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
WBA
Walgreens Boots Alliance, Inc.

Healthcare
14.5K
+ 121.39%
$8.24 - $11.07 $120K - $161K
26.5K $247K
HST
Host Hotels & Resorts, Inc.

Real Estate
8.14K
+ 18.7%
$17.24 - $19.07 $140K - $155K
51.7K $905K
AFL
Aflac Inc

Financial Services
1.79K
+ 32.04%
$100.37 - $115.27 $180K - $207K
7.39K $764K
CMC
Commercial Metals CO

Basic Materials
2.8K
New
$49.22 - $63.32 $138K - $177K
2.8K $138K
ABT
Abbott Laboratories

Healthcare
1.33K
+ 8.71%
$111.93 - $119.39 $149K - $158K
16.6K $1.87M
INTU
Intuit Inc

Technology
180
+ 5.61%
$602.01 - $706.25 $108K - $127K
3.39K $2.13M
JNJ
Johnson & Johnson

Healthcare
3.13K
+ 17.3%
$143.34 - $165.86 $448K - $518K
21.2K $3.07M
SQ
Block, Inc.

Technology
1.47K
+ 218.33%
$65.06 - $98.92 $95.3K - $145K
2.14K $181K
NLOK
Norton Life Lock Inc.

Technology
6.22K
New
N/A
6.22K $133K
PSO
Pearson PLC

Communication Services
8.3K
New
$13.3 - $16.28 $110K - $135K
8.3K $133K
PCH
Potlatchdeltic Corp

Real Estate
3.33K
New
$38.4 - $44.89 $128K - $149K
3.33K $130K
IWX
Ishares Tr Russell 200 Value E

ETFs
1.64K
+ 637.74%
$78.25 - $85.17 $128K - $140K
1.9K $149K
FLR
Fluor Corp

Industrials
2.59K
New
$46.92 - $58.93 $121K - $153K
2.59K $127K
T
At&T Inc.

Communication Services
3.43K
+ 5.42%
$21.22 - $23.88 $72.8K - $81.9K
66.7K $1.52M
DFEM
Dimensional ETF Tr Emerging Mk

ETFs
5.45K
+ 58.65%
$26.16 - $28.82 $143K - $157K
14.8K $386K
CWT
California Water Service Group

Utilities
2.73K
New
$45.33 - $54.6 $124K - $149K
2.73K $123K
AMH
American Homes 4 Rent

Real Estate
3.72K
+ 22.52%
$35.02 - $39.25 $130K - $146K
20.2K $756K
ISRG
Intuitive Surgical Inc

Healthcare
48
+ 1.5%
$471.27 - $550.62 $22.6K - $26.4K
3.25K $1.69M
KR
Kroger CO

Consumer Defensive
1.51K
+ 19.27%
$55.21 - $63.3 $83.4K - $95.6K
9.35K $571K
FRPT
Freshpet, Inc.

Consumer Defensive
824
New
$132.54 - $156.76 $109K - $129K
824 $122K
LEN
Lennar Corp

Consumer Cyclical
1.56K
+ 86.4%
$136.2 - $188.96 $212K - $294K
3.36K $458K
WIT
Wipro LTD

Technology
38.4K
+ 696.59%
$3.54 - $7.24 $136K - $278K
43.9K $155K
BK
Bank Of New York Mellon Corp

Financial Services
910
+ 9.09%
$70.82 - $81.87 $64.4K - $74.5K
10.9K $839K
OWL
Blue Owl Capital Inc.

Financial Services
5.01K
+ 572.69%
$19.51 - $24.81 $97.8K - $124K
5.89K $136K
GWRE
Guidewire Software, Inc.

Technology
715
+ 401.69%
$168.58 - $207.12 $121K - $148K
893 $150K
XYL
Xylem Inc.

Industrials
1.98K
+ 33.26%
$116.02 - $137.45 $230K - $272K
7.94K $921K
CHT
Chunghwa Telecom CO LTD

Communication Services
3.1K
New
$37.24 - $39.29 $115K - $122K
3.1K $116K
FCNCA
First Citizens Bancshares Inc

Financial Services
45
+ 57.69%
$1818.92 - $2353.08 $81.9K - $106K
123 $259K
AWK
American Water Works Company, Inc.

Utilities
1.28K
+ 63.0%
$123.83 - $146.07 $159K - $187K
3.32K $412K
ADSK
Autodesk, Inc.

Technology
467
+ 15.62%
N/A
3.46K $849K
IGV
Ishares Expanded Tech Software

ETFs
1.15K
New
$87.5 - $110.17 $100K - $126K
1.15K $114K
DECK
Deckers Outdoor Corp

Consumer Cyclical
162
+ 8.77%
$152.04 - $211.12 $24.6K - $34.2K
2.01K $408K
RING
Ishares Inc Msci Global Gold M

ETFs
4.06K
New
$27.93 - $36.45 $113K - $148K
4.06K $114K
MGM
Mgm Resorts International

Consumer Cyclical
3.56K
+ 147.27%
$33.44 - $41.99 $119K - $150K
5.98K $207K
BRKR
Bruker Corp

Healthcare
1.96K
+ 1093.85%
$48.25 - $67.46 $94.5K - $132K
2.14K $125K
KBR
Kbr, Inc.

Industrials
1.95K
+ 2708.33%
$55.19 - $72.02 $108K - $140K
2.02K $117K
UAL
United Airlines Holdings, Inc.

Industrials
494
+ 30.42%
$55.62 - $102.44 $27.5K - $50.6K
2.12K $205K
IBM
International Business Machines Corp

Technology
543
+ 9.12%
$204.9 - $238.04 $111K - $129K
6.5K $1.43M
AAAU
Goldman Sachs Physical Gold ETF

ETFs
4.34K
+ 20.14%
$25.33 - $27.57 $110K - $120K
25.9K $670K
GWW
W.W. Grainger, Inc.

Industrials
99
+ 28.13%
$1023.06 - $1220.93 $101K - $121K
451 $475K
UBS
Ubs Group Ag

Financial Services
3.68K
+ 74.54%
$29.78 - $33.08 $110K - $122K
8.62K $261K
SPTM
Spdr Portfolio S&P 1500 Compos

ETFs
1.07K
+ 4.71%
$69.3 - $74.3 $74.3K - $79.6K
23.8K $1.7M
BMO
Bank Of Montreal

Financial Services
1.1K
+ 2038.89%
$89.75 - $103.39 $98.8K - $114K
1.16K $112K
VTV
Vanguard Value ETF

ETFs
660
+ 40.44%
$168.32 - $181.87 $111K - $120K
2.29K $388K
CI
Cigna Corp

Healthcare
792
+ 47.91%
$265.59 - $358.58 $210K - $284K
2.45K $675K
DIHP
Dimensional ETF Tr Dimensional

ETFs
4.92K
+ 56.85%
$25.15 - $27.57 $124K - $136K
13.6K $342K
DGRW
Wisdomtree Tr Us Quality Divid

ETFs
1.4K
+ 32.39%
$80.93 - $85.66 $113K - $120K
5.73K $463K
VVV
Valvoline Inc

Energy
2.8K
New
$36.18 - $43.41 $101K - $121K
2.8K $101K
CVLT
Commvault Systems Inc

Technology
672
New
$132.26 - $177.6 $88.9K - $119K
672 $101K
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