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
REI
Ring Energy, Inc.

Energy
1.36K
+ 82.99%
$1.22 - $1.8 $1.66K - $2.45K
3K $4K
MNTK
Montauk Renewables, Inc.

Utilities
563
New
$3.73 - $6.03 $2.1K - $3.39K
563 $2K
JPIN
Jp Morgan Diversified Return I

ETFs
57
+ 34.34%
$53.56 - $59.9 $3.05K - $3.41K
223 $11K
THC
Tenet Healthcare Corp

Healthcare
84
+ 39.81%
$125.42 - $168.52 $10.5K - $14.2K
295 $37K
IDA
Idacorp Inc

Utilities
15
+ 21.43%
$100.11 - $118.96 $1.5K - $1.78K
85 $9K
VWOB
Vanguard Emerging Mkts Govt Bd

ETFs
44
New
N/A
44 $2K
TW
Tradeweb Markets Inc.

Financial Services
10
+ 11.76%
$124.87 - $136.32 $1.25K - $1.36K
95 $12K
PTCT
Ptc Therapeutics, Inc.

Healthcare
46
New
$34.99 - $52.07 $1.61K - $2.4K
46 $2K
ZG
Zillow Group, Inc.

Communication Services
3
+ 2.14%
$56.08 - $82.33 $168 - $247
143 $10K
BSCR
Invesco Et Self Idxd Fd Tr Bul

ETFs
132
New
$19.42 - $19.76 $2.56K - $2.61K
132 $2K
GTLB
Gitlab Inc.

Technology
50
New
$48.76 - $67.19 $2.44K - $3.36K
50 $2K
AUB
Atlantic Union Bankshares Corp

Financial Services
62
New
$36.13 - $43.55 $2.24K - $2.7K
62 $2K
CHWY
Chewy, Inc.

Consumer Cyclical
79
New
$26.51 - $35.87 $2.09K - $2.83K
79 $2K
IHDG
Wisdomtree Tr

ETFs
44
+ 57.89%
$43.38 - $46.0 $1.91K - $2.02K
120 $5K
UVE
Universal Insurance Holdings, Inc.

Financial Services
16
+ 35.56%
$16.9 - $22.98 $270 - $368
61 $1K
SMR
Nuscale Power Corp

Industrials
80
New
$11.69 - $30.21 $935 - $2.42K
80 $1K
HLI
Houlihan Lokey, Inc.

Financial Services
1
+ 5.56%
$158.81 - $190.49 $159 - $190
19 $3K
CSL
Carlisle Companies Inc

Industrials
29
+ 25.0%
$368.67 - $480.91 $10.7K - $13.9K
145 $53K
FLS
Flowserve Corp

Industrials
8
+ 16.33%
$51.87 - $62.0 $415 - $496
57 $3K
AEIS
Advanced Energy Industries Inc

Industrials
6
+ 16.22%
$101.71 - $122.72 $610 - $736
43 $4K
NOK
Nokia Corp

Technology
35
+ 0.4%
$4.13 - $4.95 $145 - $173
8.82K $39K
EMLC
Vaneck ETF Tr J.P. Morgan Em L

ETFs
59
New
$23.11 - $25.17 $1.36K - $1.49K
59 $1K
IONQ
Ion Q, Inc.

Technology
26
+ 650.0%
$8.17 - $48.24 $212 - $1.25K
30 $1K
AESR
Two Rds Shared Tranfield Us Eq

ETFs
62
New
$16.85 - $18.09 $1.04K - $1.12K
62 $1K
BERY
Berry Global Group, Inc.

Consumer Cyclical
42
+ 12.88%
$64.2 - $72.31 $2.7K - $3.04K
368 $23K
CCS
Century Communities, Inc.

Consumer Cyclical
24
New
$72.88 - $103.59 $1.75K - $2.49K
24 $1K
CRS
Carpenter Technology Corp

Industrials
2
+ 12.5%
$149.5 - $196.14 $299 - $392
18 $3K
MDIV
First Trust Multi Asset Divers

ETFs
96
+ 5.99%
$15.95 - $16.94 $1.53K - $1.63K
1.7K $27K
MORN
Morningstar, Inc.

Financial Services
2
+ 4.55%
$312.56 - $358.78 $625 - $718
46 $15K
CDE
Coeur Mining, Inc.

Basic Materials
195
+ 113.37%
$5.61 - $7.39 $1.09K - $1.44K
367 $2K
IVZ
Invesco Ltd.

Financial Services
30
+ 1.17%
$16.78 - $18.63 $503 - $559
2.59K $45K
PPI
Investment Mngers Ser Tr Ii Ax

ETFs
88
+ 36.07%
$14.4 - $15.75 $1.27K - $1.39K
332 $4K
RIG
Transocean Ltd.

Energy
273
New
$3.47 - $4.67 $947 - $1.27K
273 $1K
NIC
Nicolet Bankshares Inc

Financial Services
6
+ 60.0%
$90.86 - $115.0 $545 - $690
16 $1K
TGTX
Tg Therapeutics, Inc.

Healthcare
18
+ 90.0%
$21.31 - $35.09 $384 - $632
38 $1K
HEFA
Ishares Currency Hedged Msci E

ETFs
17
+ 4.33%
$34.42 - $35.88 $585 - $610
410 $14K
PR
Permian Resources Corporation

Energy
39
+ 3.24%
$13.41 - $16.21 $523 - $632
1.24K $17K
WU
Western Union CO

Financial Services
104
New
$10.52 - $11.94 $1.09K - $1.24K
104 $1K
SUB
Ishares Short Term National Mu

ETFs
13
+ 5.49%
$104.94 - $106.2 $1.36K - $1.38K
250 $26K
BOX
Box Inc

Technology
15
+ 68.18%
$31.6 - $35.65 $474 - $535
37 $1K
VLUE
Ishares Msci Usa Value Factor

ETFs
11
+ 18.64%
$104.01 - $115.38 $1.14K - $1.27K
70 $7K
BHR
Braemar Hotels & Resorts Inc.

Real Estate
128
+ 57.92%
$2.76 - $3.76 $353 - $481
349 $1K
WSC
Will Scot Mobile Mini Holdings Corp.

Industrials
185
+ 14.97%
$32.93 - $39.8 $6.09K - $7.36K
1.42K $47K
ROAD
Construction Partners, Inc.

Industrials
15
New
$67.44 - $101.86 $1.01K - $1.53K
15 $1K
WWD
Woodward, Inc.

Industrials
9
+ 9.78%
$159.67 - $187.29 $1.44K - $1.69K
101 $16K
BHB
Bar Harbor Bankshares

Financial Services
19
+ 118.75%
$28.81 - $38.23 $547 - $726
35 $1K
NBHC
National Bank Holdings Corp

Financial Services
38
New
$40.09 - $51.24 $1.52K - $1.95K
38 $1K
NFG
National Fuel Gas CO

Energy
3
+ 1.66%
$58.89 - $64.23 $177 - $193
184 $11K
IRT
Independence Realty Trust, Inc.

Real Estate
31
+ 37.35%
$18.78 - $22.01 $582 - $682
114 $2K
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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