Geo Wealth Management, LLC Incresed Positions in Q4 2024

Geo Wealth Management, LLC

  • $2.92 Billion
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
SPR
Spirit Aero Systems Holdings, Inc.

Industrials
40
+ 6.62%
$30.22 - $34.08 $1.21K - $1.36K
644 $21K
ZG
Zillow Group, Inc.

Communication Services
3
+ 2.14%
$56.08 - $82.33 $168 - $247
143 $10K
KEX
Kirby Corp

Industrials
30
+ 73.17%
$104.14 - $130.55 $3.12K - $3.92K
71 $7K
JBHT
Hunt J B Transport Services Inc

Industrials
14
+ 6.67%
$164.22 - $197.19 $2.3K - $2.76K
224 $38K
TW
Tradeweb Markets Inc.

Financial Services
10
+ 11.76%
$124.87 - $136.32 $1.25K - $1.36K
95 $12K
IYE
Ishares Tr

ETFs
28
+ 147.37%
$43.93 - $51.37 $1.23K - $1.44K
47 $2K
IDA
Idacorp Inc

Utilities
15
+ 21.43%
$100.11 - $118.96 $1.5K - $1.78K
85 $9K
FBHS
Fortune Brands Home & Security, Inc.

Industrials
32
+ 5.23%
N/A
644 $41K
JPIN
Jp Morgan Diversified Return I

ETFs
57
+ 34.34%
$53.56 - $59.9 $3.05K - $3.41K
223 $11K
GTLS
Chart Industries Inc

Industrials
1
+ 2.94%
$119.65 - $202.35 $120 - $202
35 $6K
NICE
Nice Ltd.

Technology
15
+ 5.64%
$164.71 - $199.17 $2.47K - $2.99K
281 $47K
CDE
Coeur Mining, Inc.

Basic Materials
195
+ 113.37%
$5.61 - $7.39 $1.09K - $1.44K
367 $2K
CRS
Carpenter Technology Corp

Industrials
2
+ 12.5%
$149.5 - $196.14 $299 - $392
18 $3K
NOK
Nokia Corp

Technology
35
+ 0.4%
$4.13 - $4.95 $145 - $173
8.82K $39K
NIC
Nicolet Bankshares Inc

Financial Services
6
+ 60.0%
$90.86 - $115.0 $545 - $690
16 $1K
CR
Crane Holdings, Co.

Industrials
10
+ 7.04%
$148.97 - $184.96 $1.49K - $1.85K
152 $23K
NFG
National Fuel Gas CO

Energy
3
+ 1.66%
$58.89 - $64.23 $177 - $193
184 $11K
BOX
Box Inc

Technology
15
+ 68.18%
$31.6 - $35.65 $474 - $535
37 $1K
MORN
Morningstar, Inc.

Financial Services
2
+ 4.55%
$312.56 - $358.78 $625 - $718
46 $15K
HEFA
Ishares Currency Hedged Msci E

ETFs
17
+ 4.33%
$34.42 - $35.88 $585 - $610
410 $14K
SUB
Ishares Short Term National Mu

ETFs
13
+ 5.49%
$104.94 - $106.2 $1.36K - $1.38K
250 $26K
MDIV
First Trust Multi Asset Divers

ETFs
96
+ 5.99%
$15.95 - $16.94 $1.53K - $1.63K
1.7K $27K
UVE
Universal Insurance Holdings, Inc.

Financial Services
16
+ 35.56%
$16.9 - $22.98 $270 - $368
61 $1K
FLS
Flowserve Corp

Industrials
8
+ 16.33%
$51.87 - $62.0 $415 - $496
57 $3K
CSL
Carlisle Companies Inc

Industrials
29
+ 25.0%
$368.67 - $480.91 $10.7K - $13.9K
145 $53K
HLI
Houlihan Lokey, Inc.

Financial Services
1
+ 5.56%
$158.81 - $190.49 $159 - $190
19 $3K
IONQ
Ion Q, Inc.

Technology
26
+ 650.0%
$8.17 - $48.24 $212 - $1.25K
30 $1K
BBD
Bank Bradesco

Financial Services
14.9K
+ 41.3%
$1.87 - $2.77 $27.9K - $41.3K
51K $97K
WSC
Will Scot Mobile Mini Holdings Corp.

Industrials
185
+ 14.97%
$32.93 - $39.8 $6.09K - $7.36K
1.42K $47K
BHB
Bar Harbor Bankshares

Financial Services
19
+ 118.75%
$28.81 - $38.23 $547 - $726
35 $1K
BERY
Berry Global Group, Inc.

Consumer Cyclical
42
+ 12.88%
$64.2 - $72.31 $2.7K - $3.04K
368 $23K
IVZ
Invesco Ltd.

Financial Services
30
+ 1.17%
$16.78 - $18.63 $503 - $559
2.59K $45K
WWD
Woodward, Inc.

Industrials
9
+ 9.78%
$159.67 - $187.29 $1.44K - $1.69K
101 $16K
HONE
Harbor One Bancorp, Inc.

Financial Services
103
+ 51.5%
$11.46 - $13.49 $1.18K - $1.39K
303 $3K
IRT
Independence Realty Trust, Inc.

Real Estate
31
+ 37.35%
$18.78 - $22.01 $582 - $682
114 $2K
PR
Permian Resources Corporation

Energy
39
+ 3.24%
$13.41 - $16.21 $523 - $632
1.24K $17K
BHR
Braemar Hotels & Resorts Inc.

Real Estate
128
+ 57.92%
$2.76 - $3.76 $353 - $481
349 $1K
VLUE
Ishares Msci Usa Value Factor

ETFs
11
+ 18.64%
$104.01 - $115.38 $1.14K - $1.27K
70 $7K
TGTX
Tg Therapeutics, Inc.

Healthcare
18
+ 90.0%
$21.31 - $35.09 $384 - $632
38 $1K
AEIS
Advanced Energy Industries Inc

Industrials
6
+ 16.22%
$101.71 - $122.72 $610 - $736
43 $4K
PPI
Investment Mngers Ser Tr Ii Ax

ETFs
88
+ 36.07%
$14.4 - $15.75 $1.27K - $1.39K
332 $4K
DWAC
Digital World Acquisition Corp.

Financial Services
831
+ 41550.0%
N/A
833 $0
Two Rds Shared Tr
900K
+ 2919.42%
N/A
931K $0
TDOC
Teladoc Health, Inc.

Healthcare
32
+ 9.61%
$8.57 - $12.02 $274 - $385
365 $3K
AFIF
Two Rds Shared Tr

ETFs
54
+ 0.99%
$9.13 - $9.23 $493 - $498
5.49K $50K
HUBB
Hubbell Inc

Industrials
1
+ 1.43%
$418.89 - $472.12 $419 - $472
71 $29K
GT
Goodyear Tire & Rubber CO

Consumer Cyclical
18
+ 5.13%
$8.01 - $11.0 $144 - $198
369 $3K
Tko Group Holdings Inc
11
+ 4.03%
N/A
284 $0
GCT
Giga Cloud Technology Inc.

Technology
18
+ 4.5%
N/A
418 $0
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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