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
REG
Regency Centers Corp

Real Estate
2.56K
+ 22.66%
$69.77 - $75.91 $179K - $195K
13.9K $1.03M
MTDR
Matador Resources CO

Energy
3.7K
+ 7716.67%
$50.33 - $60.91 $186K - $226K
3.75K $211K
APO
Apollo Global Management, Inc.

Financial Services
1.11K
+ 176.67%
$131.36 - $178.61 $146K - $199K
1.74K $287K
EXP
Eagle Materials Inc

Basic Materials
853
+ 2437.14%
$246.48 - $315.29 $210K - $269K
888 $219K
DKL
Delek Logistics Partners, LP

Energy
4.87K
New
$38.06 - $44.95 $185K - $219K
4.87K $205K
OHI
Omega Healthcare Investors Inc

Real Estate
6.05K
+ 65.93%
$37.51 - $42.56 $227K - $258K
15.2K $576K
SUSB
Ishares Tr Ishares Esg Aware 1

ETFs
8.2K
+ 431.13%
$24.61 - $25.12 $202K - $206K
10.1K $249K
HTGC
Hercules Capital, Inc.

Financial Services
10K
New
$18.53 - $20.22 $185K - $202K
10K $200K
GHC
Graham Holdings CO

Consumer Defensive
226
New
$771.16 - $960.36 $174K - $217K
226 $197K
NWSA
News Corp

Communication Services
7K
+ 275.62%
$25.68 - $29.86 $180K - $209K
9.54K $262K
RF
Regions Financial Corp

Financial Services
8.07K
+ 84.48%
$22.45 - $27.47 $181K - $222K
17.6K $414K
FANG
Diamondback Energy, Inc.

Energy
1.26K
+ 69.91%
$153.06 - $199.5 $193K - $252K
3.07K $503K
AXTA
Axalta Coating Systems Ltd.

Basic Materials
5.68K
+ 397.69%
$34.01 - $41.29 $193K - $234K
7.1K $243K
RTX
Raytheon Technologies Corp

Industrials
2.04K
+ 23.78%
$114.45 - $127.21 $233K - $259K
10.6K $1.23M
TOL
Toll Brothers, Inc.

Consumer Cyclical
1.61K
+ 319.64%
$123.8 - $167.8 $199K - $270K
2.12K $266K
KMX
Carmax Inc

Consumer Cyclical
2.01K
+ 38.88%
$71.11 - $87.2 $143K - $175K
7.17K $586K
UDR
Udr, Inc.

Real Estate
5.42K
+ 21.55%
$41.3 - $46.33 $224K - $251K
30.6K $1.33M
BDX
Becton Dickinson & CO

Healthcare
889
+ 85.56%
$220.02 - $243.75 $196K - $217K
1.93K $437K
EBAY
Ebay Inc

Consumer Cyclical
3.3K
+ 53.21%
$57.51 - $67.17 $190K - $222K
9.51K $588K
VTIP
Vanguard Sht Trm Inflt Prot Fd

ETFs
3.95K
+ 46.44%
$48.33 - $49.08 $191K - $194K
12.5K $603K
PNC
Pnc Financial Services Group, Inc.

Financial Services
755
+ 15.88%
$178.39 - $215.0 $135K - $162K
5.51K $1.06M
AOM
Ishares Tr Core Moderate Alloc

ETFs
5.22K
+ 18.57%
$43.44 - $45.05 $227K - $235K
33.3K $1.45M
CDNS
Cadence Design Systems Inc

Technology
440
+ 29.02%
$249.1 - $324.54 $110K - $143K
1.96K $587K
XMMO
Invesco Exchange Traded Fd Tr

ETFs
1.25K
+ 17.79%
$119.61 - $136.3 $150K - $171K
8.3K $1.02M
ZROZ
Pimco ETF Tr 25+ Yr Zero Cpn U

ETFs
2.69K
+ 395.88%
$68.62 - $82.57 $185K - $222K
3.37K $231K
EOG
Eog Resources Inc

Energy
1.45K
+ 27.06%
$118.22 - $136.54 $171K - $198K
6.8K $832K
WLKP
Westlake Chemical Partners LP

Basic Materials
7.58K
New
$22.29 - $24.1 $169K - $183K
7.58K $175K
SNY
Sanofi

Healthcare
5.5K
+ 56.38%
$45.89 - $57.31 $252K - $315K
15.3K $735K
GPN
Global Payments Inc

Industrials
1.51K
+ 558.89%
$97.57 - $119.38 $147K - $180K
1.78K $199K
PYPL
Pay Pal Holdings, Inc.

Financial Services
1.61K
+ 37.37%
$77.25 - $91.3 $124K - $147K
5.92K $505K
AZN
Astrazeneca PLC

Healthcare
5.46K
+ 35.5%
$63.2 - $79.58 $345K - $434K
20.8K $1.37M
INVH
Invitation Homes Inc.

Real Estate
7.25K
+ 36.22%
$31.4 - $34.69 $228K - $252K
27.3K $872K
MCO
Moodys Corp

Financial Services
355
+ 13.58%
$454.04 - $500.88 $161K - $178K
2.97K $1.41M
VEA
Vanguard Ftse Developed Market

ETFs
4.25K
+ 55.28%
$47.57 - $52.44 $202K - $223K
11.9K $570K
SLB
Schlumberger Limited

Energy
4.64K
+ 106.44%
$36.83 - $45.59 $171K - $212K
9K $345K
BSX
Boston Scientific Corp

Healthcare
1.15K
+ 11.13%
$83.62 - $91.5 $95.9K - $105K
11.5K $1.02M
C
Citigroup Inc

Financial Services
1.05K
+ 10.21%
$61.31 - $72.5 $64.4K - $76.1K
11.3K $798K
ADC
Agree Realty Corp

Real Estate
2.21K
+ 671.73%
$69.44 - $77.65 $153K - $172K
2.54K $178K
DIA
Spdr Dow Jones Industrial Average ETF Trust

ETFs
359
+ 113.97%
$417.69 - $450.94 $150K - $162K
674 $286K
IYY
Ishares Tr

ETFs
517
+ 2.31%
$138.14 - $149.13 $71.4K - $77.1K
22.9K $3.28M
SYY
Sysco Corp

Consumer Defensive
2.08K
+ 46.65%
$73.63 - $81.77 $153K - $170K
6.55K $500K
KIM
Kimco Realty Corp

Real Estate
6.25K
+ 21.33%
$22.75 - $25.78 $142K - $161K
35.6K $832K
UL
Unilever PLC

Consumer Defensive
3.3K
+ 75.49%
$56.7 - $64.64 $187K - $213K
7.68K $435K
BBMC
Jp Morgan Exc Trd Fd Tr Betabu

ETFs
1.53K
+ 491.64%
$93.27 - $105.01 $143K - $161K
1.84K $177K
OGS
One Gas, Inc.

Utilities
2.13K
+ 1689.68%
$66.96 - $78.69 $143K - $168K
2.26K $156K
KBWD
Invesco ETF Tr Ii Kbw High Div

ETFs
10K
New
$14.52 - $15.51 $145K - $155K
10K $146K
BYD
Boyd Gaming Corp

Consumer Cyclical
1.68K
+ 60.04%
$62.5 - $75.64 $105K - $127K
4.47K $324K
INFY
Infosys LTD

Technology
6.51K
+ 370.79%
$20.71 - $23.42 $135K - $152K
8.27K $181K
SAP
Sap Se

Technology
163
+ 2.79%
$218.13 - $255.54 $35.6K - $41.7K
6.02K $1.48M
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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