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
BNDX
Vanguard Total International B

ETFs
21.2K
+ 4.4%
$48.91 - $50.61 $1.04M - $1.07M
502K $24.6M
IJR
Ishares Core S&P Sm Cap ETF

ETFs
3.91K
+ 77.98%
$113.92 - $127.38 $445K - $498K
8.92K $1.03M
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
1.12K
+ 9.39%
$442.29 - $483.08 $494K - $540K
13K $5.9M
DVY
Ishares Tr

ETFs
3.36K
+ 60.41%
$129.55 - $143.41 $436K - $482K
8.93K $1.17M
DFSV
Dimensional ETF Tr Dimensional

ETFs
13.7K
+ 60.16%
$30.18 - $33.87 $413K - $463K
36.4K $1.12M
NVS
Novartis Ag

Healthcare
4.61K
+ 199.22%
$96.78 - $117.18 $446K - $540K
6.92K $673K
DUHP
Dimensional ETF Tr Dimensional

ETFs
12.2K
+ 58.85%
$33.62 - $35.69 $411K - $436K
33K $1.12M
MDT
Medtronic PLC

Healthcare
8.09K
+ 34.22%
$79.61 - $92.24 $644K - $747K
31.7K $2.54M
RCL
Royal Caribbean Cruises LTD

Consumer Cyclical
1.3K
+ 77.28%
$173.13 - $258.09 $224K - $334K
2.97K $685K
SCHW
Schwab Charles Corp

Financial Services
3.13K
+ 19.77%
$63.31 - $82.85 $198K - $260K
19K $1.41M
MSI
Motorola Solutions, Inc.

Technology
771
+ 75.15%
$449.08 - $504.6 $346K - $389K
1.8K $830K
EAGG
Ishares Esg Aware U.S. Aggrega

ETFs
8.24K
+ 108.36%
$46.33 - $48.6 $382K - $401K
15.8K $735K
HIG
Hartford Financial Services Group, Inc.

Financial Services
4.14K
+ 38.14%
$107.06 - $123.74 $443K - $512K
15K $1.64M
VCLT
Vanguard Lg Trm Corp Bd ETF

ETFs
4.58K
+ 57262.5%
$74.68 - $81.45 $342K - $373K
4.59K $343K
SE
Sea LTD

Consumer Cyclical
3.19K
+ 1251.37%
$93.56 - $117.41 $299K - $375K
3.45K $365K
MRVL
Marvell Technology, Inc.

Technology
2.73K
+ 266.89%
$70.31 - $124.78 $192K - $341K
3.76K $414K
CSCO
Cisco Systems, Inc.

Technology
2.72K
+ 9.67%
$52.45 - $60.02 $142K - $163K
30.8K $1.82M
WY
Weyerhaeuser CO

Real Estate
13.5K
+ 141.56%
$27.21 - $33.7 $367K - $455K
23K $648K
VONG
Vanguard Russell 1000 Growth E

ETFs
2.41K
+ 22.45%
$95.27 - $107.82 $230K - $260K
13.1K $1.36M
CMI
Cummins Inc

Industrials
706
+ 23.85%
$324.93 - $383.42 $229K - $271K
3.67K $1.28M
IWM
Ishares Russell 2000 ETF

ETFs
1.45K
+ 117.96%
$216.13 - $242.4 $312K - $350K
2.67K $589K
MUB
Ishares National Muni Bond ETF

ETFs
3.09K
+ 61.24%
$105.78 - $108.7 $327K - $336K
8.14K $867K
ESS
Essex Property Trust, Inc.

Real Estate
1.15K
+ 24.92%
N/A
5.75K $1.57M
FRT
Federal Realty Investment Trust

Real Estate
3.06K
+ 29.47%
$109.55 - $117.53 $335K - $360K
13.4K $1.5M
DELL
Dell Technologies Inc.

Technology
2.85K
+ 49.08%
$111.96 - $144.21 $319K - $411K
8.65K $997K
FEX
First Tr Large Cap Core Alphde

ETFs
2.95K
+ 1040.64%
$103.29 - $112.88 $304K - $332K
3.23K $336K
FDG
American Centy ETF Tr Focused

ETFs
2.88K
+ 860.9%
$91.61 - $109.13 $264K - $315K
3.22K $334K
IWP
Ishares Russell Mid Cap Growth

ETFs
2.34K
+ 12988.89%
$116.4 - $138.52 $272K - $324K
2.36K $298K
AXP
American Express CO

Financial Services
367
+ 5.18%
$267.35 - $305.57 $98.1K - $112K
7.45K $2.21M
TPR
Tapestry, Inc.

Consumer Cyclical
3.32K
+ 90.39%
$43.54 - $66.18 $145K - $220K
6.99K $456K
IRM
Iron Mountain Inc

Real Estate
5.49K
+ 25.25%
$101.62 - $128.14 $558K - $703K
27.2K $2.86M
PM
Philip Morris International Inc.

Consumer Defensive
2.38K
+ 27.36%
$118.38 - $133.06 $282K - $317K
11.1K $1.33M
RNR
Renaissancere Holdings LTD

Financial Services
1.09K
+ 766.9%
$241.97 - $287.47 $264K - $313K
1.23K $306K
WSM
Williams Sonoma Inc

Consumer Cyclical
1.21K
+ 85.91%
$129.13 - $198.21 $157K - $240K
2.63K $486K
INGR
Ingredion Inc

Consumer Defensive
1.9K
+ 220.44%
$132.76 - $154.86 $252K - $294K
2.76K $379K
SNPS
Synopsys Inc

Technology
562
+ 79.83%
$485.36 - $588.0 $273K - $330K
1.27K $614K
COF
Capital One Financial Corp

Financial Services
1.2K
+ 78.65%
$145.19 - $192.01 $174K - $231K
2.73K $486K
SNA
Snap On Inc

Industrials
710
+ 221.18%
$285.44 - $371.35 $203K - $264K
1.03K $350K
EXPE
Expedia Group, Inc.

Consumer Cyclical
1.32K
+ 455.71%
$146.47 - $191.01 $193K - $252K
1.61K $299K
JHG
Janus Henderson Group PLC

Financial Services
5.46K
+ 145.7%
$37.65 - $45.66 $205K - $249K
9.2K $391K
JPST
Jp Morgan ETF Tr Ultra Short I

ETFs
5.46K
+ 7.42%
$50.37 - $50.6 $275K - $276K
79.1K $3.98M
LDUR
Pimco Enhanced Low Duration Ac

ETFs
2.61K
+ 68.19%
$94.79 - $95.69 $247K - $250K
6.44K $611K
CHD
Church & Dwight CO Inc

Consumer Defensive
2.33K
+ 114.61%
$99.11 - $112.25 $231K - $262K
4.36K $456K
STAG
Stag Industrial, Inc.

Real Estate
8.02K
+ 149.98%
$33.22 - $39.1 $266K - $314K
13.4K $452K
JBL
Jabil Inc

Technology
1.43K
+ 95.91%
$118.97 - $147.77 $170K - $211K
2.92K $420K
SSNC
Ss&C Technologies Holdings Inc

Technology
3.19K
+ 996.56%
$69.93 - $77.36 $223K - $247K
3.51K $265K
WRB
Berkley W R Corp

Financial Services
4.1K
+ 645.9%
$56.48 - $64.94 $231K - $266K
4.73K $276K
RL
Ralph Lauren Corp

Consumer Cyclical
1.02K
+ 725.71%
$192.23 - $233.41 $195K - $237K
1.16K $267K
SF
Stifel Financial Corp

Financial Services
2.19K
+ 495.03%
$93.4 - $117.72 $205K - $258K
2.64K $279K
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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