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
WFC
Wells Fargo & Company

Financial Services
4.24K
+ 23.49%
$54.98 - $77.35 $233K - $328K
22.3K $1.57M
AMT
American Tower Corp

Real Estate
4.9K
+ 67.74%
$179.4 - $232.01 $878K - $1.14M
12.1K $2.22M
DMXF
Ishares Esg Advanced Msci Eafe

Technology
8.3K
+ 1857.27%
$64.62 - $71.43 $536K - $593K
8.75K $565K
IWV
Ishares Russell 3000 ETF

ETFs
1.49K
+ 31.48%
$323.08 - $349.08 $480K - $518K
6.2K $2.07M
XLY
Select Sector Spdr Consumer Di

ETFs
714
+ 4.86%
$194.8 - $239.43 $139K - $171K
15.4K $3.46M
PLTR
Palantir Technologies Inc.

Technology
1.99K
+ 22.05%
$36.46 - $82.38 $72.6K - $164K
11K $833K
DXCM
Dexcom Inc

Healthcare
5.84K
+ 165.33%
$65.68 - $81.01 $383K - $473K
9.37K $728K
FFIV
F5, Inc.

Technology
1.46K
+ 40.1%
$213.56 - $263.36 $312K - $385K
5.11K $1.29M
XLP
Consumer Staples Sector Spdr

ETFs
6.33K
+ 31.85%
N/A
26.2K $1.99M
TSM
Taiwan Semiconductor Manufacturing CO LTD

Technology
851
+ 6.55%
$172.07 - $207.36 $146K - $176K
13.8K $2.73M
XLE
Energy Sector Spdr

ETFs
5.88K
+ 24.7%
$83.32 - $97.27 $490K - $572K
29.7K $2.54M
DAL
Delta Air Lines, Inc.

Industrials
6.08K
+ 72.3%
$47.46 - $65.77 $289K - $400K
14.5K $877K
BNDX
Vanguard Total International B

ETFs
21.2K
+ 4.4%
$48.91 - $50.61 $1.04M - $1.07M
502K $24.6M
IJR
Ishares Core S&P Sm Cap ETF

ETFs
3.91K
+ 77.98%
$113.92 - $127.38 $445K - $498K
8.92K $1.03M
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
1.12K
+ 9.39%
$442.29 - $483.08 $494K - $540K
13K $5.9M
DFSV
Dimensional ETF Tr Dimensional

ETFs
13.7K
+ 60.16%
$30.18 - $33.87 $413K - $463K
36.4K $1.12M
DVY
Ishares Tr

ETFs
3.36K
+ 60.41%
$129.55 - $143.41 $436K - $482K
8.93K $1.17M
DUHP
Dimensional ETF Tr Dimensional

ETFs
12.2K
+ 58.85%
$33.62 - $35.69 $411K - $436K
33K $1.12M
NVS
Novartis Ag

Healthcare
4.61K
+ 199.22%
$96.78 - $117.18 $446K - $540K
6.92K $673K
MDT
Medtronic PLC

Healthcare
8.09K
+ 34.22%
$79.61 - $92.24 $644K - $747K
31.7K $2.54M
RCL
Royal Caribbean Cruises LTD

Consumer Cyclical
1.3K
+ 77.28%
$173.13 - $258.09 $224K - $334K
2.97K $685K
SCHW
Schwab Charles Corp

Financial Services
3.13K
+ 19.77%
$63.31 - $82.85 $198K - $260K
19K $1.41M
SUI
Sun Communities Inc

Real Estate
3.29K
+ 114.18%
$119.89 - $139.05 $395K - $458K
6.18K $759K
MSI
Motorola Solutions, Inc.

Technology
771
+ 75.15%
$449.08 - $504.6 $346K - $389K
1.8K $830K
VOOG
Vanguard S&P 500 Growth ETF

ETFs
1K
New
$340.59 - $380.5 $341K - $381K
1K $366K
EAGG
Ishares Esg Aware U.S. Aggrega

ETFs
8.24K
+ 108.36%
$46.33 - $48.6 $382K - $401K
15.8K $735K
HIG
Hartford Financial Services Group, Inc.

Financial Services
4.14K
+ 38.14%
$107.06 - $123.74 $443K - $512K
15K $1.64M
GDDY
Go Daddy Inc.

Technology
1.74K
New
$153.16 - $209.03 $266K - $363K
1.74K $343K
VCLT
Vanguard Lg Trm Corp Bd ETF

ETFs
4.58K
+ 57262.5%
$74.68 - $81.45 $342K - $373K
4.59K $343K
SE
Sea LTD

Consumer Cyclical
3.19K
+ 1251.37%
$93.56 - $117.41 $299K - $375K
3.45K $365K
MRVL
Marvell Technology, Inc.

Technology
2.73K
+ 266.89%
$70.31 - $124.78 $192K - $341K
3.76K $414K
CSCO
Cisco Systems, Inc.

Technology
2.72K
+ 9.67%
$52.45 - $60.02 $142K - $163K
30.8K $1.82M
WY
Weyerhaeuser CO

Real Estate
13.5K
+ 141.56%
$27.21 - $33.7 $367K - $455K
23K $648K
VONG
Vanguard Russell 1000 Growth E

ETFs
2.41K
+ 22.45%
$95.27 - $107.82 $230K - $260K
13.1K $1.36M
CMI
Cummins Inc

Industrials
706
+ 23.85%
$324.93 - $383.42 $229K - $271K
3.67K $1.28M
IWM
Ishares Russell 2000 ETF

ETFs
1.45K
+ 117.96%
$216.13 - $242.4 $312K - $350K
2.67K $589K
MUB
Ishares National Muni Bond ETF

ETFs
3.09K
+ 61.24%
$105.78 - $108.7 $327K - $336K
8.14K $867K
ESS
Essex Property Trust, Inc.

Real Estate
1.15K
+ 24.92%
N/A
5.75K $1.57M
FRT
Federal Realty Investment Trust

Real Estate
3.06K
+ 29.47%
$109.55 - $117.53 $335K - $360K
13.4K $1.5M
DELL
Dell Technologies Inc.

Technology
2.85K
+ 49.08%
$111.96 - $144.21 $319K - $411K
8.65K $997K
FEX
First Tr Large Cap Core Alphde

ETFs
2.95K
+ 1040.64%
$103.29 - $112.88 $304K - $332K
3.23K $336K
FDG
American Centy ETF Tr Focused

ETFs
2.88K
+ 860.9%
$91.61 - $109.13 $264K - $315K
3.22K $334K
PGRO
Putnam ETF Tr Putnam Focused L

ETFs
7.67K
New
$35.61 - $40.35 $273K - $309K
7.67K $297K
IWP
Ishares Russell Mid Cap Growth

ETFs
2.34K
+ 12988.89%
$116.4 - $138.52 $272K - $324K
2.36K $298K
AXP
American Express CO

Financial Services
367
+ 5.18%
$267.35 - $305.57 $98.1K - $112K
7.45K $2.21M
TPR
Tapestry, Inc.

Consumer Cyclical
3.32K
+ 90.39%
$43.54 - $66.18 $145K - $220K
6.99K $456K
IRM
Iron Mountain Inc

Real Estate
5.49K
+ 25.25%
$101.62 - $128.14 $558K - $703K
27.2K $2.86M
PM
Philip Morris International Inc.

Consumer Defensive
2.38K
+ 27.36%
$118.38 - $133.06 $282K - $317K
11.1K $1.33M
WSM
Williams Sonoma Inc

Consumer Cyclical
1.21K
+ 85.91%
$129.13 - $198.21 $157K - $240K
2.63K $486K
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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