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
EOG
Eog Resources Inc

Energy
1.45K
+ 27.06%
$118.22 - $136.54 $171K - $198K
6.8K $832K
SNY
Sanofi

Healthcare
5.5K
+ 56.38%
$45.89 - $57.31 $252K - $315K
15.3K $735K
GPN
Global Payments Inc

Industrials
1.51K
+ 558.89%
$97.57 - $119.38 $147K - $180K
1.78K $199K
PYPL
Pay Pal Holdings, Inc.

Financial Services
1.61K
+ 37.37%
$77.25 - $91.3 $124K - $147K
5.92K $505K
AZN
Astrazeneca PLC

Healthcare
5.46K
+ 35.5%
$63.2 - $79.58 $345K - $434K
20.8K $1.37M
INVH
Invitation Homes Inc.

Real Estate
7.25K
+ 36.22%
$31.4 - $34.69 $228K - $252K
27.3K $872K
VEA
Vanguard Ftse Developed Market

ETFs
4.25K
+ 55.28%
$47.57 - $52.44 $202K - $223K
11.9K $570K
MCO
Moodys Corp

Financial Services
355
+ 13.58%
$454.04 - $500.88 $161K - $178K
2.97K $1.41M
SLB
Schlumberger Limited

Energy
4.64K
+ 106.44%
$36.83 - $45.59 $171K - $212K
9K $345K
BSX
Boston Scientific Corp

Healthcare
1.15K
+ 11.13%
$83.62 - $91.5 $95.9K - $105K
11.5K $1.02M
C
Citigroup Inc

Financial Services
1.05K
+ 10.21%
$61.31 - $72.5 $64.4K - $76.1K
11.3K $798K
DIA
Spdr Dow Jones Industrial Average ETF Trust

ETFs
359
+ 113.97%
$417.69 - $450.94 $150K - $162K
674 $286K
KIM
Kimco Realty Corp

Real Estate
6.25K
+ 21.33%
$22.75 - $25.78 $142K - $161K
35.6K $832K
IYY
Ishares Tr

ETFs
517
+ 2.31%
$138.14 - $149.13 $71.4K - $77.1K
22.9K $3.28M
SYY
Sysco Corp

Consumer Defensive
2.08K
+ 46.65%
$73.63 - $81.77 $153K - $170K
6.55K $500K
UL
Unilever PLC

Consumer Defensive
3.3K
+ 75.49%
$56.7 - $64.64 $187K - $213K
7.68K $435K
BBMC
Jp Morgan Exc Trd Fd Tr Betabu

ETFs
1.53K
+ 491.64%
$93.27 - $105.01 $143K - $161K
1.84K $177K
OGS
One Gas, Inc.

Utilities
2.13K
+ 1689.68%
$66.96 - $78.69 $143K - $168K
2.26K $156K
BYD
Boyd Gaming Corp

Consumer Cyclical
1.68K
+ 60.04%
$62.5 - $75.64 $105K - $127K
4.47K $324K
INFY
Infosys LTD

Technology
6.51K
+ 370.79%
$20.71 - $23.42 $135K - $152K
8.27K $181K
WBA
Walgreens Boots Alliance, Inc.

Healthcare
14.5K
+ 121.39%
$8.24 - $11.07 $120K - $161K
26.5K $247K
SAP
Sap Se

Technology
163
+ 2.79%
$218.13 - $255.54 $35.6K - $41.7K
6.02K $1.48M
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
JNJ
Johnson & Johnson

Healthcare
3.13K
+ 17.3%
$143.34 - $165.86 $448K - $518K
21.2K $3.07M
INTU
Intuit Inc

Technology
180
+ 5.61%
$602.01 - $706.25 $108K - $127K
3.39K $2.13M
ABT
Abbott Laboratories

Healthcare
1.33K
+ 8.71%
$111.93 - $119.39 $149K - $158K
16.6K $1.87M
SQ
Block, Inc.

Technology
1.47K
+ 218.33%
$65.06 - $98.92 $95.3K - $145K
2.14K $181K
SPOT
Spotify Technology S.A.

Communication Services
216
+ 50.23%
$362.95 - $502.38 $78.4K - $109K
646 $289K
IWX
Ishares Tr Russell 200 Value E

ETFs
1.64K
+ 637.74%
$78.25 - $85.17 $128K - $140K
1.9K $149K
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
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
LEN
Lennar Corp

Consumer Cyclical
1.56K
+ 86.4%
$136.2 - $188.96 $212K - $294K
3.36K $458K
OWL
Blue Owl Capital Inc.

Financial Services
5.01K
+ 572.69%
$19.51 - $24.81 $97.8K - $124K
5.89K $136K
BK
Bank Of New York Mellon Corp

Financial Services
910
+ 9.09%
$70.82 - $81.87 $64.4K - $74.5K
10.9K $839K
WIT
Wipro LTD

Technology
38.4K
+ 696.59%
$3.54 - $7.24 $136K - $278K
43.9K $155K
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
FCNCA
First Citizens Bancshares Inc

Financial Services
45
+ 57.69%
$1818.92 - $2353.08 $81.9K - $106K
123 $259K
ADSK
Autodesk, Inc.

Technology
467
+ 15.62%
N/A
3.46K $849K
AWK
American Water Works Company, Inc.

Utilities
1.28K
+ 63.0%
$123.83 - $146.07 $159K - $187K
3.32K $412K
DECK
Deckers Outdoor Corp

Consumer Cyclical
162
+ 8.77%
$152.04 - $211.12 $24.6K - $34.2K
2.01K $408K
UAL
United Airlines Holdings, Inc.

Industrials
494
+ 30.42%
$55.62 - $102.44 $27.5K - $50.6K
2.12K $205K
KBR
Kbr, Inc.

Industrials
1.95K
+ 2708.33%
$55.19 - $72.02 $108K - $140K
2.02K $117K
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
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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