Geo Wealth Management, LLC New Holdings in Q4 2024

Geo Wealth Management, LLC

  • $2.92 Billion
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
JMOM
J P Morgan ETF Tr U S Momentum

ETFs
178K
New
$56.7 - $62.15 $10.1M - $11.1M
178K $10.4M
HYZD
Wisdomtree Tr Interest Rate He

ETFs
282K
New
$22.04 - $22.59 $6.22M - $6.38M
282K $6.28M
IETC
Ishares U S ETF Tr

ETFs
62.2K
New
$77.24 - $89.31 $4.81M - $5.56M
62.2K $5.31M
USMC
Principal ETF U S Mega Cap

ETFs
76.8K
New
$56.37 - $61.98 $4.33M - $4.76M
76.8K $4.61M
PSK
Spdr Ser Tr Spdr Ice Pfd Sec E

ETFs
87.6K
New
$32.75 - $35.81 $2.87M - $3.14M
87.6K $2.89M
HYLB
Xtrackers Usd High Yield Corp

ETFs
65.8K
New
$35.95 - $36.76 $2.36M - $2.42M
65.8K $2.37M
IBDQ
Ishares Ibonds Dec 2025 Term C

ETFs
34.8K
New
$25.0 - $25.11 $869K - $873K
34.8K $870K
AGGY
Wisdomtree Yield Enhanced U.S.

ETFs
20.2K
New
$42.79 - $44.9 $864K - $907K
20.2K $866K
MDYG
Spdr S&P 400 Mid Cap Growth Et

ETFs
9.06K
New
$86.65 - $94.9 $785K - $860K
9.06K $787K
FXU
First Tr Exchange Traded Fd Ut

ETFs
20.1K
New
$37.15 - $41.12 $748K - $828K
20.1K $762K
LONZ
Pimco ETF Tr Sr Ln Active Exch

ETFs
14.2K
New
$50.81 - $51.59 $720K - $731K
14.2K $724K
NULG
Nuveen Esg Large Cap Growth Et

ETFs
7.26K
New
$81.6 - $90.89 $592K - $660K
7.26K $623K
VOOG
Vanguard S&P 500 Growth ETF

ETFs
1K
New
$340.59 - $380.5 $341K - $381K
1K $366K
GDDY
Go Daddy Inc.

Technology
1.74K
New
$153.16 - $209.03 $266K - $363K
1.74K $343K
PGRO
Putnam ETF Tr Putnam Focused L

ETFs
7.67K
New
$35.61 - $40.35 $273K - $309K
7.67K $297K
SKX
Skechers Usa Inc

Consumer Cyclical
3.67K
New
$59.24 - $72.0 $218K - $264K
3.67K $246K
CNHI
Cnh Industrial N.V.

Industrials
23.7K
New
N/A
23.7K $246K
ARCC
Ares Capital Corp

Financial Services
10.6K
New
$20.74 - $22.27 $220K - $236K
10.6K $232K
BXSL
Blackstone Secured Lending Fund

Financial Services
6.9K
New
$29.25 - $33.27 $202K - $230K
6.9K $223K
ASIX
Advan Six Inc.

Basic Materials
7.75K
New
$27.85 - $32.87 $216K - $255K
7.75K $220K
UCTT
Ultra Clean Holdings, Inc.

Technology
6.13K
New
$33.45 - $40.93 $205K - $251K
6.13K $220K
UNTY
Unity Bancorp Inc

Financial Services
5.01K
New
$32.38 - $47.5 $162K - $238K
5.01K $218K
DKL
Delek Logistics Partners, LP

Energy
4.87K
New
$38.06 - $44.95 $185K - $219K
4.87K $205K
HTGC
Hercules Capital, Inc.

Financial Services
10K
New
$18.53 - $20.22 $185K - $202K
10K $200K
GHC
Graham Holdings CO

Consumer Defensive
226
New
$771.16 - $960.36 $174K - $217K
226 $197K
WLKP
Westlake Chemical Partners LP

Basic Materials
7.58K
New
$22.29 - $24.1 $169K - $183K
7.58K $175K
KBWD
Invesco ETF Tr Ii Kbw High Div

ETFs
10K
New
$14.52 - $15.51 $145K - $155K
10K $146K
CMC
Commercial Metals CO

Basic Materials
2.8K
New
$49.22 - $63.32 $138K - $177K
2.8K $138K
NLOK
Norton Life Lock Inc.

Technology
6.22K
New
N/A
6.22K $133K
PSO
Pearson PLC

Communication Services
8.3K
New
$13.3 - $16.28 $110K - $135K
8.3K $133K
PCH
Potlatchdeltic Corp

Real Estate
3.33K
New
$38.4 - $44.89 $128K - $149K
3.33K $130K
FLR
Fluor Corp

Industrials
2.59K
New
$46.92 - $58.93 $121K - $153K
2.59K $127K
CWT
California Water Service Group

Utilities
2.73K
New
$45.33 - $54.6 $124K - $149K
2.73K $123K
FRPT
Freshpet, Inc.

Consumer Defensive
824
New
$132.54 - $156.76 $109K - $129K
824 $122K
CHT
Chunghwa Telecom CO LTD

Communication Services
3.1K
New
$37.24 - $39.29 $115K - $122K
3.1K $116K
IGV
Ishares Expanded Tech Software

ETFs
1.15K
New
$87.5 - $110.17 $100K - $126K
1.15K $114K
RING
Ishares Inc Msci Global Gold M

ETFs
4.06K
New
$27.93 - $36.45 $113K - $148K
4.06K $114K
VVV
Valvoline Inc

Energy
2.8K
New
$36.18 - $43.41 $101K - $121K
2.8K $101K
CVLT
Commvault Systems Inc

Technology
672
New
$132.26 - $177.6 $88.9K - $119K
672 $101K
IWN
Ishares Russell2000 Val ETF

ETFs
585
New
$162.69 - $181.35 $95.2K - $106K
585 $96K
KD
Kyndryl Holdings, Inc.

Technology
2.44K
New
$22.43 - $35.79 $54.7K - $87.3K
2.44K $84K
UUP
Invesco Db Us Dollar Index Bullish Fund

ETFs
2.84K
New
$28.3 - $30.67 $80.4K - $87.2K
2.84K $83K
LRN
Stride, Inc.

Consumer Defensive
797
New
$64.04 - $110.79 $51K - $88.3K
797 $82K
EQL
Alps ETF Tr Equal Sector Weigh

ETFs
654
New
$125.0 - $133.2 $81.8K - $87.1K
654 $81K
PCOR
Procore Technologies, Inc.

Technology
1.05K
New
$58.8 - $85.72 $61.5K - $89.7K
1.05K $78K
GGAL
Grupo Financiero Galicia Sa

Financial Services
1.13K
New
$41.94 - $68.72 $47.5K - $77.8K
1.13K $70K
ANF
Abercrombie & Fitch CO

Consumer Cyclical
467
New
$131.26 - $163.78 $61.3K - $76.5K
467 $69K
RMBS
Rambus Inc

Technology
1.29K
New
$40.13 - $59.14 $51.8K - $76.3K
1.29K $68K
PKI
Perkinelmer Inc

Healthcare
541
New
N/A
541 $65K
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
Track This Portfolio

Track Geo Wealth Management, LLC Portfolio

Follow Geo Wealth Management, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Geo Wealth Management, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Geo Wealth Management, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email