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
HE
Hawaiian Electric Industries Inc

Utilities
-1.69K
- 43.94%
$9.12 - $10.98 $15.4K - $18.6K
2.16K $21K
LYV
Live Nation Entertainment, Inc.

Communication Services
-215
- 36.38%
$109.06 - $140.54 $23.4K - $30.2K
376 $48K
MILN
Global X Funds Global X Millen

ETFs
-682
- 14.02%
$41.22 - $48.0 $28.1K - $32.7K
4.18K $188K
APD
Air Products & Chemicals, Inc.

Basic Materials
-16
- 1.13%
$285.5 - $335.62 $4.57K - $5.37K
1.39K $404K
CME
Cme Group Inc.

Financial Services
-166
- 8.35%
$221.17 - $246.02 $36.7K - $40.8K
1.82K $423K
VYMI
Vanguard Whitehall Fds Intl Hi

ETFs
-122
- 10.03%
$67.29 - $73.38 $8.21K - $8.95K
1.09K $74K
PFFV
Global X Variable Rate Preferr

Technology
-477
- 6.61%
$23.57 - $24.48 $11.2K - $11.7K
6.74K $158K
STE
Steris PLC

Healthcare
-30
- 15.79%
$204.34 - $235.7 $6.13K - $7.07K
160 $32K
BBCA
J P Morgan ETF Tr Betabuilders

ETFs
-49
- 0.8%
$70.12 - $75.48 $3.44K - $3.7K
6.04K $426K
LOGI
Logitech International S.A.

Technology
-124
- 22.46%
$77.08 - $91.82 $9.56K - $11.4K
428 $35K
LW
Lamb Weston Holdings, Inc.

Consumer Defensive
-231
- 20.3%
$62.09 - $82.32 $14.3K - $19K
907 $60K
COKE
Coca Cola Consolidated, Inc.

Consumer Defensive
-9
- 30.0%
$1124.26 - $1344.96 $10.1K - $12.1K
21 $26K
APA
Apa Corp

Energy
-349
- 10.23%
$20.47 - $27.07 $7.14K - $9.45K
3.06K $70K
FPEI
First Tr ETF Iii Instl Pfd Sec

ETFs
-603
- 21.2%
$18.62 - $19.05 $11.2K - $11.5K
2.24K $41K
MUSA
Murphy Usa Inc.

Consumer Cyclical
-25
- 41.67%
$473.11 - $555.48 $11.8K - $13.9K
35 $17K
RSG
Republic Services, Inc.

Industrials
-64
- 7.31%
$198.0 - $218.75 $12.7K - $14K
811 $163K
AMCR
Amcor PLC

Consumer Cyclical
-313
- 7.38%
$9.34 - $11.37 $2.92K - $3.56K
3.93K $36K
PFG
Principal Financial Group Inc

Financial Services
-60
- 6.46%
$74.91 - $91.26 $4.49K - $5.48K
869 $67K
SMFG
Sumitomo Mitsui Financial Group, Inc.

Financial Services
-1.94K
- 22.29%
$12.27 - $15.41 $23.8K - $29.9K
6.76K $97K
AZO
Autozone Inc

Consumer Cyclical
-5
- 7.14%
$2981.19 - $3370.27 $14.9K - $16.9K
65 $208K
GNRC
Generac Holdings Inc.

Industrials
-48
- 4.98%
$154.28 - $195.11 $7.41K - $9.37K
915 $141K
WSO
Watsco Inc

Industrials
-14
- 5.62%
$466.57 - $568.78 $6.53K - $7.96K
235 $111K
MMYT
Make My Trip LTD

Consumer Cyclical
-129
- 3.7%
N/A
3.36K $289K
CF
Cf Industries Holdings, Inc.

Basic Materials
-129
- 10.09%
$81.39 - $94.14 $10.5K - $12.1K
1.15K $98K
ROL
Rollins Inc

Consumer Cyclical
-179
- 28.64%
$46.35 - $51.59 $8.3K - $9.23K
446 $20K
HRL
Hormel Foods Corp

Consumer Defensive
-349
- 41.85%
$29.21 - $33.55 $10.2K - $11.7K
485 $15K
EUFN
Ishares Msci Europe Financials

ETFs
-136
- 2.82%
$23.06 - $24.69 $3.14K - $3.36K
4.68K $109K
MANH
Manhattan Associates Inc

Technology
-30
- 14.71%
$263.36 - $309.78 $7.9K - $9.29K
174 $47K
RGLD
Royal Gold Inc

Basic Materials
-44
- 8.73%
$131.05 - $154.26 $5.77K - $6.79K
460 $60K
FITB
Fifth Third Bancorp

Financial Services
-159
- 3.7%
$41.76 - $48.44 $6.64K - $7.7K
4.14K $174K
CNP
Centerpoint Energy Inc

Utilities
-707
- 12.6%
$28.58 - $32.66 $20.2K - $23.1K
4.9K $155K
WBD
Warner Bros. Discovery, Inc.

Communication Services
-1.98K
- 43.59%
$7.33 - $12.37 $14.5K - $24.5K
2.57K $27K
PPG
Ppg Industries Inc

Basic Materials
-2
- 0.27%
$119.09 - $131.37 $238 - $263
730 $87K
FIS
Fidelity National Information Services, Inc.

Technology
-70
- 5.2%
$80.14 - $90.95 $5.61K - $6.37K
1.28K $103K
AKAM
Akamai Technologies Inc

Technology
-101
- 9.29%
N/A
986 $89K
AMR
Alpha Metallurgical Resources, Inc.

Basic Materials
-40
- 80.0%
$198.56 - $251.73 $7.94K - $10.1K
10 $2K
BBWI
Bath & Body Works, Inc.

Consumer Cyclical
-398
- 48.89%
$28.38 - $39.27 $11.3K - $15.6K
416 $16K
TFC
Truist Financial Corp

Financial Services
-288
- 4.52%
$41.51 - $48.1 $12K - $13.9K
6.08K $263K
GILD
Gilead Sciences, Inc.

Healthcare
-830
- 10.43%
$83.95 - $97.9 $69.7K - $81.3K
7.13K $658K
TAP
Molson Coors Beverage CO

Consumer Defensive
-129
- 3.73%
$53.97 - $63.88 $6.96K - $8.24K
3.33K $190K
CCJ
Cameco Corp

Energy
-277
- 15.54%
$48.64 - $61.14 $13.5K - $16.9K
1.51K $77K
MAR
Marriott International Inc

Consumer Cyclical
-251
- 12.33%
$246.06 - $292.59 $61.8K - $73.4K
1.78K $497K
SBLK
Star Bulk Carriers Corp.

Industrials
-67
- 8.6%
$14.7 - $23.59 $985 - $1.58K
712 $10K
POR
Portland General Electric CO

Utilities
-9
- 0.51%
$43.52 - $48.99 $392 - $441
1.75K $76K
FAST
Fastenal CO

Industrials
-150
- 3.73%
$69.99 - $84.35 $10.5K - $12.7K
3.87K $278K
TER
Teradyne, Inc

Technology
-37
- 7.54%
$102.58 - $133.62 $3.8K - $4.94K
454 $57K
CHE
Chemed Corp

Healthcare
-7
- 13.21%
$517.44 - $613.19 $3.62K - $4.29K
46 $24K
SBS
Companhia De Saneamento Basico Do Estado De Sao Paulo Sabesp

Utilities
-145
- 7.2%
$13.9 - $17.11 $2.02K - $2.48K
1.87K $26K
MOS
Mosaic CO

Basic Materials
-151
- 8.65%
$23.87 - $28.34 $3.6K - $4.28K
1.59K $39K
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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