Geo Wealth Management, LLC Purchases in Q4 2024

Geo Wealth Management, LLC

  • $2.92 Billion
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
AVT
Avnet Inc

Technology
587
New
$52.09 - $57.69 $30.6K - $33.9K
587 $30K
CCL
Carnival Corp

Consumer Cyclical
192
+ 4.95%
$17.34 - $26.8 $3.33K - $5.15K
4.07K $101K
MTZ
Mastec Inc

Industrials
184
+ 48.42%
$119.94 - $147.94 $22.1K - $27.2K
564 $76K
VOD
Vodafone Group Public LTD CO

Communication Services
3.73K
+ 257.98%
$8.37 - $9.95 $31.2K - $37.1K
5.18K $43K
BR
Broadridge Financial Solutions, Inc.

Technology
113
+ 38.05%
$209.64 - $236.44 $23.7K - $26.7K
410 $92K
XNTK
Spdr Series Trust Spdr Nyse Te

ETFs
121
+ 17.85%
$194.9 - $214.12 $23.6K - $25.9K
799 $161K
HUBS
Hubspot Inc

Technology
8
+ 6.02%
$514.07 - $757.4 $4.11K - $6.06K
141 $98K
RGA
Reinsurance Group Of America Inc

Financial Services
161
+ 9.36%
$201.26 - $231.95 $32.4K - $37.3K
1.88K $402K
ALLE
Allegion PLC

Industrials
223
+ 259.3%
$130.63 - $153.36 $29.1K - $34.2K
309 $40K
DFIV
Dimensional ETF Tr

ETFs
784
New
$34.86 - $37.97 $27.3K - $29.8K
784 $27K
ILF
Ishares Latin America 40 ETF

ETFs
1.4K
+ 300.43%
$20.91 - $26.09 $29.3K - $36.6K
1.87K $39K
HBI
Hanesbrands Inc.

Consumer Cyclical
3.33K
+ 2278.77%
$6.91 - $8.91 $23K - $29.6K
3.47K $28K
HPP
Hudson Pacific Properties, Inc.

Real Estate
8.91K
New
$2.6 - $4.98 $23.2K - $44.4K
8.91K $27K
QFIN
360 Digi Tech, Inc.

Financial Services
682
New
$29.37 - $39.79 $20K - $27.1K
682 $26K
AYI
Acuity Brands Inc

Industrials
48
+ 6.47%
$292.13 - $333.45 $14K - $16K
790 $230K
UGI
Ugi Corp

Utilities
950
New
$23.24 - $30.37 $22.1K - $28.9K
950 $26K
AGCO
Agco Corp

Industrials
287
New
$89.46 - $101.89 $25.7K - $29.2K
287 $26K
COMT
Ishares U.S. ETF Trust Gsci CO

ETFs
1.12K
+ 24.78%
$24.66 - $27.63 $27.5K - $30.9K
5.62K $142K
ABC
Amerisourcebergen Corp

Healthcare
136
+ 5.43%
N/A
2.64K $489K
NVCR
Novo Cure LTD

Healthcare
901
New
$14.54 - $33.41 $13.1K - $30.1K
901 $26K
ENB
Enbridge Inc

Energy
611
+ 436.43%
$40.4 - $43.92 $24.7K - $26.8K
751 $31K
G
Genpact LTD

Technology
583
+ 198.98%
$38.17 - $46.82 $22.3K - $27.3K
876 $37K
WDC
Western Digital Corp

Technology
499
+ 91.56%
$59.62 - $73.43 $29.8K - $36.6K
1.04K $62K
ITRI
Itron, Inc.

Technology
229
+ 4580.0%
$101.26 - $124.45 $23.2K - $28.5K
234 $25K
LOPE
Grand Canyon Education, Inc.

Consumer Defensive
154
New
$131.85 - $172.52 $20.3K - $26.6K
154 $25K
HAS
Hasbro, Inc.

Consumer Cyclical
1.32K
+ 44.15%
$55.71 - $72.94 $73.6K - $96.4K
4.31K $241K
HWM
Howmet Aerospace Inc.

Industrials
136
+ 13.14%
$99.72 - $120.09 $13.6K - $16.3K
1.17K $128K
EXR
Extra Space Storage Inc.

Real Estate
1.74K
+ 22.6%
$142.35 - $178.32 $248K - $310K
9.44K $1.41M
JD
Jd.Com, Inc.

Consumer Cyclical
785
+ 129.11%
$33.35 - $47.1 $26.2K - $37K
1.39K $48K
NAD
Nuveen Quality Municipal Income Fund

Financial Services
5.94K
+ 9.42%
$11.39 - $12.41 $67.6K - $73.7K
68.9K $803K
RLJ
Rlj Lodging Trust

Real Estate
2.36K
New
$8.77 - $10.68 $20.7K - $25.2K
2.36K $24K
FOXA
Fox Corp

Communication Services
354
+ 32.36%
$41.35 - $49.99 $14.6K - $17.7K
1.45K $70K
HYDB
Ishares Tr Edge High Yield Def

ETFs
525
+ 391.79%
$46.68 - $47.95 $24.5K - $25.2K
659 $30K
FISV
Fiserv Inc

Technology
188
+ 5.38%
N/A
3.69K $461K
HSBC
Hsbc Holdings PLC

Financial Services
205
+ 6.67%
$43.83 - $49.51 $8.99K - $10.1K
3.28K $162K
EQNR
Equinor Asa

Energy
985
+ 254.52%
$21.88 - $27.12 $21.6K - $26.7K
1.37K $32K
ELAN
Elanco Animal Health Inc

Healthcare
1.9K
New
$11.63 - $14.67 $22.1K - $27.9K
1.9K $23K
IDCC
Inter Digital, Inc.

Communication Services
119
New
$142.61 - $200.59 $17K - $23.9K
119 $23K
BIO
Bio Rad Laboratories, Inc.

Healthcare
72
+ 342.86%
$313.15 - $374.28 $22.5K - $26.9K
93 $30K
STT
State Street Corp

Financial Services
77
+ 5.01%
$85.96 - $100.78 $6.62K - $7.76K
1.61K $158K
CW
Curtiss Wright Corp

Industrials
43
+ 15.64%
$335.08 - $389.49 $14.4K - $16.7K
318 $112K
AAL
American Airlines Group Inc.

Industrials
1.98K
+ 107.55%
N/A
3.82K $42K
MRCY
Mercury Systems Inc

Industrials
547
New
$32.35 - $43.91 $17.7K - $24K
547 $22K
EVR
Evercore Inc.

Financial Services
39
+ 8.25%
$247.66 - $315.67 $9.66K - $12.3K
512 $141K
BWXT
Bwx Technologies, Inc.

Industrials
201
+ 1546.15%
$111.39 - $133.28 $22.4K - $26.8K
214 $23K
POWL
Powell Industries Inc

Industrials
99
+ 123.75%
$221.65 - $352.37 $21.9K - $34.9K
179 $39K
MINO
Pimco ETF Tr Municipal Income

ETFs
490
+ 63.23%
$44.94 - $46.07 $22K - $22.6K
1.27K $57K
YUMC
Yum China Holdings, Inc.

Consumer Cyclical
462
+ 689.55%
$43.37 - $51.46 $20K - $23.8K
529 $25K
VNT
Vontier Corp

Technology
592
New
$33.03 - $40.45 $19.6K - $23.9K
592 $21K
Activity Summary
Buys All Purchases 979 New Holdings 226 Increased Positions 753 Sells All Sells 717 Reductions 716 Sold out 1 Options Calls 0 Puts 0
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