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
NIO
Nio Inc.

Consumer Cyclical
-306
- 46.15%
$4.31 - $7.21 $1.32K - $2.21K
357 $1K
ANSS
Ansys Inc

Technology
-37
- 7.72%
$313.05 - $361.45 $11.6K - $13.4K
442 $149K
OGE
Oge Energy Corp.

Utilities
-74
- 15.23%
$39.65 - $44.08 $2.93K - $3.26K
412 $16K
ELF
E.L.F. Beauty, Inc.

Consumer Defensive
-55
- 23.21%
$101.51 - $140.63 $5.58K - $7.73K
182 $22K
WPM
Wheaton Precious Metals Corp.

Basic Materials
-45
- 37.82%
$56.08 - $68.53 $2.52K - $3.08K
74 $4K
TROW
Price T Rowe Group Inc

Financial Services
-51
- 11.11%
$106.48 - $124.69 $5.43K - $6.36K
408 $46K
CBSH
Commerce Bancshares Inc

Financial Services
-59
- 46.83%
$57.04 - $74.36 $3.37K - $4.39K
67 $4K
ROK
Rockwell Automation, Inc

Industrials
-25
- 8.06%
$264.65 - $302.92 $6.62K - $7.57K
285 $81K
FUL
Fuller H B CO

Basic Materials
-23
- 31.94%
$67.09 - $80.64 $1.54K - $1.85K
49 $3K
RES
Rpc Inc

Energy
-267
- 10.12%
$5.63 - $7.14 $1.5K - $1.91K
2.37K $14K
FDHY
Fidelity Covington Trust High

ETFs
-38
- 35.51%
$48.24 - $49.25 $1.83K - $1.87K
69 $3K
SAFT
Safety Insurance Group Inc

Financial Services
-18
- 23.68%
$78.13 - $88.3 $1.41K - $1.59K
58 $4K
GGB
Gerdau S.A.

Basic Materials
-414
- 25.15%
$2.88 - $3.61 $1.19K - $1.49K
1.23K $3K
WAT
Waters Corp

Healthcare
-11
- 5.85%
$323.11 - $392.01 $3.55K - $4.31K
177 $65K
BITO
Proshares Tr Bitcoin Strategy

ETFs
-250
- 28.57%
$16.99 - $27.42 $4.25K - $6.86K
625 $14K
CLF
Cleveland Cliffs Inc.

Basic Materials
-54
- 13.24%
$9.24 - $13.94 $499 - $753
354 $3K
HRTX
Heron Therapeutics, Inc.

Healthcare
-1.29K
- 88.18%
$1.06 - $2.12 $1.37K - $2.74K
173 $0
IBP
Installed Building Products, Inc.

Consumer Cyclical
-7
- 53.85%
$174.32 - $254.42 $1.22K - $1.78K
6 $1K
ENVX
Enovix Corp

Industrials
-203
- 86.02%
$8.03 - $12.81 $1.63K - $2.6K
33 $0
ONON
On Holding Ag

Consumer Cyclical
-544
- 9.16%
$46.3 - $59.54 $25.2K - $32.4K
5.4K $295K
ICF
Ishares Tr

ETFs
-24
- 36.92%
$58.8 - $66.61 $1.41K - $1.6K
41 $2K
DB
Deutsche Bank Aktiengesellschaft

Financial Services
-12
- 0.14%
$16.2 - $17.97 $194 - $216
8.35K $142K
CMA
Comerica Inc

Financial Services
-57
- 9.34%
$57.88 - $72.73 $3.3K - $4.15K
553 $34K
WTRG
Essential Utilities, Inc.

Utilities
-16
- 3.79%
$36.18 - $40.55 $579 - $649
406 $14K
PGX
Invesco ETF Tr Ii Pfd ETF

ETFs
-105
- 37.91%
$11.42 - $12.5 $1.2K - $1.31K
172 $1K
IOVA
Iovance Biotherapeutics, Inc.

Healthcare
-50
- 6.1%
$7.17 - $12.28 $359 - $614
770 $5K
CPRT
Copart Inc

Consumer Cyclical
-467
- 9.43%
$51.36 - $63.8 $24K - $29.8K
4.48K $257K
DX
Dynex Capital Inc

Real Estate
-111
- 34.69%
$12.07 - $12.72 $1.34K - $1.41K
209 $2K
CHPT
Charge Point Holdings, Inc.

Consumer Cyclical
-2K
- 94.17%
$1.07 - $1.47 $2.14K - $2.94K
124 $0
CGNX
Cognex Corp

Technology
-42
- 40.78%
$35.61 - $43.05 $1.5K - $1.81K
61 $2K
FSV
First Service Corp

Real Estate
-2
- 5.71%
$176.17 - $197.05 $352 - $394
33 $5K
AWR
American States Water CO

Utilities
-11
- 35.48%
$77.72 - $87.27 $855 - $960
20 $1K
VTWO
Vanguard Russell 2000 ETF

ETFs
-7
- 1.92%
$87.42 - $98.06 $612 - $686
358 $31K
MNST
Monster Beverage Corp

Consumer Defensive
-44
- 1.33%
$49.24 - $56.38 $2.17K - $2.48K
3.27K $172K
AVA
Avista Corp

Utilities
-25
- 36.23%
$35.46 - $39.23 $887 - $981
44 $1K
MARA
Marathon Digital Holdings, Inc.

Financial Services
-20
- 36.36%
N/A
35 $0
RLI
Rli Corp

Financial Services
-13
- 18.84%
$151.91 - $180.89 $1.97K - $2.35K
56 $9K
RC
Ready Capital Corp

Real Estate
-155
- 82.01%
$6.71 - $7.57 $1.04K - $1.17K
34 $0
NRZ
New Residential Investment Corp.

Real Estate
-18
- 1.0%
N/A
1.79K $12K
CM
Canadian Imperial Bank Of Commerce

Financial Services
-17
- 12.59%
$59.58 - $67.31 $1.01K - $1.14K
118 $7K
RWT
Redwood Trust Inc

Real Estate
-18
- 13.04%
$6.44 - $7.7 $116 - $139
120 $0
CVCO
Cavco Industries Inc.

Consumer Cyclical
-1
- 33.33%
$409.8 - $533.17 $410 - $533
2 $0
CFB
Crossfirst Bankshares, Inc.

Financial Services
-32
- 4.6%
$15.15 - $17.96 $485 - $575
663 $10K
AVAV
Aero Vironment Inc

Industrials
-1
- 14.29%
$153.72 - $235.17 $154 - $235
6 $0
UMBF
Umb Financial Corp

Financial Services
-5
- 22.73%
$101.15 - $127.6 $506 - $638
17 $1K
PBRA
Petroleo Bras Ads (Ea Reptg 2
-144
- 48.32%
N/A
154 $2K
OPEN
Opendoor Technologies Inc.

Real Estate
-83
- 5.02%
$1.6 - $2.34 $133 - $194
1.57K $2K
SSB
South State Corp

Financial Services
-4
- 12.12%
$94.05 - $111.93 $376 - $448
29 $2K
IEX
Idex Corp

Industrials
-4
- 14.81%
$202.75 - $236.06 $811 - $944
23 $4K
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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