - $35.17 $2.88K - $3.2K
1.93K $66K
AWK
American Water Works Company, Inc.

Utilities
23
+ 0.6%
$135.05 - $147.0 $3.11K - $3.38K
3.83K $533K
SHG
Shinhan Financial Group CO LTD

Financial Services
66
+ 1.01%
N/A
6.58K $227K
ILMN
Illumina, Inc.

Healthcare
30
+ 0.66%
$91.69 - $109.88 $2.75K - $3.3K
4.6K $436K
Zacks Trust
32.4K
+ 193.87%
N/A
49.1K $0
Arista Networks Inc
613
+ 21.58%
N/A
3.45K $0
Barrick Mng Corp
1.52K
+ 11.88%
N/A
14.3K $0
CRH.L
Crh PLC

Basic Materials
2.3K
+ 996.97%
N/A
2.53K $0
Blackrock ETF Trust Ii
33.9K
+ 441.72%
N/A
41.5K $0
Blackrock ETF Trust
28.8K
+ 178.92%
N/A
44.9K $0
Vanguard Malvern Fds
4.72K
+ 2154.34%
N/A
4.94K $0
LCTD
Blackrock ETF World Ex Us Carb
1.18K
+ 8.22%
N/A
15.5K $0
Blackrock ETF Trust
44.8K
+ 624.88%
N/A
52K $0
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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