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
VEEV
Veeva Systems Inc

Healthcare
101
+ 10.97%
$201.81 - $250.45 $20.4K - $25.3K
1.02K $214K
ADI
Analog Devices Inc

Technology
354
+ 11.5%
$206.35 - $236.48 $73K - $83.7K
3.43K $729K
WHR
Whirlpool Corp

Consumer Cyclical
163
+ 49.1%
$99.28 - $124.45 $16.2K - $20.3K
495 $56K
FHN
First Horizon Corp

Financial Services
6
+ 0.13%
$14.91 - $21.42 $89.5 - $129
4.71K $94K
MUFG
Mitsubishi Ufj Financial Group Inc

Financial Services
658
+ 7.77%
$9.95 - $12.23 $6.55K - $8.05K
9.13K $107K
CAC
Camden National Corp

Financial Services
470
New
$38.75 - $49.57 $18.2K - $23.3K
470 $20K
SFM
Sprouts Farmers Market, Inc.

Consumer Defensive
142
+ 115.45%
$110.69 - $154.48 $15.7K - $21.9K
265 $33K
DIVB
Ishares Tr U S Divid & Buyback

ETFs
424
New
$46.9 - $50.96 $19.9K - $21.6K
424 $20K
ORA
Ormat Technologies, Inc.

Utilities
835
+ 21.19%
$67.12 - $83.84 $56K - $70K
4.78K $323K
MSCI
Msci Inc.

Financial Services
14
+ 2.03%
$569.09 - $635.99 $7.97K - $8.9K
703 $421K
PCTY
Paylocity Holding Corp

Technology
104
New
$162.14 - $213.79 $16.9K - $22.2K
104 $20K
BEN
Franklin Resources Inc

Financial Services
981
+ 350.36%
$19.35 - $22.76 $19K - $22.3K
1.26K $25K
CBOE
Cboe Global Markets, Inc.

Financial Services
275
+ 7.1%
$191.61 - $217.84 $52.7K - $59.9K
4.15K $810K
MEDP
Medpace Holdings, Inc.

Healthcare
62
+ 27.8%
$308.93 - $363.58 $19.2K - $22.5K
285 $94K
CHKP
Check Point Software Technologies LTD

Technology
196
+ 6.91%
$170.18 - $209.01 $33.4K - $41K
3.03K $566K
BNS
Bank Of Nova Scotia

Financial Services
363
+ 558.46%
$51.5 - $57.02 $18.7K - $20.7K
428 $22K
BIDU
Baidu, Inc.

Communication Services
308
+ 88.51%
$80.33 - $115.13 $24.7K - $35.5K
656 $55K
MAS
Masco Corp

Industrials
322
+ 88.95%
$72.52 - $85.73 $23.4K - $27.6K
684 $49K
ACWX
Ishares Msci Acwi Ex Us ETF

ETFs
382
+ 545.71%
$52.1 - $57.26 $19.9K - $21.9K
452 $23K
CHRW
C. H. Robinson Worldwide, Inc.

Industrials
239
+ 28.76%
$101.82 - $114.06 $24.3K - $27.3K
1.07K $110K
EDU
New Oriental Education & Technology Group Inc.

Consumer Defensive
318
+ 258.54%
$55.05 - $80.66 $17.5K - $25.6K
441 $28K
IWB
Ishares Tr Russell 1000 ETF

ETFs
54
+ 24.88%
$311.11 - $335.64 $16.8K - $18.1K
271 $87K
DT
Dynatrace, Inc.

Technology
340
+ 49.49%
$51.09 - $59.6 $17.4K - $20.3K
1.03K $55K
AVUV
American Centy ETF Tr Avantis

ETFs
197
New
$94.37 - $106.41 $18.6K - $21K
197 $19K
EME
Emcor Group, Inc.

Industrials
28
+ 12.44%
$427.96 - $526.95 $12K - $14.8K
253 $114K
AVUS
American Centy ETF Tr Avantis

ETFs
189
New
$94.36 - $102.06 $17.8K - $19.3K
189 $18K
EQT
Eqt Corp

Energy
172
+ 15.26%
$35.62 - $46.89 $6.13K - $8.07K
1.3K $59K
NBIX
Neurocrine Biosciences Inc

Healthcare
102
+ 65.38%
$111.62 - $139.44 $11.4K - $14.2K
258 $35K
SKT
Tanger Factory Outlet Centers, Inc

Real Estate
209
+ 1.85%
$32.63 - $37.1 $6.82K - $7.75K
11.5K $393K
CGXU
Capital Group Intl Focus Equit

ETFs
765
New
$24.67 - $26.94 $18.9K - $20.6K
765 $18K
RELX
Relx PLC

Communication Services
996
+ 7.32%
$44.45 - $48.63 $44.3K - $48.4K
14.6K $663K
WTW
Willis Towers Watson PLC

Financial Services
56
+ 94.92%
$287.99 - $332.53 $16.1K - $18.6K
115 $35K
REVG
Rev Group, Inc.

Industrials
579
New
$26.35 - $35.23 $15.3K - $20.4K
579 $18K
VTR
Ventas, Inc.

Real Estate
1.42K
+ 11.08%
$57.73 - $66.48 $82.1K - $94.5K
14.3K $839K
GTES
Gates Industrial Corp PLC

Industrials
789
+ 187.41%
$17.3 - $22.93 $13.6K - $18.1K
1.21K $24K
MPWR
Monolithic Power Systems Inc

Technology
122
+ 73.94%
$560.06 - $942.58 $68.3K - $115K
287 $169K
BBW
Build A Bear Workshop Inc

Consumer Cyclical
379
New
$32.66 - $47.94 $12.4K - $18.2K
379 $17K
UAA
Under Armour, Inc.

Consumer Cyclical
2.2K
+ 324.12%
$8.21 - $11.13 $18.1K - $24.5K
2.88K $23K
RLX
Rlx Technology Inc.

Consumer Defensive
8.22K
New
$1.59 - $2.18 $13.1K - $17.9K
8.22K $17K
IPGP
Ipg Photonics Corp

Technology
240
New
$71.88 - $85.75 $17.3K - $20.6K
240 $17K
DSGX
Descartes Systems Group Inc

Technology
132
+ 63.16%
$100.21 - $121.37 $13.2K - $16K
341 $38K
EMO
Clear Bridge Energy Midstream Opportunity Fund Inc.

Financial Services
350
New
$41.88 - $50.49 $14.7K - $17.7K
350 $16K
CRI
Carters Inc

Consumer Cyclical
303
New
$50.33 - $67.47 $15.2K - $20.4K
303 $16K
KEY
Keycorp

Financial Services
886
+ 27.82%
$16.21 - $19.97 $14.4K - $17.7K
4.07K $69K
ULTA
Ulta Beauty, Inc.

Consumer Cyclical
27
+ 32.93%
$338.38 - $446.21 $9.14K - $12K
109 $47K
MP
Mp Materials Corp.

Basic Materials
1.09K
New
$15.6 - $23.11 $17K - $25.1K
1.09K $16K
APG
A Pi Group Corp

Industrials
248
+ 11.55%
$31.48 - $39.26 $7.81K - $9.74K
2.4K $86K
F
Ford Motor CO

Consumer Cyclical
3.23K
+ 12.01%
$9.69 - $11.4 $31.3K - $36.8K
30.1K $298K
EA
Electronic Arts Inc.

Communication Services
69
+ 4.65%
$140.69 - $167.97 $9.71K - $11.6K
1.55K $227K
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
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