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
ACN
Accenture PLC

Technology
210
+ 2.93%
$343.9 - $376.86 $72.2K - $79.1K
7.37K $2.59M
ILMN
Illumina, Inc.

Healthcare
406
+ 17.65%
$128.99 - $155.15 $52.4K - $63K
2.71K $361K
D
Dominion Energy, Inc

Utilities
1.38K
+ 44.06%
$52.63 - $60.92 $72.5K - $83.9K
4.5K $242K
GIB
Cgi Inc

Technology
579
+ 80.42%
$107.0 - $116.25 $62K - $67.3K
1.3K $142K
BRX
Brixmor Property Group Inc.

Real Estate
2.66K
+ 31.44%
N/A
11.1K $252K
DAR
Darling Ingredients Inc.

Consumer Defensive
2.19K
+ 54.78%
$33.0 - $43.05 $72.2K - $94.2K
6.19K $208K
AVY
Avery Dennison Corp

Industrials
349
+ 187.63%
$186.26 - $220.48 $65K - $76.9K
535 $100K
SONY
Sony Group Corp

Technology
6.74K
+ 611.8%
$17.53 - $96.8 $118K - $653K
7.84K $165K
VIV
Telefonica Brasil S.A.

Communication Services
7.98K
+ 1429.39%
$7.5 - $10.25 $59.8K - $81.8K
8.53K $64K
IBHE
Ishares Ibonds 2025 Term High

ETFs
2.58K
+ 52.1%
$23.08 - $23.28 $59.5K - $60K
7.52K $174K
SLF
Sun Life Financial Inc

Financial Services
978
+ 4657.14%
$55.43 - $62.69 $54.2K - $61.3K
999 $59K
MKC
Mccormick & CO Inc

Consumer Defensive
921
+ 41.52%
$73.97 - $84.09 $68.1K - $77.4K
3.14K $239K
VDE
Vanguard Energy ETF

ETFs
486
+ 44.02%
$116.67 - $136.78 $56.7K - $66.5K
1.59K $192K
SBAC
Sba Communications Corp

Real Estate
424
+ 51.46%
$198.24 - $249.31 $84.1K - $106K
1.25K $254K
QEFA
Spdr Index Shs Fds Msci Eafe S

ETFs
748
+ 5.77%
N/A
13.7K $1.03M
TGT
Target Corp

Consumer Defensive
1.21K
+ 23.26%
$121.59 - $160.69 $147K - $195K
6.42K $868K
MSTR
Microstrategy Inc

Technology
165
+ 242.65%
$162.69 - $473.83 $26.8K - $78.2K
233 $67K
GNMA
Ishares Gnma Bond ETF

ETFs
1.3K
+ 321.29%
$42.8 - $44.74 $55.6K - $58.1K
1.7K $73K
NMR
Nomura Holdings Inc

Financial Services
8.7K
+ 105.97%
$5.05 - $6.25 $43.9K - $54.4K
16.9K $97K
IWS
Ishares Russell Midcap Value E

ETFs
659
+ 6.3%
$128.08 - $140.32 $84.4K - $92.5K
11.1K $1.44M
GOLD
Barrick Gold Corp

Basic Materials
5.82K
+ 71.77%
$15.23 - $21.19 $88.6K - $123K
13.9K $215K
UMC
United Microelectronics Corp

Technology
9.5K
+ 236.27%
$6.34 - $8.35 $60.2K - $79.3K
13.5K $87K
EWJ
Ishares Msci Japan ETF

ETFs
871
+ 70.93%
$66.18 - $71.84 $57.6K - $62.6K
2.1K $140K
DFEV
Dimensional ETF Tr Emerging Mk

ETFs
2.43K
+ 53.03%
$26.16 - $29.13 $63.4K - $70.6K
7K $183K
DEHP
Dimensional ETF Tr Emerging Mk

ETFs
2.55K
+ 52.77%
$24.74 - $27.68 $63.1K - $70.6K
7.39K $182K
XLU
Utilities Sector Spdr

ETFs
1.73K
+ 11.27%
$74.89 - $82.93 $129K - $143K
17K $1.29M
TT
Trane Technologies PLC

Industrials
181
+ 20.43%
$369.35 - $419.14 $66.9K - $75.9K
1.07K $394K
FSTA
Fidelity Covington Tr Msci Con

ETFs
1.24K
+ 16.54%
$49.28 - $52.29 $61.3K - $65K
8.76K $433K
PSA
Public Storage

Real Estate
1.4K
+ 24.37%
$289.33 - $360.21 $406K - $505K
7.16K $2.14M
TD
Toronto Dominion Bank

Financial Services
934
+ 972.92%
$51.56 - $63.8 $48.2K - $59.6K
1.03K $54K
LVS
Las Vegas Sands Corp

Consumer Cyclical
908
+ 104.73%
$47.96 - $55.17 $43.5K - $50.1K
1.78K $91K
MET
Metlife Inc

Financial Services
604
+ 15.79%
$78.15 - $88.25 $47.2K - $53.3K
4.43K $362K
PAYC
Paycom Software, Inc.

Technology
146
+ 34.6%
$159.94 - $240.25 $23.4K - $35.1K
568 $116K
STPZ
Pimco ETF Tr 1 5 Yr Us Tips In

ETFs
888
+ 81.24%
$52.19 - $52.87 $46.3K - $46.9K
1.98K $103K
RJF
Raymond James Financial Inc

Financial Services
155
+ 23.0%
$123.0 - $170.1 $19.1K - $26.4K
829 $128K
UPS
United Parcel Service Inc

Industrials
554
+ 22.41%
$122.65 - $138.35 $67.9K - $76.6K
3.03K $381K
ASX
Ase Technology Holding Co., Ltd.

Technology
4.33K
+ 75.33%
$9.49 - $10.74 $41.1K - $46.5K
10.1K $101K
EGP
Eastgroup Properties Inc

Real Estate
348
+ 67.05%
$158.74 - $185.14 $55.2K - $64.4K
867 $139K
LAMR
Lamar Advertising CO

Real Estate
388
+ 100.78%
$121.37 - $138.11 $47.1K - $53.6K
773 $94K
DASH
Door Dash, Inc.

Communication Services
51
+ 3.7%
$141.93 - $180.48 $7.24K - $9.2K
1.43K $239K
KKR
Kkr & Co. Inc.

Financial Services
51
+ 2.49%
$129.87 - $162.87 $6.62K - $8.31K
2.1K $310K
COIN
Coinbase Global, Inc.

Technology
71
+ 20.17%
$163.17 - $343.62 $11.6K - $24.4K
423 $105K
MAA
Mid America Apartment Communities Inc.

Real Estate
380
+ 9.57%
$149.17 - $165.2 $56.7K - $62.8K
4.35K $672K
SAN
Banco Santander, S.A.

Financial Services
10.6K
+ 81.96%
$4.49 - $5.05 $47.7K - $53.6K
23.6K $107K
ENFR
Alerian Energy Infrastructure

ETFs
862
+ 17.79%
$28.52 - $33.11 $24.6K - $28.5K
5.71K $177K
BABA
Alibaba Group Holding LTD

Consumer Cyclical
612
+ 119.07%
$82.28 - $117.52 $50.4K - $71.9K
1.13K $95K
DKS
Dick'S Sporting Goods, Inc.

Consumer Cyclical
116
+ 17.34%
$193.7 - $235.05 $22.5K - $27.3K
785 $179K
TKC
Turkcell Iletisim Hizmetleri A S

Communication Services
6.02K
+ 167.93%
$6.08 - $6.83 $36.6K - $41.1K
9.6K $62K
CYBR
Cyber Ark Software Ltd.

Technology
111
+ 264.29%
$274.1 - $333.15 $30.4K - $37K
153 $50K
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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