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
REET
Ishares Global Reit ETF

ETFs
953
+ 11.0%
$23.43 - $26.54 $22.3K - $25.3K
9.61K $230K
IEO
Ishares Tr

ETFs
7
+ 0.94%
$85.22 - $101.77 $597 - $712
752 $67K
GIS
General Mills Inc

Consumer Defensive
1.08K
+ 15.59%
$62.78 - $74.62 $67.8K - $80.6K
8.01K $510K
EMGF
Ishares Msci Emerging Markets

ETFs
8
+ 1.8%
$45.23 - $51.49 $362 - $412
452 $20K
FNDF
Schwab Fundamental Intl Large

ETFs
23
+ 3.0%
$32.92 - $37.15 $757 - $854
790 $26K
BSCT
Invesco Index Fd Tr Bulletshar

ETFs
155
+ 1.47%
$18.28 - $18.87 $2.83K - $2.92K
10.7K $196K
BRO
Brown & Brown, Inc.

Financial Services
11
+ 0.53%
$100.93 - $113.42 $1.11K - $1.25K
2.1K $214K
ATR
Aptargroup, Inc.

Healthcare
16
+ 1.11%
$156.73 - $176.15 $2.51K - $2.82K
1.46K $228K
KRG
Kite Realty Group Trust

Real Estate
20
+ 0.81%
$24.49 - $27.85 $490 - $557
2.5K $63K
BMI
Badger Meter Inc

Technology
3
+ 0.95%
$199.06 - $237.67 $597 - $713
319 $67K
HL
Hecla Mining CO

Basic Materials
278
+ 10.55%
$4.86 - $7.53 $1.35K - $2.09K
2.91K $14K
ENPH
Enphase Energy, Inc.

Technology
321
+ 56.32%
$59.52 - $111.18 $19.1K - $35.7K
891 $61K
HMY
Harmony Gold Mining CO LTD

Basic Materials
367
+ 12.79%
$8.14 - $12.23 $2.99K - $4.49K
3.24K $26K
VALE
Vale S.A.

Basic Materials
464
+ 18.67%
$8.74 - $11.78 $4.06K - $5.47K
2.95K $26K
RIO
Rio Tinto PLC

Basic Materials
120
+ 13.06%
$58.59 - $71.15 $7.03K - $8.54K
1.04K $61K
CRUS
Cirrus Logic, Inc.

Technology
74
+ 16.67%
$99.58 - $125.3 $7.37K - $9.27K
518 $51K
CTRE
Care Trust Reit, Inc.

Real Estate
22
+ 1.48%
$26.8 - $32.79 $590 - $721
1.51K $40K
QSR
Restaurant Brands International Inc.

Consumer Cyclical
163
+ 7.01%
$64.91 - $73.47 $10.6K - $12K
2.49K $162K
ISCF
Ishares Msci Intl Small Cap Mu

ETFs
326
+ 6.24%
$31.83 - $34.97 $10.4K - $11.4K
5.55K $179K
OLED
Universal Display Corp Pa

Technology
4
+ 5.19%
$146.2 - $213.81 $585 - $855
81 $11K
HALO
Halozyme Therapeutics, Inc.

Healthcare
25
+ 3.3%
$42.57 - $61.09 $1.06K - $1.53K
782 $37K
STWD
Starwood Property Trust, Inc.

Real Estate
52
+ 1.02%
$18.95 - $20.37 $985 - $1.06K
5.18K $98K
AMAT
Applied Materials Inc

Technology
1.21K
+ 23.55%
$161.44 - $213.89 $195K - $258K
6.34K $1.03M
UCON
First Tr ETF Viii Tcw Unconstr

ETFs
3
+ 0.02%
$24.55 - $25.16 $73.7 - $75.5
14.9K $366K
NU
Nu Holdings Ltd.

Financial Services
304
+ 9.29%
$10.24 - $15.89 $3.11K - $4.83K
3.58K $37K
ES
Eversource Energy

Utilities
109
+ 8.31%
$55.9 - $67.73 $6.09K - $7.38K
1.42K $81K
CROX
Crocs, Inc.

Consumer Cyclical
23
+ 7.64%
$96.51 - $141.93 $2.22K - $3.26K
324 $35K
QCOM
Qualcomm Inc

Technology
1.62K
+ 10.33%
$150.4 - $178.04 $244K - $289K
17.3K $2.66M
YUM
Yum Brands Inc

Consumer Cyclical
10
+ 0.48%
$130.36 - $139.54 $1.3K - $1.4K
2.08K $278K
CUBE
Cube Smart

Real Estate
429
+ 16.22%
$41.74 - $53.03 $17.9K - $22.7K
3.07K $131K
ARE
Alexandria Real Estate Equities, Inc.

Real Estate
250
+ 14.86%
$97.29 - $122.68 $24.3K - $30.7K
1.93K $188K
ETR
Entergy Corp

Utilities
528
+ 57.14%
$73.19 - $156.4 $38.6K - $82.6K
1.45K $110K
EMHC
Spdr Bloomberg Emerging Market
2.49K
+ 4.63%
$23.7 - $25.01 $59K - $62.3K
56.2K $1.34M
VHT
Vanguard Health Care ETF

ETFs
93
+ 7.01%
$250.81 - $283.3 $23.3K - $26.3K
1.42K $359K
A
Agilent Technologies, Inc.

Healthcare
28
+ 1.95%
$125.69 - $146.56 $3.52K - $4.1K
1.46K $196K
TSCO
Tractor Supply CO

Consumer Cyclical
3.47K
+ 411.74%
$52.59 - $303.74 $183K - $1.05M
4.31K $228K
ORCL
Oracle Corp

Technology
274
+ 1.61%
$165.41 - $192.43 $45.3K - $52.7K
17.3K $2.89M
CAT
Caterpillar Inc

Industrials
192
+ 6.13%
$360.37 - $416.88 $69.2K - $80K
3.32K $1.21M
AGL
Agilon Health, Inc.

Healthcare
900
+ 8.3%
$1.57 - $3.67 $1.41K - $3.3K
11.7K $22K
FE
Firstenergy Corp

Utilities
19
+ 0.36%
$39.14 - $44.52 $744 - $846
5.3K $210K
SWK
Stanley Black & Decker, Inc.

Industrials
111
+ 10.25%
$79.07 - $109.36 $8.78K - $12.1K
1.19K $95K
NSC
Norfolk Southern Corp

Industrials
38
+ 1.49%
$230.6 - $277.0 $8.76K - $10.5K
2.59K $607K
HSY
Hershey CO

Consumer Defensive
20
+ 1.24%
$168.67 - $193.65 $3.37K - $3.87K
1.63K $276K
MTD
Mettler Toledo International Inc

Healthcare
3
+ 2.16%
$1160.67 - $1498.12 $3.48K - $4.49K
142 $173K
FSLR
First Solar, Inc.

Technology
134
+ 16.86%
$175.88 - $240.66 $23.6K - $32.2K
929 $163K
PLD
Prologis, Inc.

Real Estate
7.83K
+ 18.58%
$101.4 - $126.96 $794K - $994K
50K $5.28M
FR
First Industrial Realty Trust Inc

Real Estate
178
+ 2.08%
$49.6 - $55.9 $8.83K - $9.95K
8.75K $438K
EBND
Spdr Bloomberg Emerging Market

ETFs
6.24K
+ 6.58%
$19.53 - $21.1 $122K - $132K
101K $1.97M
FUTY
Fidelity Covington Tr Msci Uti

ETFs
777
+ 2.74%
$48.17 - $53.38 $37.4K - $41.5K
29.2K $1.42M
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