Geo Wealth Management, LLC Reduced Holdings in Q4 2024

Geo Wealth Management, LLC

  • $2.92 Billion
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
WMB
Williams Companies, Inc.

Energy
-1.22K
- 17.36%
$46.37 - $59.74 $56.6K - $72.9K
5.81K $314K
SLQD
Ishares 0 5 Year Investment Gr

ETFs
-30
- 0.37%
$49.58 - $50.28 $1.49K - $1.51K
8.04K $399K
AA
Alcoa Corp

Basic Materials
-163
- 14.26%
$36.62 - $47.42 $5.97K - $7.73K
980 $37K
LRGE
Legg Mason ETF Invt Tr Clearbr

ETFs
-184
- 5.6%
$72.16 - $78.82 $13.3K - $14.5K
3.1K $233K
DYNF
Blackrock ETF Tr U S Equity Fa

ETFs
-751
- 4.26%
$49.03 - $53.35 $36.8K - $40.1K
16.9K $865K
PODD
Insulet Corp

Healthcare
-94
- 15.44%
$227.79 - $275.7 $21.4K - $25.9K
515 $134K
TMHC
Taylor Morrison Home Corp

Consumer Cyclical
-34
- 5.88%
$59.24 - $74.8 $2.01K - $2.54K
544 $33K
VRRM
Verra Mobility Corp

Industrials
-10
- 0.73%
$22.68 - $27.76 $227 - $278
1.36K $32K
BWA
Borgwarner Inc

Consumer Cyclical
-13
- 1.15%
$31.48 - $35.49 $409 - $461
1.12K $35K
FN
Fabrinet

Technology
-9
- 3.72%
$214.76 - $271.08 $1.93K - $2.44K
233 $51K
ITA
Ishares Tr

ETFs
-38
- 31.15%
$144.31 - $157.31 $5.48K - $5.98K
84 $12K
PKG
Packaging Corp Of America

Consumer Cyclical
-66
- 7.09%
$211.98 - $248.85 $14K - $16.4K
865 $194K
NNN
National Retail Properties, Inc.

Real Estate
-4
- 0.51%
$39.77 - $49.34 $159 - $197
773 $31K
IFRA
Ishares Tr

ETFs
-110
- 6.56%
$45.94 - $51.71 $5.05K - $5.69K
1.57K $72K
LNT
Alliant Energy Corp

Utilities
-75
- 8.16%
$56.24 - $63.63 $4.22K - $4.77K
844 $49K
DGX
Quest Diagnostics Inc

Healthcare
-30
- 5.95%
N/A
474 $64K
SRE
Sempra Energy

Utilities
-160
- 7.84%
$80.81 - $94.77 $12.9K - $15.2K
1.88K $165K
LECO
Lincoln Electric Holdings Inc

Industrials
-25
- 22.52%
$187.47 - $219.94 $4.69K - $5.5K
86 $16K
CLX
Clorox CO

Consumer Defensive
-26
- 3.83%
$156.51 - $169.74 $4.07K - $4.41K
652 $105K
UTHR
United Therapeutics Corp

Healthcare
-13
- 10.4%
$348.66 - $410.0 $4.53K - $5.33K
112 $39K
ASGN
Asgn Inc

Technology
-31
- 10.1%
$83.2 - $100.79 $2.58K - $3.12K
276 $23K
DFS
Discover Financial Services

Financial Services
-227
- 21.66%
$136.3 - $182.67 $30.9K - $41.5K
821 $142K
USHY
Ishares Tr Broad Usd High Yiel

ETFs
-86
- 5.18%
$36.54 - $37.53 $3.14K - $3.23K
1.58K $57K
NYT
New York Times CO

Communication Services
-69
- 13.97%
$52.01 - $56.83 $3.59K - $3.92K
425 $22K
OC
Owens Corning

Industrials
-6
- 1.05%
$169.41 - $210.81 $1.02K - $1.26K
563 $95K
NVT
N Vent Electric PLC

Industrials
-43
- 5.58%
$67.69 - $79.19 $2.91K - $3.41K
728 $49K
ESPR
Esperion Therapeutics, Inc.

Healthcare
-3.25K
- 96.95%
$1.61 - $3.83 $5.22K - $12.4K
102 $0
KTB
Kontoor Brands, Inc.

Consumer Cyclical
-133
- 7.15%
$76.53 - $94.19 $10.2K - $12.5K
1.73K $147K
BSCQ
Invesco Et Self Idxd Fd Tr Bul

ETFs
-213
- 61.56%
$19.38 - $19.58 $4.13K - $4.17K
133 $2K
XAR
Spdr S&P Aerospace & Defense E

ETFs
-32
- 36.78%
$153.8 - $176.52 $4.92K - $5.65K
55 $9K
PBR
Petrobras Petroleo Brasileiro Sa

Energy
-196
- 16.16%
$12.61 - $15.33 $2.47K - $3K
1.02K $13K
HLT
Hilton Worldwide Holdings Inc.

Consumer Cyclical
-133
- 7.56%
$229.83 - $258.46 $30.6K - $34.4K
1.63K $401K
NI
Nisource Inc.

Utilities
-161
- 16.75%
$33.74 - $38.25 $5.43K - $6.16K
800 $29K
LFUS
Littelfuse Inc

Technology
-16
- 55.17%
$233.99 - $262.18 $3.74K - $4.19K
13 $3K
AN
Autonation, Inc.

Consumer Cyclical
-16
- 13.22%
$155.47 - $182.16 $2.49K - $2.91K
105 $17K
MTB
M&T Bank Corp

Financial Services
-128
- 6.14%
$172.48 - $221.95 $22.1K - $28.4K
1.96K $367K
CACI
Caci International Inc

Technology
-10
- 2.22%
N/A
440 $188K
SMG
Scotts Miracle Gro CO

Basic Materials
-3
- 1.54%
$65.14 - $93.47 $195 - $280
192 $12K
CHTR
Charter Communications, Inc.

Communication Services
-34
- 8.63%
$315.38 - $408.02 $10.7K - $13.9K
360 $123K
PTC
Ptc Inc.

Technology
-20
- 15.63%
$175.97 - $201.89 $3.52K - $4.04K
108 $19K
STLD
Steel Dynamics Inc

Basic Materials
-45
- 3.36%
N/A
1.3K $127K
CLOU
Global X Fds Cloud Computing E

ETFs
-390
- 27.2%
$20.08 - $25.59 $7.83K - $9.98K
1.04K $25K
X
United States Steel Corp

Basic Materials
-68
- 5.72%
$30.14 - $42.31 $2.05K - $2.88K
1.12K $38K
AM
Antero Midstream Corp

Energy
-217
- 3.64%
$14.22 - $15.97 $3.09K - $3.47K
5.74K $86K
SAIC
Science Applications International Corp

Technology
-4
- 5.41%
$110.11 - $154.1 $440 - $616
70 $7K
JJSF
J&J Snack Foods Corp

Consumer Defensive
-4
- 3.42%
$155.13 - $179.02 $621 - $716
113 $17K
ATO
Atmos Energy Corp

Utilities
-23
- 2.25%
$136.41 - $151.43 $3.14K - $3.48K
997 $138K
JQUA
J P Morgan ETF Tr U S Quality

ETFs
-59
- 98.33%
$55.86 - $60.21 $3.3K - $3.55K
1 $0
AEE
Ameren Corp

Utilities
-51
- 4.67%
$85.81 - $94.98 $4.38K - $4.84K
1.04K $92K
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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