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
PBA
Pembina Pipeline Corp

Energy
272
+ 181.33%
$35.89 - $43.35 $9.76K - $11.8K
422 $15K
ACVA
Acv Auctions Inc.

Consumer Cyclical
319
+ 15.01%
$17.04 - $23.17 $5.44K - $7.39K
2.44K $52K
EFG
Msci Eafe Growth ETF

ETFs
801
+ 12.69%
$96.83 - $106.88 $77.6K - $85.6K
7.11K $688K
MTSI
Macom Technology Solutions Holdings, Inc.

Technology
63
+ 106.78%
$107.0 - $142.46 $6.74K - $8.97K
122 $15K
ZS
Zscaler, Inc.

Technology
31
+ 11.36%
$166.99 - $211.99 $5.18K - $6.57K
304 $54K
RHP
Ryman Hospitality Properties, Inc.

Real Estate
89
+ 30.27%
$104.34 - $118.84 $9.29K - $10.6K
383 $39K
DXJ
Wisdomtree Trust Japan Hedged

ETFs
77
New
$105.85 - $112.84 $8.15K - $8.69K
77 $8K
AZPN
Aspen Technology, Inc.

Technology
32
+ 320.0%
$231.19 - $253.16 $7.4K - $8.1K
42 $10K
HPQ
Hp Inc

Technology
1.26K
+ 12.25%
$32.46 - $39.3 $40.9K - $49.5K
11.5K $376K
SNDR
Schneider National, Inc.

Industrials
284
New
$26.97 - $33.61 $7.66K - $9.55K
284 $8K
SU
Suncor Energy Inc

Energy
233
+ 72.14%
$34.5 - $41.53 $8.04K - $9.68K
556 $19K
TSN
Tyson Foods, Inc.

Consumer Defensive
170
+ 20.63%
$57.14 - $64.54 $9.71K - $11K
994 $57K
KWEB
Kraneshares Tr Csi China Inter

ETFs
300
New
$29.11 - $38.87 $8.73K - $11.7K
300 $8K
VTRS
Viatris Inc

Healthcare
217
+ 4.34%
$11.32 - $13.37 $2.46K - $2.9K
5.22K $65K
ICLN
Ishares

ETFs
626
New
$11.35 - $14.51 $7.11K - $9.08K
626 $7K
TRP
Tc Energy Corp

Energy
149
+ 39.95%
$44.03 - $50.23 $6.56K - $7.48K
522 $24K
CNQ
Canadian Natural Resources LTD

Energy
311
+ 27.26%
$29.51 - $37.6 $9.18K - $11.7K
1.45K $44K
ACHC
Acadia Healthcare Company, Inc.

Healthcare
199
+ 442.22%
$37.09 - $62.41 $7.38K - $12.4K
244 $9K
SPYV
Spdr Portfolio S&P 500 Value E

ETFs
4.81K
+ 3.46%
$51.09 - $55.27 $246K - $266K
144K $7.36M
BLD
Top Build Corp

Industrials
24
New
$308.96 - $414.77 $7.42K - $9.95K
24 $7K
PARA
Paramount Global

Communication Services
716
+ 241.08%
$10.27 - $11.57 $7.35K - $8.28K
1.01K $10K
PNFP
Pinnacle Financial Partners Inc

Financial Services
28
+ 12.12%
$92.95 - $129.87 $2.6K - $3.64K
259 $29K
PBH
Prestige Consumer Healthcare Inc.

Healthcare
4
+ 0.34%
$67.53 - $85.82 $270 - $343
1.17K $91K
JCI
Johnson Controls International PLC

Industrials
20
+ 0.53%
$74.23 - $86.6 $1.48K - $1.73K
3.83K $302K
CASY
Caseys General Stores Inc

Consumer Cyclical
8
+ 4.57%
$366.65 - $427.88 $2.93K - $3.42K
183 $72K
CALM
Cal Maine Foods Inc

Consumer Defensive
69
New
$75.41 - $112.24 $5.2K - $7.74K
69 $7K
SHV
Ishares Tr

ETFs
75
+ 5.11%
$109.92 - $110.57 $8.24K - $8.29K
1.54K $169K
AER
Aer Cap Holdings N.V.

Industrials
59
+ 8.91%
$91.85 - $100.3 $5.42K - $5.92K
721 $68K
BMRN
Biomarin Pharmaceutical Inc

Healthcare
101
+ 42.62%
$61.93 - $70.49 $6.25K - $7.12K
338 $22K
PATH
Ui Path, Inc.

Technology
453
+ 74.14%
$11.95 - $15.5 $5.41K - $7.02K
1.06K $13K
TTD
Trade Desk, Inc.

Technology
17
+ 3.05%
$108.7 - $139.51 $1.85K - $2.37K
575 $67K
GGG
Graco Inc

Industrials
74
New
$81.45 - $92.29 $6.03K - $6.83K
74 $6K
PBTP
Invesco ETF Tr Ii Purebeta 0 5

ETFs
227
+ 12.89%
$25.34 - $25.59 $5.75K - $5.81K
1.99K $50K
IPG
Interpublic Group Of Companies, Inc.

Communication Services
573
+ 20.7%
$27.09 - $32.06 $15.5K - $18.4K
3.34K $93K
FCN
Fti Consulting, Inc

Industrials
57
+ 45.97%
$190.39 - $231.2 $10.9K - $13.2K
181 $34K
NTR
Nutrien Ltd.

Basic Materials
148
+ 159.14%
$44.04 - $50.78 $6.52K - $7.52K
241 $10K
WCC
Wesco International Inc

Industrials
9
+ 2.65%
$164.11 - $213.19 $1.48K - $1.92K
348 $62K
SMMU
Pimco ETF Tr Sht Term Mun Bd A

ETFs
136
+ 26.93%
$49.74 - $50.43 $6.76K - $6.86K
641 $31K
PLXS
Plexus Corp

Technology
40
New
$133.8 - $168.44 $5.35K - $6.74K
40 $6K
EHC
Encompass Health Corp

Healthcare
73
+ 76.04%
$92.35 - $103.77 $6.74K - $7.58K
169 $15K
FIX
Comfort Systems Usa Inc

Industrials
2
+ 1.48%
$370.68 - $504.12 $741 - $1.01K
137 $58K
GLOB
Globant S.A.

Technology
18
+ 18.37%
$193.45 - $236.83 $3.48K - $4.26K
116 $24K
AVTR
Avantor, Inc.

Basic Materials
295
+ 97.04%
$19.72 - $25.54 $5.82K - $7.53K
599 $12K
SJM
J M Smucker CO

Consumer Defensive
126
+ 14.98%
$106.92 - $121.75 $13.5K - $15.3K
967 $106K
CCCS
Ccc Intelligent Solutions Holdings Inc.

Technology
434
New
$10.4 - $12.75 $4.51K - $5.53K
434 $5K
CFR
Cullen/Frost Bankers, Inc.

Financial Services
38
New
$107.98 - $143.92 $4.1K - $5.47K
38 $5K
OSIS
Osi Systems Inc

Technology
30
New
$131.41 - $187.75 $3.94K - $5.63K
30 $5K
SEIC
Sei Investments CO

Financial Services
66
New
$69.36 - $86.58 $4.58K - $5.71K
66 $5K
RRC
Range Resources Corp

Energy
140
New
$29.77 - $36.41 $4.17K - $5.1K
140 $5K
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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