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
BOTZ
Global X Fds

ETFs
-2.09K
- 15.03%
$31.11 - $34.18 $64.9K - $71.3K
11.8K $377K
BP
Bp PLC

Energy
-528
- 1.85%
$28.16 - $33.14 $14.9K - $17.5K
28K $826K
RACE
Ferrari N.V.

Consumer Cyclical
-70
- 8.63%
$422.83 - $490.34 $29.6K - $34.3K
741 $314K
ITW
Illinois Tool Works Inc

Industrials
-219
- 15.87%
$253.56 - $278.5 $55.5K - $61K
1.16K $294K
NRG
Nrg Energy, Inc.

Utilities
-691
- 14.97%
$85.3 - $101.61 $58.9K - $70.2K
3.93K $354K
STX
Seagate Technology Holdings PLC

Technology
-234
- 11.92%
$86.31 - $112.64 $20.2K - $26.4K
1.73K $149K
VLO
Valero Energy Corp

Energy
-349
- 18.67%
$118.59 - $144.02 $41.4K - $50.3K
1.52K $186K
CTVA
Corteva, Inc.

Basic Materials
-926
- 11.89%
$55.21 - $64.13 $51.1K - $59.4K
6.87K $391K
JIRE
J P Morgan Exchg Traded Fd Tr

ETFs
-449
- 8.76%
$58.46 - $65.6 $26.2K - $29.5K
4.68K $273K
IYR
Ishares Tr

ETFs
-417
- 13.95%
$90.74 - $102.87 $37.8K - $42.9K
2.57K $239K
ED
Consolidated Edison Inc

Utilities
-289
- 11.01%
$88.87 - $107.38 $25.7K - $31K
2.34K $208K
ENTG
Entegris Inc

Technology
-298
- 11.63%
$97.67 - $112.92 $29.1K - $33.7K
2.26K $224K
PINS
Pinterest, Inc.

Communication Services
-1.87K
- 60.67%
$28.24 - $34.15 $52.7K - $63.7K
1.21K $35K
PEG
Public Service Enterprise Group Inc

Utilities
-602
- 21.12%
$81.87 - $94.51 $49.3K - $56.9K
2.25K $190K
MLPA
Global X Mlp ETF

ETFs
-1.42K
- 29.76%
$47.44 - $52.61 $67.4K - $74.7K
3.35K $165K
LYB
Lyondell Basell Industries N.V.

Basic Materials
-424
- 30.05%
$72.97 - $96.75 $30.9K - $41K
987 $73K
PRU
Prudential Financial Inc

Financial Services
-364
- 5.05%
$114.59 - $129.52 $41.7K - $47.1K
6.85K $811K
SBUX
Starbucks Corp

Consumer Cyclical
-50
- 0.55%
$87.44 - $102.5 $4.37K - $5.13K
9.11K $830K
JLL
Jones Lang Lasalle Inc

Real Estate
-25
- 0.78%
$246.93 - $283.67 $6.17K - $7.09K
3.17K $801K
XYLD
Global X Fds S&P 500 Covered C

ETFs
-1.51K
- 14.03%
$40.86 - $43.42 $61.5K - $65.4K
9.23K $386K
MLM
Martin Marietta Materials Inc

Basic Materials
-97
- 23.66%
$516.5 - $619.58 $50.1K - $60.1K
313 $161K
PSX
Phillips 66

Energy
-159
- 7.02%
$110.35 - $138.93 $17.5K - $22.1K
2.11K $239K
DKNG
Draft Kings Inc.

Consumer Cyclical
-1.43K
- 59.88%
$35.32 - $44.84 $50.4K - $64K
956 $35K
ACGL
Arch Capital Group Ltd.

Financial Services
-93
- 3.85%
$88.71 - $114.86 $8.25K - $10.7K
2.32K $214K
AXON
Axon Enterprise, Inc.

Industrials
-387
- 42.9%
$399.22 - $689.78 $154K - $267K
515 $306K
HERO
Global X Fds Video Games & Esp

ETFs
-1.7K
- 10.22%
$22.79 - $25.51 $38.7K - $43.3K
14.9K $350K
SCHV
Schwab Strategic Tr Us Large C

ETFs
-237
- 27.15%
$25.79 - $80.4 $6.11K - $19.1K
636 $16K
GLW
Corning Inc

Technology
-1.46K
- 21.47%
$44.11 - $49.76 $64.6K - $72.8K
5.36K $254K
IGEB
Ishares Tr Edge Invt Grade Enh

ETFs
-1.16K
- 99.91%
$44.21 - $46.46 $51.1K - $53.7K
1 $0
NOC
Northrop Grumman Corp

Industrials
-50
- 9.67%
$466.52 - $543.88 $23.3K - $27.2K
467 $219K
GPC
Genuine Parts CO

Consumer Cyclical
-307
- 42.0%
$113.11 - $143.63 $34.7K - $44.1K
424 $49K
AEP
American Electric Power CO Inc

Utilities
-168
- 4.69%
$90.91 - $102.21 $15.3K - $17.2K
3.42K $315K
LCID
Lucid Group, Inc.

Consumer Cyclical
-14.3K
- 88.07%
$2.01 - $3.44 $28.8K - $49.2K
1.94K $5K
EMB
Ishares Tr

ETFs
-20
- 0.18%
$88.94 - $93.46 $1.78K - $1.87K
10.9K $968K
DD
Du Pont De Nemours, Inc.

Basic Materials
-81
- 2.36%
$75.95 - $88.05 $6.15K - $7.13K
3.35K $255K
FICO
Fair Isaac Corp

Technology
-27
- 31.76%
$1911.01 - $2382.4 $51.6K - $64.3K
58 $115K
EFX
Equifax Inc

Industrials
-138
- 37.5%
$245.03 - $293.5 $33.8K - $40.5K
230 $58K
IEMG
Ishares Inc

ETFs
-931
- 6.94%
N/A
12.5K $669K
SJNK
Spdr Bloomberg Short Term High

ETFs
-1.89K
- 37.79%
$25.09 - $25.69 $47.3K - $48.5K
3.11K $78K
MT
Arcelor Mittal

Basic Materials
-99
- 0.67%
$22.93 - $26.51 $2.27K - $2.62K
14.6K $338K
BIV
Vanguard Bd Index Fd Inc Inter

ETFs
-622
- 98.26%
$74.5 - $78.37 $46.3K - $48.7K
11 $0
EVRG
Evergy, Inc.

Utilities
-752
- 21.15%
$59.06 - $65.0 $44.4K - $48.9K
2.8K $172K
CBRE
Cbre Group, Inc.

Real Estate
-500
- 18.02%
$119.22 - $140.71 $59.6K - $70.4K
2.28K $298K
SLV
I Shares Silver Trust

ETFs
-1.12K
- 13.04%
$26.33 - $31.74 $29.6K - $35.7K
7.49K $197K
DPZ
Dominos Pizza Inc

Consumer Cyclical
-88
- 8.96%
$408.59 - $476.19 $36K - $41.9K
894 $375K
HEI
Heico Corp

Industrials
-163
- 56.6%
$237.06 - $279.02 $38.6K - $45.5K
125 $29K
BLDR
Builders First Source, Inc.

Industrials
-54
- 7.2%
$142.93 - $198.25 $7.72K - $10.7K
696 $99K
SCCO
Southern Copper Corp

Basic Materials
-68
- 4.23%
$91.13 - $117.95 $6.2K - $8.02K
1.54K $140K
XEL
Xcel Energy Inc

Utilities
-778
- 23.07%
$62.16 - $72.92 $48.4K - $56.7K
2.59K $175K
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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