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
BHP
Bhp Group LTD

Basic Materials
-281
- 12.03%
$48.78 - $62.43 $13.7K - $17.5K
2.06K $100K
SCHA
Schwab Strategic Tr Us Small C

ETFs
-866
- 97.63%
$25.33 - $51.16 $21.9K - $44.3K
21 $0
WCN
Waste Connections, Inc.

Industrials
-189
- 11.41%
$171.06 - $193.25 $32.3K - $36.5K
1.47K $251K
LVHI
Franklin International Low Vol

ETFs
-1.39K
- 64.49%
$29.98 - $31.57 $41.8K - $44K
767 $23K
MDB
Mongo Db, Inc.

Technology
-111
- 23.82%
$232.81 - $350.13 $25.8K - $38.9K
355 $82K
CTEC
Global X Fds Cleantech ETF

ETFs
-3.95K
- 39.4%
$6.71 - $8.23 $26.5K - $32.5K
6.08K $41K
STZ
Constellation Brands, Inc.

Consumer Defensive
-43
- 4.99%
$219.66 - $257.62 $9.45K - $11.1K
819 $180K
VOX
Vanguard Communication Service

ETFs
-370
- 22.92%
$144.31 - $163.57 $53.4K - $60.5K
1.24K $192K
RMD
Resmed Inc

Healthcare
-112
- 11.01%
$228.69 - $256.07 $25.6K - $28.7K
905 $206K
WPC
W. P. Carey Inc.

Real Estate
-198
- 5.0%
$53.44 - $61.33 $10.6K - $12.1K
3.76K $205K
BUG
Global X Fds Cybersecurity ETF

ETFs
-1.56K
- 20.04%
$30.13 - $34.51 $46.9K - $53.7K
6.21K $199K
HAL
Halliburton CO

Energy
-1.18K
- 24.68%
$25.77 - $31.99 $30.4K - $37.7K
3.6K $97K
OTIS
Otis Worldwide Corp

Industrials
-228
- 13.81%
$92.57 - $106.01 $21.1K - $24.2K
1.42K $131K
AES
Aes Corp

Utilities
-870
- 21.61%
$12.44 - $20.24 $10.8K - $17.6K
3.16K $40K
IUSV
Ishares Core S&P U.S. Value Et

ETFs
-390
- 34.15%
$91.94 - $100.02 $35.9K - $39K
752 $69K
IVLU
Ishares Tr Edge Msci Intl Valu

ETFs
-1.33K
- 84.34%
$26.65 - $29.34 $35.3K - $38.9K
246 $6K
FLCH
Franklin Templeton ETF Tr

ETFs
-1.59K
- 27.2%
$18.27 - $23.64 $29.1K - $37.7K
4.27K $78K
ZBH
Zimmer Biomet Holdings, Inc.

Healthcare
-331
- 57.47%
$101.77 - $113.02 $33.7K - $37.4K
245 $25K
FTSM
First Tr Enhanced Traded Fd Iv

ETFs
-543
- 1.48%
$59.74 - $60.03 $32.4K - $32.6K
36K $2.15M
ADP
Automatic Data Processing Inc

Industrials
-375
- 8.19%
$280.08 - $307.97 $105K - $115K
4.21K $1.23M
WST
West Pharmaceutical Services Inc

Healthcare
-125
- 56.56%
$285.69 - $344.0 $35.7K - $43K
96 $31K
MGC
Vanguard Mega Cap ETF

ETFs
-2.66K
- 3.01%
$204.21 - $220.18 $544K - $586K
85.7K $18.2M
CPB
Campbell Soup CO

Consumer Defensive
-607
- 50.54%
$41.42 - $48.71 $25.1K - $29.6K
594 $24K
RNRG
Glbl X Funds Glbl X Yldco & Re

ETFs
-2.45K
- 37.46%
$8.63 - $10.53 $21.1K - $25.8K
4.09K $35K
MO
Altria Group, Inc.

Consumer Defensive
-903
- 8.48%
$49.06 - $57.74 $44.3K - $52.1K
9.75K $509K
BKHY
Bny Mellon ETF Tr High Yield B

ETFs
-660
- 27.93%
$47.68 - $48.67 $31.5K - $32.1K
1.7K $81K
DG
Dollar General Corp

Consumer Defensive
-310
- 30.1%
$73.27 - $84.47 $22.7K - $26.2K
720 $54K
WING
Wingstop Inc.

Consumer Cyclical
-10
- 4.46%
$281.09 - $422.95 $2.81K - $4.23K
214 $60K
PCG
Pg&E Corp

Utilities
-1.99K
- 9.71%
$19.2 - $21.63 $38.3K - $43.1K
18.5K $374K
HYD
Vaneck High Yield Muni ETF

ETFs
-580
- 37.74%
$51.09 - $53.06 $29.6K - $30.8K
957 $49K
DRIV
Global X Fds Global X Autonomo

ETFs
-1.15K
- 13.78%
$22.45 - $24.22 $25.8K - $27.8K
7.18K $164K
ODFL
Old Dominion Freight Line, Inc.

Industrials
-62
- 7.41%
$176.4 - $231.84 $10.9K - $14.4K
775 $136K
DEED
First Tr Exch Trd Fd Viii Firs

ETFs
-1.08K
- 18.36%
$20.56 - $21.8 $22.3K - $23.6K
4.82K $99K
ALTL
Pacer Lunt Large Cap Altenator

Technology
-275
- 1.42%
$37.07 - $39.88 $10.2K - $11K
19.1K $708K
AOS
Smith A O Corp

Industrials
-68
- 6.01%
$68.02 - $88.94 $4.63K - $6.05K
1.06K $72K
ALL
Allstate Corp

Financial Services
-165
- 22.21%
$181.25 - $208.2 $29.9K - $34.4K
578 $111K
TFX
Teleflex Inc

Healthcare
-57
- 22.71%
$172.66 - $245.13 $9.84K - $14K
194 $34K
DINO
Hf Sinclair Corp

Energy
-303
- 16.14%
$33.69 - $47.67 $10.2K - $14.4K
1.57K $55K
VGSH
Vanguard

ETFs
-407
- 9.42%
$58.02 - $58.88 $23.6K - $24K
3.91K $227K
RPRX
Royalty Pharma PLC

Healthcare
-961
- 68.79%
$24.28 - $28.39 $23.3K - $27.3K
436 $11K
CAG
Conagra Brands Inc.

Consumer Defensive
-616
- 28.92%
$26.48 - $32.72 $16.3K - $20.2K
1.51K $42K
JAVA
Jp Morgan ETF Fd Tr Active Val

ETFs
-310
- 3.35%
$63.01 - $68.55 $19.5K - $21.3K
8.95K $566K
ON
On Semiconductor Corp

Technology
-113
- 5.48%
$63.05 - $74.7 $7.12K - $8.44K
1.95K $122K
PPA
Invesco Exchange Traded Fd Tr

ETFs
-225
- 3.48%
$113.79 - $124.5 $25.6K - $28K
6.24K $716K
TIPX
Spdr Bloomberg 1 10 Year Tips

ETFs
-71
- 0.13%
$18.41 - $18.97 $1.31K - $1.35K
56.2K $1.04M
VRT
Vertiv Holdings CO

Industrials
-318
- 11.9%
N/A
2.36K $204K
ADM
Archer Daniels Midland CO

Consumer Defensive
-176
- 9.51%
$49.38 - $59.52 $8.69K - $10.5K
1.68K $84K
HOLX
Hologic Inc

Healthcare
-273
- 37.09%
$70.76 - $83.72 $19.3K - $22.9K
463 $33K
NSA
National Storage Affiliates Trust

Real Estate
-6
- 0.25%
$37.2 - $47.44 $223 - $285
2.4K $91K
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