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
RNR
Renaissancere Holdings LTD

Financial Services
1.09K
+ 766.9%
$241.97 - $287.47 $264K - $313K
1.23K $306K
INGR
Ingredion Inc

Consumer Defensive
1.9K
+ 220.44%
$132.76 - $154.86 $252K - $294K
2.76K $379K
SNPS
Synopsys Inc

Technology
562
+ 79.83%
$485.36 - $588.0 $273K - $330K
1.27K $614K
COF
Capital One Financial Corp

Financial Services
1.2K
+ 78.65%
$145.19 - $192.01 $174K - $231K
2.73K $486K
SNA
Snap On Inc

Industrials
710
+ 221.18%
$285.44 - $371.35 $203K - $264K
1.03K $350K
EXPE
Expedia Group, Inc.

Consumer Cyclical
1.32K
+ 455.71%
$146.47 - $191.01 $193K - $252K
1.61K $299K
JHG
Janus Henderson Group PLC

Financial Services
5.46K
+ 145.7%
$37.65 - $45.66 $205K - $249K
9.2K $391K
JPST
Jp Morgan ETF Tr Ultra Short I

ETFs
5.46K
+ 7.42%
$50.37 - $50.6 $275K - $276K
79.1K $3.98M
CNHI
Cnh Industrial N.V.

Industrials
23.7K
New
N/A
23.7K $246K
SKX
Skechers Usa Inc

Consumer Cyclical
3.67K
New
$59.24 - $72.0 $218K - $264K
3.67K $246K
LDUR
Pimco Enhanced Low Duration Ac

ETFs
2.61K
+ 68.19%
$94.79 - $95.69 $247K - $250K
6.44K $611K
STAG
Stag Industrial, Inc.

Real Estate
8.02K
+ 149.98%
$33.22 - $39.1 $266K - $314K
13.4K $452K
SSNC
Ss&C Technologies Holdings Inc

Technology
3.19K
+ 996.56%
$69.93 - $77.36 $223K - $247K
3.51K $265K
JBL
Jabil Inc

Technology
1.43K
+ 95.91%
$118.97 - $147.77 $170K - $211K
2.92K $420K
WRB
Berkley W R Corp

Financial Services
4.1K
+ 645.9%
$56.48 - $64.94 $231K - $266K
4.73K $276K
RL
Ralph Lauren Corp

Consumer Cyclical
1.02K
+ 725.71%
$192.23 - $233.41 $195K - $237K
1.16K $267K
SF
Stifel Financial Corp

Financial Services
2.19K
+ 495.03%
$93.4 - $117.72 $205K - $258K
2.64K $279K
GBDC
Golub Capital Bdc, Inc.

Financial Services
15.5K
+ 9307.23%
$14.69 - $15.67 $227K - $242K
15.6K $236K
AZZ
Azz Inc

Industrials
2.86K
+ 11448.0%
$75.86 - $96.0 $217K - $275K
2.89K $236K
VICI
Vici Properties Inc.

Real Estate
13.1K
+ 35.64%
$28.27 - $33.19 $371K - $436K
50K $1.46M
ARCC
Ares Capital Corp

Financial Services
10.6K
New
$20.74 - $22.27 $220K - $236K
10.6K $232K
LHX
L3 Harris Technologies, Inc.

Industrials
1.18K
+ 176.95%
$208.94 - $264.22 $247K - $312K
1.85K $389K
CBT
Cabot Corp

Basic Materials
2.55K
+ 4553.57%
$90.64 - $117.0 $231K - $298K
2.61K $237K
GLPI
Gaming & Leisure Properties, Inc.

Real Estate
5.42K
+ 51.93%
$46.46 - $51.66 $252K - $280K
15.9K $763K
SNX
Td Synnex Corp

Technology
1.93K
+ 2143.33%
$114.71 - $125.79 $221K - $243K
2.02K $236K
BIIB
Biogen Inc.

Healthcare
1.99K
+ 103.6%
$146.47 - $191.55 $291K - $380K
3.9K $596K
ITRN
Ituran Location & Control Ltd.

Technology
7.18K
+ 7556.84%
$26.03 - $31.38 $187K - $225K
7.27K $226K
PEP
Pepsico Inc

Consumer Defensive
3.53K
+ 20.27%
$151.29 - $176.1 $533K - $621K
20.9K $3.18M
CAKE
Cheesecake Factory Inc

Consumer Cyclical
4.69K
+ 67057.14%
$38.7 - $51.36 $182K - $241K
4.7K $223K
BXSL
Blackstone Secured Lending Fund

Financial Services
6.9K
New
$29.25 - $33.27 $202K - $230K
6.9K $223K
SCHX
Schwab Strategic Tr Us Large C

ETFs
9.65K
+ 137842.86%
$22.4 - $68.28 $216K - $659K
9.66K $223K
ARW
Arrow Electronics Inc

Technology
2K
+ 1014.72%
$112.44 - $137.23 $225K - $274K
2.2K $248K
FLEX
Flex Ltd.

Technology
5.67K
+ 798.17%
$32.52 - $41.3 $184K - $234K
6.38K $244K
EINC
Vaneck ETF Tr Vaneck Energy In

ETFs
1.07K
+ 8.2%
$85.8 - $100.97 $91.9K - $108K
14.1K $1.33M
UCTT
Ultra Clean Holdings, Inc.

Technology
6.13K
New
$33.45 - $40.93 $205K - $251K
6.13K $220K
ASIX
Advan Six Inc.

Basic Materials
7.75K
New
$27.85 - $32.87 $216K - $255K
7.75K $220K
ESQ
Esquire Financial Holdings, Inc.

Financial Services
2.75K
+ 9150.0%
$60.83 - $79.97 $167K - $220K
2.78K $220K
UNTY
Unity Bancorp Inc

Financial Services
5.01K
New
$32.38 - $47.5 $162K - $238K
5.01K $218K
PLAB
Photronics Inc

Technology
9.26K
+ 35607.69%
$22.8 - $28.06 $211K - $260K
9.28K $218K
SANM
Sanmina Corp

Technology
2.88K
+ 3595.0%
$65.07 - $83.88 $187K - $241K
2.96K $223K
INCY
Incyte Corp

Healthcare
3.12K
+ 360.88%
$65.08 - $83.38 $203K - $260K
3.98K $275K
PRGS
Progress Software Corp

Technology
3.35K
+ 637.64%
$63.94 - $69.89 $214K - $234K
3.88K $252K
DOX
Amdocs LTD

Technology
2.6K
+ 135.16%
$82.94 - $92.86 $215K - $241K
4.52K $384K
TXT
Textron Inc

Industrials
2.94K
+ 500.17%
$75.82 - $90.32 $223K - $266K
3.53K $269K
OMC
Omnicom Group Inc.

Communication Services
3.07K
+ 110.66%
$85.82 - $105.47 $264K - $324K
5.85K $503K
OSK
Oshkosh Corp

Industrials
2.31K
+ 320.69%
$93.84 - $115.52 $217K - $267K
3.03K $287K
RE
Everest Re Group LTD

Financial Services
578
+ 862.69%
N/A
645 $239K
NDAQ
Nasdaq, Inc.

Financial Services
2.62K
+ 107.68%
$70.87 - $83.05 $186K - $218K
5.06K $391K
SPGI
S&P Global Inc.

Financial Services
578
+ 14.39%
$480.36 - $529.17 $278K - $306K
4.6K $2.29M
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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