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
STT
State Street Corp

Financial Services
77
+ 5.01%
$85.96 - $100.78 $6.62K - $7.76K
1.61K $158K
EQNR
Equinor Asa

Energy
985
+ 254.52%
$21.88 - $27.12 $21.6K - $26.7K
1.37K $32K
BWXT
Bwx Technologies, Inc.

Industrials
201
+ 1546.15%
$111.39 - $133.28 $22.4K - $26.8K
214 $23K
EVR
Evercore Inc.

Financial Services
39
+ 8.25%
$247.66 - $315.67 $9.66K - $12.3K
512 $141K
CW
Curtiss Wright Corp

Industrials
43
+ 15.64%
$335.08 - $389.49 $14.4K - $16.7K
318 $112K
AAL
American Airlines Group Inc.

Industrials
1.98K
+ 107.55%
N/A
3.82K $42K
MINO
Pimco ETF Tr Municipal Income

ETFs
490
+ 63.23%
$44.94 - $46.07 $22K - $22.6K
1.27K $57K
YUMC
Yum China Holdings, Inc.

Consumer Cyclical
462
+ 689.55%
$43.37 - $51.46 $20K - $23.8K
529 $25K
POWL
Powell Industries Inc

Industrials
99
+ 123.75%
$221.65 - $352.37 $21.9K - $34.9K
179 $39K
ADI
Analog Devices Inc

Technology
354
+ 11.5%
$206.35 - $236.48 $73K - $83.7K
3.43K $729K
MUFG
Mitsubishi Ufj Financial Group Inc

Financial Services
658
+ 7.77%
$9.95 - $12.23 $6.55K - $8.05K
9.13K $107K
VEEV
Veeva Systems Inc

Healthcare
101
+ 10.97%
$201.81 - $250.45 $20.4K - $25.3K
1.02K $214K
FHN
First Horizon Corp

Financial Services
6
+ 0.13%
$14.91 - $21.42 $89.5 - $129
4.71K $94K
SFM
Sprouts Farmers Market, Inc.

Consumer Defensive
142
+ 115.45%
$110.69 - $154.48 $15.7K - $21.9K
265 $33K
ORA
Ormat Technologies, Inc.

Utilities
835
+ 21.19%
$67.12 - $83.84 $56K - $70K
4.78K $323K
MEDP
Medpace Holdings, Inc.

Healthcare
62
+ 27.8%
$308.93 - $363.58 $19.2K - $22.5K
285 $94K
CBOE
Cboe Global Markets, Inc.

Financial Services
275
+ 7.1%
$191.61 - $217.84 $52.7K - $59.9K
4.15K $810K
CHKP
Check Point Software Technologies LTD

Technology
196
+ 6.91%
$170.18 - $209.01 $33.4K - $41K
3.03K $566K
WTM
White Mountains Insurance Group LTD

Financial Services
7
+ 26.92%
$1755.01 - $2015.0 $12.3K - $14.1K
33 $64K
MSCI
Msci Inc.

Financial Services
14
+ 2.03%
$569.09 - $635.99 $7.97K - $8.9K
703 $421K
BEN
Franklin Resources Inc

Financial Services
981
+ 350.36%
$19.35 - $22.76 $19K - $22.3K
1.26K $25K
IWB
Ishares Tr Russell 1000 ETF

ETFs
54
+ 24.88%
$311.11 - $335.64 $16.8K - $18.1K
271 $87K
MAS
Masco Corp

Industrials
322
+ 88.95%
$72.52 - $85.73 $23.4K - $27.6K
684 $49K
BIDU
Baidu, Inc.

Communication Services
308
+ 88.51%
$80.33 - $115.13 $24.7K - $35.5K
656 $55K
EDU
New Oriental Education & Technology Group Inc.

Consumer Defensive
318
+ 258.54%
$55.05 - $80.66 $17.5K - $25.6K
441 $28K
CHRW
C. H. Robinson Worldwide, Inc.

Industrials
239
+ 28.76%
$101.82 - $114.06 $24.3K - $27.3K
1.07K $110K
ACWX
Ishares Msci Acwi Ex Us ETF

ETFs
382
+ 545.71%
$52.1 - $57.26 $19.9K - $21.9K
452 $23K
BNS
Bank Of Nova Scotia

Financial Services
363
+ 558.46%
$51.5 - $57.02 $18.7K - $20.7K
428 $22K
DT
Dynatrace, Inc.

Technology
340
+ 49.49%
$51.09 - $59.6 $17.4K - $20.3K
1.03K $55K
NBIX
Neurocrine Biosciences Inc

Healthcare
102
+ 65.38%
$111.62 - $139.44 $11.4K - $14.2K
258 $35K
SKT
Tanger Factory Outlet Centers, Inc

Real Estate
209
+ 1.85%
$32.63 - $37.1 $6.82K - $7.75K
11.5K $393K
RELX
Relx PLC

Communication Services
996
+ 7.32%
$44.45 - $48.63 $44.3K - $48.4K
14.6K $663K
EQT
Eqt Corp

Energy
172
+ 15.26%
$35.62 - $46.89 $6.13K - $8.07K
1.3K $59K
EME
Emcor Group, Inc.

Industrials
28
+ 12.44%
$427.96 - $526.95 $12K - $14.8K
253 $114K
WTW
Willis Towers Watson PLC

Financial Services
56
+ 94.92%
$287.99 - $332.53 $16.1K - $18.6K
115 $35K
DSGX
Descartes Systems Group Inc

Technology
132
+ 63.16%
$100.21 - $121.37 $13.2K - $16K
341 $38K
UAA
Under Armour, Inc.

Consumer Cyclical
2.2K
+ 324.12%
$8.21 - $11.13 $18.1K - $24.5K
2.88K $23K
GTES
Gates Industrial Corp PLC

Industrials
789
+ 187.41%
$17.3 - $22.93 $13.6K - $18.1K
1.21K $24K
VTR
Ventas, Inc.

Real Estate
1.42K
+ 11.08%
$57.73 - $66.48 $82.1K - $94.5K
14.3K $839K
MPWR
Monolithic Power Systems Inc

Technology
122
+ 73.94%
$560.06 - $942.58 $68.3K - $115K
287 $169K
APG
A Pi Group Corp

Industrials
248
+ 11.55%
$31.48 - $39.26 $7.81K - $9.74K
2.4K $86K
ULTA
Ulta Beauty, Inc.

Consumer Cyclical
27
+ 32.93%
$338.38 - $446.21 $9.14K - $12K
109 $47K
KEY
Keycorp

Financial Services
886
+ 27.82%
$16.21 - $19.97 $14.4K - $17.7K
4.07K $69K
RBLX
Roblox Corp

Communication Services
75
+ 9.64%
$39.86 - $61.45 $2.99K - $4.61K
853 $49K
EA
Electronic Arts Inc.

Communication Services
69
+ 4.65%
$140.69 - $167.97 $9.71K - $11.6K
1.55K $227K
F
Ford Motor CO

Consumer Cyclical
3.23K
+ 12.01%
$9.69 - $11.4 $31.3K - $36.8K
30.1K $298K
NWL
Newell Brands Inc.

Consumer Defensive
1.27K
+ 159.92%
$7.18 - $11.63 $9.08K - $14.7K
2.06K $20K
UNIT
Uniti Group Inc.

Real Estate
2.58K
+ 1105.15%
$5.07 - $6.12 $13.1K - $15.8K
2.81K $15K
CTRA
Coterra Energy Inc.

Energy
265
+ 6.17%
$22.71 - $27.63 $6.02K - $7.32K
4.56K $116K
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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