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
ROKU
Roku, Inc

Communication Services
209
New
$64.08 - $84.12 $13.4K - $17.6K
209 $15K
OZK
Bank Ozk

Financial Services
347
New
$41.39 - $50.55 $14.4K - $17.5K
347 $15K
XJUN
Ft Exch Trd Fd Viii Cboe Vest

ETFs
398
New
$37.81 - $38.94 $15K - $15.5K
398 $15K
RBLX
Roblox Corp

Communication Services
75
+ 9.64%
$39.86 - $61.45 $2.99K - $4.61K
853 $49K
NXPI
Nxp Semiconductors N.V.

Technology
112
+ 36.36%
$207.27 - $255.58 $23.2K - $28.6K
420 $87K
NWL
Newell Brands Inc.

Consumer Defensive
1.27K
+ 159.92%
$7.18 - $11.63 $9.08K - $14.7K
2.06K $20K
USFD
Us Foods Holding Corp.

Consumer Defensive
189
+ 94.5%
$60.65 - $72.33 $11.5K - $13.7K
389 $26K
UNIT
Uniti Group Inc.

Real Estate
2.58K
+ 1105.15%
$5.07 - $6.12 $13.1K - $15.8K
2.81K $15K
CTRA
Coterra Energy Inc.

Energy
265
+ 6.17%
$22.71 - $27.63 $6.02K - $7.32K
4.56K $116K
VFC
V F Corp

Consumer Cyclical
413
+ 12.25%
$16.7 - $22.59 $6.9K - $9.33K
3.78K $81K
ARGX
Argenx Se

Healthcare
18
+ 56.25%
$520.52 - $638.33 $9.37K - $11.5K
50 $30K
ESRT
Empire State Realty Trust, Inc.

Real Estate
4.11K
+ 10.65%
$10.06 - $11.43 $41.3K - $46.9K
42.7K $440K
TOST
Toast, Inc.

Technology
379
New
$27.43 - $43.54 $10.4K - $16.5K
379 $13K
PACB
Pacific Biosciences Of California, Inc.

Healthcare
7.56K
New
$1.55 - $2.65 $11.7K - $20K
7.56K $13K
CNTB
Connect Biopharma Holdings LTD

Healthcare
10.9K
New
$0.95 - $1.52 $10.4K - $16.6K
10.9K $13K
PENN
Penn National Gaming Inc

Consumer Cyclical
660
New
$18.13 - $22.34 $12K - $14.7K
660 $13K
KGC
Kinross Gold Corp

Basic Materials
1.4K
+ 505.05%
$9.03 - $10.75 $12.6K - $15K
1.68K $15K
IXC
Ishares Tr Global Energy ETF

ETFs
384
+ 72.18%
$36.95 - $43.06 $14.2K - $16.5K
916 $34K
DVA
Davita Inc.

Healthcare
123
+ 30.6%
$139.81 - $167.96 $17.2K - $20.7K
525 $78K
USIG
Ishares Tr Broad Usd Inbd Etfv

ETFs
274
+ 52.29%
$50.14 - $52.56 $13.7K - $14.4K
798 $40K
POST
Post Holdings, Inc.

Consumer Defensive
107
New
$106.14 - $120.72 $11.4K - $12.9K
107 $12K
GD
General Dynamics Corp

Industrials
260
+ 17.81%
$260.28 - $314.03 $67.7K - $81.6K
1.72K $453K
TRMB
Trimble Inc.

Technology
175
New
$60.21 - $75.4 $10.5K - $13.2K
175 $12K
ABNB
Airbnb, Inc.

Consumer Cyclical
6
+ 0.24%
$125.36 - $147.37 $752 - $884
2.49K $326K
PII
Polaris Inc.

Consumer Cyclical
254
+ 295.35%
$56.74 - $83.06 $14.4K - $21.1K
340 $19K
ESI
Element Solutions Inc

Basic Materials
479
New
$24.64 - $29.33 $11.8K - $14K
479 $12K
LII
Lennox International Inc

Industrials
19
+ 29.69%
$589.36 - $678.43 $11.2K - $12.9K
83 $50K
VRSN
Verisign Inc

Technology
15
+ 2.64%
$176.68 - $206.96 $2.65K - $3.1K
584 $120K
VMI
Valmont Industries Inc

Industrials
34
+ 283.33%
$287.0 - $352.14 $9.76K - $12K
46 $14K
AEM
Agnico Eagle Mines LTD

Basic Materials
139
+ 106.11%
$75.99 - $88.85 $10.6K - $12.4K
270 $21K
DBX
Dropbox, Inc.

Technology
352
+ 308.77%
$25.05 - $30.8 $8.82K - $10.8K
466 $13K
TEF
Telefonica S A

Communication Services
4.42K
+ 61.24%
$4.02 - $4.88 $17.8K - $21.6K
11.6K $46K
NWS
News Corp New Cl B Com Stk (De

Communication Services
95
+ 3.06%
$27.03 - $32.79 $2.57K - $3.12K
3.2K $97K
AHG
Akso Health Group

Financial Services
7.48K
New
$0.74 - $1.84 $5.54K - $13.8K
7.48K $11K
RPM
Rpm International Inc

Basic Materials
89
+ 56.33%
$120.09 - $140.26 $10.7K - $12.5K
247 $30K
WOLF
Wolfspeed, Inc.

Technology
1.67K
New
$6.44 - $16.2 $10.8K - $27.1K
1.67K $11K
GNTX
Gentex Corp

Consumer Cyclical
395
+ 36.85%
$28.6 - $31.34 $11.3K - $12.4K
1.47K $42K
FTQI
First Trust ETF Vi First Trust

ETFs
422
+ 12.36%
$20.23 - $21.46 $8.54K - $9.06K
3.84K $79K
DDS
Dillard'S, Inc.

Consumer Cyclical
12
+ 14.46%
$357.11 - $465.97 $4.29K - $5.59K
95 $41K
DY
Dycom Industries Inc

Industrials
92
+ 35.94%
$168.3 - $202.91 $15.5K - $18.7K
348 $60K
PRI
Primerica, Inc.

Financial Services
37
New
$265.71 - $304.93 $9.83K - $11.3K
37 $10K
DHT
Dht Holdings, Inc.

Energy
1.16K
New
$8.89 - $12.06 $10.3K - $13.9K
1.16K $10K
AAON
Aaon, Inc.

Industrials
90
New
$106.25 - $140.75 $9.56K - $12.7K
90 $10K
CCEP
Coca Cola Europacific Partners PLC

Consumer Defensive
125
+ 105.04%
$74.71 - $79.24 $9.34K - $9.91K
244 $18K
UI
Ubiquiti Inc.

Technology
4
+ 5.8%
$223.6 - $362.72 $894 - $1.45K
73 $24K
PFF
Ishares Trust Ishares Pfd And

ETFs
313
New
$31.23 - $33.51 $9.77K - $10.5K
313 $9K
SWKS
Skyworks Solutions, Inc.

Technology
130
+ 43.48%
$83.18 - $99.15 $10.8K - $12.9K
429 $38K
HURN
Huron Consulting Group Inc.

Industrials
49
+ 30.25%
$103.48 - $129.83 $5.07K - $6.36K
211 $26K
DEI
Douglas Emmett Inc

Real Estate
460
+ 208.14%
$17.33 - $20.32 $7.97K - $9.35K
681 $12K
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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