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
SUPN
Supernus Pharmaceuticals, Inc.

Healthcare
-10
- 1.63%
$31.89 - $37.83 $319 - $378
604 $21K
IHG
Intercontinental Hotels Group PLC

Consumer Cyclical
-43
- 7.61%
$109.13 - $130.93 $4.69K - $5.63K
522 $65K
IP
International Paper CO

Consumer Cyclical
-127
- 6.99%
$46.64 - $59.57 $5.92K - $7.57K
1.69K $91K
TTWO
Take Two Interactive Software Inc

Communication Services
-33
- 9.73%
$147.66 - $190.46 $4.87K - $6.29K
306 $56K
YPF
Ypf Sociedad Anonima

Energy
-404
- 40.68%
$21.67 - $44.88 $8.75K - $18.1K
589 $25K
UPST
Upstart Holdings, Inc.

Financial Services
-2
- 1.05%
$37.78 - $84.46 $75.6 - $169
188 $11K
WTFC
Wintrust Financial Corp

Financial Services
-39
- 7.33%
$104.15 - $138.5 $4.06K - $5.4K
493 $61K
TPL
Texas Pacific Land Corp

Energy
-2
- 7.41%
$915.49 - $1730.0 $1.83K - $3.46K
25 $27K
EXEL
Exelixis, Inc.

Healthcare
-96
- 9.68%
$25.39 - $36.46 $2.44K - $3.5K
896 $29K
TRGP
Targa Resources Corp.

Energy
-48
- 10.46%
$150.58 - $207.69 $7.23K - $9.97K
411 $73K
AME
Ametek Inc

Industrials
-20
- 1.75%
$165.89 - $197.38 $3.32K - $3.95K
1.13K $202K
XPO
Xpo Logistics, Inc.

Industrials
-30
- 6.16%
$105.35 - $158.2 $3.16K - $4.75K
457 $59K
SYF
Synchrony Financial

Financial Services
-101
- 11.48%
$49.01 - $68.55 $4.95K - $6.92K
779 $50K
ZION
Zions Bancorporation, National Association

Financial Services
-4
- 0.41%
$45.62 - $61.73 $182 - $247
982 $53K
TEVA
Teva Pharmaceutical Industries LTD

Healthcare
-150
- 5.89%
$16.43 - $22.77 $2.46K - $3.42K
2.4K $52K
LUV
Southwest Airlines CO

Industrials
-1
- 0.05%
$28.99 - $34.84 $29 - $34.8
1.89K $63K
AMP
Ameriprise Financial Inc

Financial Services
-76
- 9.74%
$473.15 - $574.01 $36K - $43.6K
704 $374K
JEPQ
J P Morgan ETF Tr Nasdaq Equit

ETFs
-324
- 1.84%
$53.94 - $58.15 $17.5K - $18.8K
17.3K $976K
IYW
Ishares Dj Us Tech ETF

ETFs
-470
- 4.45%
$148.14 - $166.23 $69.6K - $78.1K
10.1K $1.61M
CAH
Cardinal Health Inc

Healthcare
-213
- 4.67%
$107.89 - $125.33 $23K - $26.7K
4.35K $514K
BRBR
Bellring Brands, Inc.

Consumer Defensive
-15
- 2.03%
$60.38 - $78.79 $906 - $1.18K
724 $54K
SKYY
First Trust Cloud Computing Et

ETFs
-215
- 9.91%
$99.98 - $130.46 $21.5K - $28K
1.95K $232K
BA
Boeing CO

Industrials
-139
- 9.41%
$138.14 - $180.72 $19.2K - $25.1K
1.34K $236K
HQY
Healthequity, Inc.

Healthcare
-7
- 0.71%
$78.18 - $104.65 $547 - $733
975 $93K
ESAB
Esab Corp

Industrials
-11
- 1.15%
$102.05 - $135.08 $1.12K - $1.49K
948 $114K
NET
Cloudflare, Inc.

Technology
-23
- 3.8%
$78.11 - $117.56 $1.8K - $2.7K
583 $62K
MKL
Markel Corp

Financial Services
-1
- 1.02%
$1542.01 - $1785.11 $1.54K - $1.79K
97 $167K
FCTR
First Tr Exchange Traded Fd

ETFs
-1.01K
- 3.87%
$30.91 - $35.25 $31.1K - $35.5K
25K $823K
JEF
Jefferies Financial Group Inc.

Financial Services
-68
- 5.48%
$61.95 - $81.75 $4.21K - $5.56K
1.17K $91K
DRI
Darden Restaurants Inc

Consumer Cyclical
-116
- 6.88%
$155.96 - $188.66 $18.1K - $21.9K
1.57K $293K
NTRS
Northern Trust Corp

Financial Services
-2
- 0.15%
$88.4 - $111.16 $177 - $222
1.34K $137K
IBKR
Interactive Brokers Group, Inc.

Financial Services
-393
- 16.79%
$138.3 - $192.95 $54.4K - $75.8K
1.95K $343K
PCAR
Paccar Inc

Industrials
-4
- 0.11%
$97.92 - $118.41 $392 - $474
3.62K $376K
LNG
Cheniere Energy, Inc.

Energy
-25
- 3.4%
$181.07 - $225.92 $4.53K - $5.65K
711 $152K
SOFI
So Fi Technologies, Inc.

Financial Services
-352
- 9.68%
$7.63 - $16.88 $2.69K - $5.94K
3.29K $50K
ALK
Alaska Air Group, Inc.

Industrials
-4
- 0.33%
$42.48 - $67.6 $170 - $270
1.21K $78K
DTM
Dt Midstream, Inc.

Energy
-78
- 5.01%
$78.85 - $108.56 $6.15K - $8.47K
1.48K $146K
LPLA
Lpl Financial Holdings Inc.

Financial Services
-204
- 20.82%
$229.85 - $335.91 $46.9K - $68.5K
776 $253K
OKE
Oneok Inc

Energy
-85
- 2.13%
$92.28 - $117.05 $7.84K - $9.95K
3.91K $392K
GM
General Motors CO

Consumer Cyclical
-30
- 0.82%
$44.82 - $60.2 $1.34K - $1.81K
3.61K $192K
UNM
Unum Group

Financial Services
-96
- 3.54%
$58.88 - $77.07 $5.65K - $7.4K
2.62K $191K
BX
Blackstone Inc.

Financial Services
-71
- 3.12%
$148.45 - $199.05 $10.5K - $14.1K
2.21K $380K
CRWD
Crowd Strike Holdings, Inc.

Technology
-144
- 10.73%
$275.15 - $388.2 $39.6K - $55.9K
1.2K $409K
TMAT
Northern Lts Fd Tr Iv Main The

ETFs
-8.23K
- 12.27%
$17.5 - $22.47 $144K - $185K
58.9K $1.23M
HON
Honeywell International Inc

Industrials
-239
- 5.22%
$202.84 - $236.0 $48.5K - $56.4K
4.34K $980K
FTNT
Fortinet, Inc.

Technology
-52
- 2.17%
$76.49 - $99.21 $3.98K - $5.16K
2.35K $221K
DDOG
Datadog, Inc.

Technology
-289
- 10.33%
$113.98 - $168.65 $32.9K - $48.7K
2.51K $358K
EMR
Emerson Electric CO

Industrials
-340
- 5.74%
$108.13 - $134.33 $36.8K - $45.7K
5.58K $691K
AFRM
Affirm Holdings, Inc.

Technology
-49
- 2.03%
$38.48 - $72.86 $1.89K - $3.57K
2.36K $143K
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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