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
Pimco ETF Tr
208K
+ 118.21%
N/A
384K $0
Pimco ETF Tr
5.94K
+ 130.69%
N/A
10.5K $0
Rb Global Inc
72
+ 14.17%
N/A
580 $0
SCHC
Schwab Strategic Tr Intl Small

ETFs
6
+ 2.94%
$33.93 - $38.37 $204 - $230
210 $7K
SCHR
Schwab Intermediate Term Us Tr

ETFs
51
+ 100.0%
$24.19 - $50.58 $1.23K - $2.58K
102 $2K
SCHO
Schwab Short Term Us Treasury

ETFs
152
+ 98.7%
$24.06 - $48.88 $3.66K - $7.43K
306 $7K
SCHD
Schwab Strategic Tr Us Dividen

ETFs
62
+ 200.0%
$26.93 - $84.95 $1.67K - $5.27K
93 $2K
PATK
Patrick Industries Inc

Consumer Cyclical
6
+ 54.55%
$82.71 - $146.16 $496 - $877
17 $1K
OMER
Omeros Corp

Healthcare
3
+ 25.0%
$3.77 - $12.15 $11.3 - $36.5
15 $0
OXY
Occidental Petroleum Corp

Energy
64
+ 4.08%
$45.36 - $55.91 $2.9K - $3.58K
1.63K $80K
Hut 8 Corp
6
+ 100.0%
N/A
12 $0
Invesco Exchange Traded Fd T
1.28K
+ 44.26%
N/A
4.17K $0
IHI
Ishares Tr Dow Jones Us Medica

ETFs
53
+ 1.52%
$57.38 - $61.11 $3.04K - $3.24K
3.54K $206K
SMMT
Summit Therapeutics Inc.

Healthcare
3
+ 27.27%
$17.52 - $23.46 $52.6 - $70.4
14 $0
TKR
Timken CO

Industrials
15
+ 11.28%
$70.76 - $87.24 $1.06K - $1.31K
148 $10K
SCHH
Schwab Strategic U.S. Reit ETF

ETFs
3
+ 0.95%
$20.55 - $23.26 $61.7 - $69.8
318 $6K
GIS
General Mills Inc

Consumer Defensive
1.08K
+ 15.59%
$62.78 - $74.62 $67.8K - $80.6K
8.01K $510K
PDD
Pinduoduo Inc.

Consumer Cyclical
62
+ 29.95%
$94.39 - $154.27 $5.85K - $9.56K
269 $26K
LUMN
Lumen Technologies, Inc.

Communication Services
96
+ 22.07%
$5.31 - $10.12 $510 - $972
531 $2K
IEO
Ishares Tr

ETFs
7
+ 0.94%
$85.22 - $101.77 $597 - $712
752 $67K
REET
Ishares Global Reit ETF

ETFs
953
+ 11.0%
$23.43 - $26.54 $22.3K - $25.3K
9.61K $230K
ASTS
Ast Space Mobile, Inc.

Communication Services
3
+ 2.34%
$21.1 - $28.49 $63.3 - $85.5
131 $2K
KDP
Keurig Dr Pepper Inc.

Consumer Defensive
882
+ 16.32%
$31.24 - $37.15 $27.6K - $32.8K
6.29K $201K
WAL
Western Alliance Bancorporation

Financial Services
35
+ 2.5%
$80.51 - $96.1 $2.82K - $3.36K
1.43K $119K
SPVU
Invesco ETF Tr Ii S&P 500 Enha

ETFs
18
+ 0.7%
$48.65 - $54.12 $876 - $974
2.58K $126K
SCHE
Schwab Strategic Tr Us Emergin

ETFs
15
+ 2.45%
$26.63 - $30.23 $399 - $453
628 $16K
KRG
Kite Realty Group Trust

Real Estate
20
+ 0.81%
$24.49 - $27.85 $490 - $557
2.5K $63K
EMGF
Ishares Msci Emerging Markets

ETFs
8
+ 1.8%
$45.23 - $51.49 $362 - $412
452 $20K
ATR
Aptargroup, Inc.

Healthcare
16
+ 1.11%
$156.73 - $176.15 $2.51K - $2.82K
1.46K $228K
BRO
Brown & Brown, Inc.

Financial Services
11
+ 0.53%
$100.93 - $113.42 $1.11K - $1.25K
2.1K $214K
TGB
Taseko Mines LTD

Basic Materials
129
+ 4.43%
$1.91 - $2.65 $246 - $342
3.04K $5K
BMI
Badger Meter Inc

Technology
3
+ 0.95%
$199.06 - $237.67 $597 - $713
319 $67K
FNDF
Schwab Fundamental Intl Large

ETFs
23
+ 3.0%
$32.92 - $37.15 $757 - $854
790 $26K
BSCT
Invesco Index Fd Tr Bulletshar

ETFs
155
+ 1.47%
$18.28 - $18.87 $2.83K - $2.92K
10.7K $196K
VALE
Vale S.A.

Basic Materials
464
+ 18.67%
$8.74 - $11.78 $4.06K - $5.47K
2.95K $26K
ENPH
Enphase Energy, Inc.

Technology
321
+ 56.32%
$59.52 - $111.18 $19.1K - $35.7K
891 $61K
HMY
Harmony Gold Mining CO LTD

Basic Materials
367
+ 12.79%
$8.14 - $12.23 $2.99K - $4.49K
3.24K $26K
HL
Hecla Mining CO

Basic Materials
278
+ 10.55%
$4.86 - $7.53 $1.35K - $2.09K
2.91K $14K
RIO
Rio Tinto PLC

Basic Materials
120
+ 13.06%
$58.59 - $71.15 $7.03K - $8.54K
1.04K $61K
CRUS
Cirrus Logic, Inc.

Technology
74
+ 16.67%
$99.58 - $125.3 $7.37K - $9.27K
518 $51K
CTRE
Care Trust Reit, Inc.

Real Estate
22
+ 1.48%
$26.8 - $32.79 $590 - $721
1.51K $40K
QSR
Restaurant Brands International Inc.

Consumer Cyclical
163
+ 7.01%
$64.91 - $73.47 $10.6K - $12K
2.49K $162K
OLED
Universal Display Corp Pa

Technology
4
+ 5.19%
$146.2 - $213.81 $585 - $855
81 $11K
ISCF
Ishares Msci Intl Small Cap Mu

ETFs
326
+ 6.24%
$31.83 - $34.97 $10.4K - $11.4K
5.55K $179K
HALO
Halozyme Therapeutics, Inc.

Healthcare
25
+ 3.3%
$42.57 - $61.09 $1.06K - $1.53K
782 $37K
STWD
Starwood Property Trust, Inc.

Real Estate
52
+ 1.02%
$18.95 - $20.37 $985 - $1.06K
5.18K $98K
AMAT
Applied Materials Inc

Technology
1.21K
+ 23.55%
$161.44 - $213.89 $195K - $258K
6.34K $1.03M
UCON
First Tr ETF Viii Tcw Unconstr

ETFs
3
+ 0.02%
$24.55 - $25.16 $73.7 - $75.5
14.9K $366K
NU
Nu Holdings Ltd.

Financial Services
304
+ 9.29%
$10.24 - $15.89 $3.11K - $4.83K
3.58K $37K
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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