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
IBM
International Business Machines Corp

Technology
543
+ 9.12%
$204.9 - $238.04 $111K - $129K
6.5K $1.43M
AAAU
Goldman Sachs Physical Gold ETF

ETFs
4.34K
+ 20.14%
$25.33 - $27.57 $110K - $120K
25.9K $670K
GWW
W.W. Grainger, Inc.

Industrials
99
+ 28.13%
$1023.06 - $1220.93 $101K - $121K
451 $475K
UBS
Ubs Group Ag

Financial Services
3.68K
+ 74.54%
$29.78 - $33.08 $110K - $122K
8.62K $261K
BMO
Bank Of Montreal

Financial Services
1.1K
+ 2038.89%
$89.75 - $103.39 $98.8K - $114K
1.16K $112K
SPTM
Spdr Portfolio S&P 1500 Compos

ETFs
1.07K
+ 4.71%
$69.3 - $74.3 $74.3K - $79.6K
23.8K $1.7M
VTV
Vanguard Value ETF

ETFs
660
+ 40.44%
$168.32 - $181.87 $111K - $120K
2.29K $388K
DGRW
Wisdomtree Tr Us Quality Divid

ETFs
1.4K
+ 32.39%
$80.93 - $85.66 $113K - $120K
5.73K $463K
CI
Cigna Corp

Healthcare
792
+ 47.91%
$265.59 - $358.58 $210K - $284K
2.45K $675K
DIHP
Dimensional ETF Tr Dimensional

ETFs
4.92K
+ 56.85%
$25.15 - $27.57 $124K - $136K
13.6K $342K
KRC
Kilroy Realty Corp

Real Estate
1.14K
+ 3.83%
$37.51 - $43.55 $42.6K - $49.4K
30.8K $1.25M
HPE
Hewlett Packard Enterprise CO

Technology
4.23K
+ 52.44%
$19.31 - $23.95 $81.7K - $101K
12.3K $262K
TTEK
Tetra Tech Inc

Industrials
3.3K
+ 67.41%
$39.8 - $50.52 $131K - $167K
8.2K $326K
CSGP
Costar Group, Inc.

Real Estate
1.42K
+ 89.19%
$69.7 - $81.97 $98.9K - $116K
3.01K $215K
TM
Toyota Motor Corp

Consumer Cyclical
420
+ 60.61%
$169.2 - $199.52 $71.1K - $83.8K
1.11K $216K
CZR
Caesars Entertainment, Inc.

Consumer Cyclical
3.74K
+ 94.78%
$32.82 - $45.55 $123K - $170K
7.69K $256K
LULU
Lululemon Athletica Inc.

Consumer Cyclical
149
+ 46.42%
$260.53 - $404.79 $38.8K - $60.3K
470 $179K
COP
Conocophillips

Energy
1.37K
+ 18.99%
$95.12 - $114.72 $130K - $157K
8.56K $849K
CCI
Crown Castle International Corp

Real Estate
3.86K
+ 41.71%
$89.78 - $119.11 $346K - $459K
13.1K $1.19M
LPX
Louisiana Pacific Corp

Industrials
865
+ 1184.93%
$98.02 - $120.27 $84.8K - $104K
938 $97K
SNOW
Snowflake Inc.

Technology
384
+ 51.82%
$109.65 - $186.51 $42.1K - $71.6K
1.13K $173K
PEY
Invesco Exchange Traded Fd Tr

ETFs
4.93K
+ 20.16%
$21.1 - $23.08 $104K - $114K
29.4K $624K
PGHY
Invesco ETF Tr Ii Global Short

ETFs
5.45K
+ 16.33%
$19.65 - $20.27 $107K - $110K
38.8K $762K
WDAY
Workday, Inc.

Technology
235
+ 12.25%
$233.85 - $279.91 $55K - $65.8K
2.15K $555K
VOYA
Voya Financial, Inc.

Financial Services
1.3K
+ 446.74%
$65.93 - $83.9 $85.7K - $109K
1.59K $109K
HDB
Hdfc Bank LTD

Financial Services
1.28K
+ 37.56%
$59.45 - $68.01 $76.1K - $87.1K
4.69K $299K
EMN
Eastman Chemical CO

Basic Materials
1.34K
+ 73.97%
$90.03 - $110.64 $121K - $149K
3.16K $288K
XLB
Select Sector Spdr Fd Material

ETFs
1.56K
+ 36.97%
$83.8 - $97.58 $131K - $153K
5.8K $487K
ECL
Ecolab Inc.

Basic Materials
646
+ 18.59%
$234.32 - $261.43 $151K - $169K
4.12K $965K
RY
Royal Bank Of Canada

Financial Services
662
+ 365.75%
$119.72 - $128.02 $79.3K - $84.7K
843 $101K
PNR
Pentair PLC

Industrials
757
+ 136.89%
$95.0 - $109.21 $71.9K - $82.7K
1.31K $131K
IAU
Ishares Gold Trust

ETFs
1.58K
+ 22.01%
$48.37 - $52.65 $76.6K - $83.4K
8.78K $434K
VST
Vistra Corp.

Utilities
240
+ 10.69%
$115.74 - $166.61 $27.8K - $40K
2.49K $342K
PANW
Palo Alto Networks Inc

Technology
2.66K
+ 104.03%
$181.96 - $405.9 $483K - $1.08M
5.21K $948K
HIW
Highwoods Properties, Inc.

Real Estate
3.1K
+ 42.88%
$29.37 - $36.37 $91K - $113K
10.3K $315K
EQR
Equity Residential

Real Estate
1.34K
+ 15.31%
$69.12 - $77.48 $92.3K - $103K
10.1K $721K
PBT
Permian Basin Royalty Trust

Energy
9.18K
+ 22.51%
$10.49 - $13.86 $96.3K - $127K
49.9K $553K
DTE
Dte Energy CO

Utilities
625
+ 62.88%
$117.04 - $129.77 $73.2K - $81.1K
1.62K $195K
WK
Workiva Inc

Technology
602
+ 3010.0%
$76.11 - $114.78 $45.8K - $69.1K
622 $68K
CUZ
Cousins Properties Inc

Real Estate
1.71K
+ 12.91%
$28.63 - $31.94 $48.8K - $54.5K
14.9K $456K
VOE
Vanguard Mid Cap Value Index F

ETFs
414
+ 139.39%
$160.89 - $176.18 $66.6K - $72.9K
711 $115K
ELS
Equity Lifestyle Properties Inc

Real Estate
1.55K
+ 19.25%
$66.06 - $72.51 $102K - $112K
9.58K $638K
EW
Edwards Lifesciences Corp

Healthcare
751
+ 65.53%
$64.54 - $75.92 $48.5K - $57K
1.9K $140K
JAZZ
Jazz Pharmaceuticals PLC

Healthcare
494
+ 184.33%
$107.32 - $127.74 $53K - $63.1K
762 $93K
VNO
Vornado Realty Trust

Real Estate
662
+ 4.86%
$38.63 - $45.76 $25.6K - $30.3K
14.3K $600K
SRLN
Ssga Active Trust

ETFs
1.56K
+ 4.7%
$41.48 - $42.08 $64.6K - $65.6K
34.7K $1.45M
VWO
Vanguard Ftse Emerging Mkts Et

ETFs
1.55K
+ 106.31%
$44.04 - $49.49 $68.3K - $76.8K
3.01K $132K
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
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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