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
VWO
Vanguard Ftse Emerging Mkts Et

ETFs
1.55K
+ 106.31%
$44.04 - $49.49 $68.3K - $76.8K
3.01K $132K
IPAC
Ishares Tr Ishares Core Msci P

ETFs
1.04K
New
$60.27 - $66.27 $62.4K - $68.6K
1.04K $63K
COLD
Americold Realty Trust

Real Estate
5.48K
+ 68.91%
$21.03 - $27.78 $115K - $152K
13.4K $287K
TWLO
Twilio Inc

Communication Services
351
+ 59.29%
$63.73 - $114.96 $22.4K - $40.4K
943 $101K
D
Dominion Energy, Inc

Utilities
1.38K
+ 44.06%
$52.63 - $60.92 $72.5K - $83.9K
4.5K $242K
ACN
Accenture PLC

Technology
210
+ 2.93%
$343.9 - $376.86 $72.2K - $79.1K
7.37K $2.59M
FNOV
First Tr ETF Viii Ft Cboe Vest

ETFs
1.3K
New
$47.07 - $48.75 $61.4K - $63.6K
1.3K $62K
ILMN
Illumina, Inc.

Healthcare
406
+ 17.65%
$128.99 - $155.15 $52.4K - $63K
2.71K $361K
CLOI
Vaneck ETF Tr

ETFs
1.16K
New
$52.7 - $53.15 $61.3K - $61.8K
1.16K $61K
FOCT
First Tr Ex Trad Fd Viii Cboe

ETFs
1.45K
New
$41.66 - $43.47 $60.5K - $63.1K
1.45K $61K
DLTR
Dollar Tree, Inc.

Consumer Defensive
811
New
$61.21 - $76.19 $49.6K - $61.8K
811 $60K
GIB
Cgi Inc

Technology
579
+ 80.42%
$107.0 - $116.25 $62K - $67.3K
1.3K $142K
BRX
Brixmor Property Group Inc.

Real Estate
2.66K
+ 31.44%
N/A
11.1K $252K
BCE
Bce Inc

Communication Services
2.59K
New
$22.53 - $34.84 $58.4K - $90.3K
2.59K $60K
VIV
Telefonica Brasil S.A.

Communication Services
7.98K
+ 1429.39%
$7.5 - $10.25 $59.8K - $81.8K
8.53K $64K
AVY
Avery Dennison Corp

Industrials
349
+ 187.63%
$186.26 - $220.48 $65K - $76.9K
535 $100K
IBHE
Ishares Ibonds 2025 Term High

ETFs
2.58K
+ 52.1%
$23.08 - $23.28 $59.5K - $60K
7.52K $174K
FLO
Flowers Foods Inc

Consumer Defensive
2.9K
New
$20.4 - $23.31 $59.2K - $67.7K
2.9K $59K
SONY
Sony Group Corp

Technology
6.74K
+ 611.8%
$17.53 - $96.8 $118K - $653K
7.84K $165K
SLF
Sun Life Financial Inc

Financial Services
978
+ 4657.14%
$55.43 - $62.69 $54.2K - $61.3K
999 $59K
NEA
Nuveen Amt Free Quality Municipal Income Fund

Financial Services
8.91K
+ 14.3%
$11.1 - $12.03 $98.9K - $107K
71.2K $803K
MKC
Mccormick & CO Inc

Consumer Defensive
921
+ 41.52%
$73.97 - $84.09 $68.1K - $77.4K
3.14K $239K
MLN
Vaneck Long Muni ETF

ETFs
3.23K
New
$17.61 - $18.29 $56.9K - $59.1K
3.23K $57K
VDE
Vanguard Energy ETF

ETFs
486
+ 44.02%
$116.67 - $136.78 $56.7K - $66.5K
1.59K $192K
TPX
Tempur Sealy International, Inc.

Consumer Cyclical
1K
New
$47.66 - $57.86 $47.9K - $58.1K
1K $56K
MSTR
Microstrategy Inc

Technology
165
+ 242.65%
$162.69 - $473.83 $26.8K - $78.2K
233 $67K
SLGN
Silgan Holdings Inc

Consumer Cyclical
1.08K
New
$50.6 - $57.53 $54.7K - $62.2K
1.08K $56K
QEFA
Spdr Index Shs Fds Msci Eafe S

ETFs
748
+ 5.77%
N/A
13.7K $1.03M
TGT
Target Corp

Consumer Defensive
1.21K
+ 23.26%
$121.59 - $160.69 $147K - $195K
6.42K $868K
SBAC
Sba Communications Corp

Real Estate
424
+ 51.46%
$198.24 - $249.31 $84.1K - $106K
1.25K $254K
NMR
Nomura Holdings Inc

Financial Services
8.7K
+ 105.97%
$5.05 - $6.25 $43.9K - $54.4K
16.9K $97K
IWS
Ishares Russell Midcap Value E

ETFs
659
+ 6.3%
$128.08 - $140.32 $84.4K - $92.5K
11.1K $1.44M
GNMA
Ishares Gnma Bond ETF

ETFs
1.3K
+ 321.29%
$42.8 - $44.74 $55.6K - $58.1K
1.7K $73K
GOLD
Barrick Gold Corp

Basic Materials
5.82K
+ 71.77%
$15.23 - $21.19 $88.6K - $123K
13.9K $215K
UMC
United Microelectronics Corp

Technology
9.5K
+ 236.27%
$6.34 - $8.35 $60.2K - $79.3K
13.5K $87K
HOOD
Robinhood Markets, Inc.

Technology
1.43K
New
$22.33 - $43.2 $31.9K - $61.7K
1.43K $53K
EWJ
Ishares Msci Japan ETF

ETFs
871
+ 70.93%
$66.18 - $71.84 $57.6K - $62.6K
2.1K $140K
DEHP
Dimensional ETF Tr Emerging Mk

ETFs
2.55K
+ 52.77%
$24.74 - $27.68 $63.1K - $70.6K
7.39K $182K
DFEV
Dimensional ETF Tr Emerging Mk

ETFs
2.43K
+ 53.03%
$26.16 - $29.13 $63.4K - $70.6K
7K $183K
XLU
Utilities Sector Spdr

ETFs
1.73K
+ 11.27%
$74.89 - $82.93 $129K - $143K
17K $1.29M
SCI
Service Corp International

Consumer Cyclical
661
New
$73.36 - $88.6 $48.5K - $58.6K
661 $52K
FSTA
Fidelity Covington Tr Msci Con

ETFs
1.24K
+ 16.54%
$49.28 - $52.29 $61.3K - $65K
8.76K $433K
TT
Trane Technologies PLC

Industrials
181
+ 20.43%
$369.35 - $419.14 $66.9K - $75.9K
1.07K $394K
PSA
Public Storage

Real Estate
1.4K
+ 24.37%
$289.33 - $360.21 $406K - $505K
7.16K $2.14M
CARG
Car Gurus, Inc.

Communication Services
1.34K
New
$29.05 - $38.78 $39K - $52.1K
1.34K $49K
CHK
Chesapeake Energy Corp

Energy
572
New
$81.46 - $87.57 $46.6K - $50.1K
572 $49K
LVS
Las Vegas Sands Corp

Consumer Cyclical
908
+ 104.73%
$47.96 - $55.17 $43.5K - $50.1K
1.78K $91K
YETI
Yeti Holdings, Inc.

Consumer Cyclical
1.25K
New
$35.21 - $44.8 $44K - $56K
1.25K $48K
TD
Toronto Dominion Bank

Financial Services
934
+ 972.92%
$51.56 - $63.8 $48.2K - $59.6K
1.03K $54K
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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