Geo Wealth Management, LLC Umb Financial Corp Transaction History

Geo Wealth Management, LLC

  • $2.58 Billion
  • Q3 2025

Shares

4 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2025

Aug 13, 2025
SELL
$86.4 - $107.99 $259 - $323
-3 Reduced 8.11%
34 $3,000
Q1 2025

May 09, 2025
BUY
$98.0 - $122.56 $1,960 - $2,451
20 Added 117.65%
37 $3,000
Q4 2024

Feb 13, 2025
SELL
$101.15 - $127.6 $505 - $638
-5 Reduced 22.73%
17 $1,000
Q3 2024

Nov 12, 2024
BUY
$81.41 - $108.94 $1,791 - $2,396
22 New
22 $2,000

Others Institutions Holding UMBF

# of Institutions
427
Shares Held
64.1M
Call Options Held
22.7K
Put Options Held
0
View Full List

About UMB FINANCIAL CORP

UMBF Quotes by TradingView
  • Ticker UMBF
  • Exchange NASDAQ
  • Sector Financial Services
  • Industry Banks—Regional
  • Shares Outstandng 48,312,300
  • Market Cap $5.24B
  • Description
  • UMB Financial Corporation operates as the bank holding company for the UMB Bank that provides various banking and other financial services. The Commercial Banking segment provides commercial loans and credit card; commercial real estate financing; letters of credit; loan syndication, and consultative service; various business solutions including...
More about UMBF
Track This Portfolio

Track Geo Wealth Management, LLC Portfolio

Follow Geo Wealth Management, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Geo Wealth Management, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Geo Wealth Management, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email