Geo Wealth Management, LLC Sells in Q4 2024

Geo Wealth Management, LLC

  • $2.92 Billion
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
LOW
Lowes Companies Inc

Consumer Cyclical
-376
- 6.34%
$244.52 - $284.07 $91.9K - $107K
5.55K $1.37M
IEUR
Ishares Tr Ishares Core Msci E

ETFs
-2.87K
- 29.48%
$53.86 - $60.27 $155K - $173K
6.87K $370K
MCD
Mcdonalds Corp

Consumer Cyclical
-483
- 9.14%
$288.47 - $316.54 $139K - $153K
4.8K $1.39M
MU
Micron Technology Inc

Technology
-1.35K
- 25.32%
$84.16 - $113.41 $114K - $153K
3.98K $335K
COST
Costco Wholesale Corp

Consumer Defensive
-350
- 9.77%
$873.59 - $994.69 $306K - $348K
3.23K $2.96M
CL
Colgate Palmolive CO

Consumer Defensive
-1.39K
- 21.11%
$90.22 - $102.31 $125K - $142K
5.19K $472K
SHEL
Shell PLC

Energy
-2.77K
- 24.78%
$60.63 - $70.23 $168K - $195K
8.42K $527K
EMXC
Ishares Inc Msci Emerging Mkts

ETFs
-1.71K
- 8.55%
$55.45 - $61.08 $94.8K - $104K
18.3K $1.01M
VPL
Vanguard Ftse Pacific ETF Ftse

ETFs
-1.68K
- 14.49%
$70.63 - $78.23 $119K - $132K
9.93K $705K
FJUL
First Tr Exch Trd Fd Viii Ft C

Technology
-4.24K
- 77.96%
$47.71 - $49.76 $202K - $211K
1.2K $58K
NUE
Nucor Corp

Basic Materials
-381
- 8.18%
$115.78 - $167.74 $44.1K - $63.9K
4.28K $499K
FSEP
First Tr ETF Viii Cboe Vest Us

ETFs
-4.45K
- 77.62%
$44.57 - $46.43 $198K - $207K
1.28K $58K
FAUG
First Tr ETF Viii Cboe Vest Us

ETFs
-4.36K
- 77.96%
$45.35 - $47.21 $198K - $206K
1.23K $57K
CEG
Constellation Energy Corp

Utilities
-503
- 21.04%
$224.28 - $285.52 $113K - $144K
1.89K $424K
PBE
Invesco Exchange Traded Fd Tr

ETFs
-2.32K
- 18.46%
$65.93 - $72.24 $153K - $168K
10.2K $681K
TDG
Trans Digm Group Inc

Industrials
-106
- 27.97%
$1239.0 - $1442.53 $131K - $153K
273 $345K
SPMD
Spdr Portfolio

ETFs
-3.58K
- 5.85%
$54.13 - $59.56 $194K - $213K
57.5K $3.14M
BSV
Vanguard Bd Index Fd Inc Short

ETFs
-2.45K
- 95.7%
$77.02 - $78.58 $188K - $192K
110 $8K
DOW
Dow Inc.

Basic Materials
-2.15K
- 29.38%
$39.1 - $55.34 $83.9K - $119K
5.16K $206K
ADMA
Adma Biologics, Inc.

Healthcare
-4.3K
- 10.36%
$15.62 - $22.62 $67.2K - $97.3K
37.2K $638K
EFV
Msci Eafe Value ETF

ETFs
-68
- 0.18%
$51.78 - $57.15 $3.52K - $3.89K
36.9K $1.93M
JSCP
Jp Morgan Exch Traded Fd Tr Sh

ETFs
-3.41K
- 9.67%
$46.63 - $47.41 $159K - $162K
31.9K $1.49M
GLD
Spdr Gold Trust

ETFs
-734
- 5.65%
$236.59 - $257.5 $174K - $189K
12.3K $2.97M
QUAL
Ishares Msci Usa Quality Facto

ETFs
-846
- 2.99%
$176.42 - $186.91 $149K - $158K
27.4K $4.88M
MCHP
Microchip Technology Inc

Technology
-1.38K
- 30.12%
$55.51 - $79.05 $76.4K - $109K
3.19K $183K
UNP
Union Pacific Corp

Industrials
-530
- 15.52%
$223.15 - $249.32 $118K - $132K
2.89K $657K
HD
Home Depot, Inc.

Consumer Cyclical
-261
- 5.24%
$385.02 - $431.37 $100K - $113K
4.72K $1.84M
SO
Southern CO

Utilities
-1.48K
- 19.05%
$81.5 - $94.15 $121K - $139K
6.28K $517K
RDVY
First Trust Rising Dividend Ac

ETFs
-3.04K
- 48.84%
$58.65 - $64.37 $178K - $196K
3.19K $188K
ROP
Roper Technologies Inc

Industrials
-237
- 15.41%
$519.85 - $575.95 $123K - $137K
1.3K $676K
EMLP
First Tr Exchange Traded Iv

ETFs
-5.5K
- 68.23%
$33.69 - $38.24 $185K - $210K
2.56K $91K
CMCSA
Comcast Corp

Communication Services
-1.91K
- 7.62%
$37.39 - $45.14 $71.5K - $86.4K
23.2K $870K
PUK
Prudential PLC

Financial Services
-4.42K
- 12.19%
$15.52 - $18.99 $68.6K - $83.9K
31.8K $507K
VGLT
Vanguard Long Term Treasury Et

ETFs
-1.68K
- 15.47%
$55.1 - $61.74 $92.4K - $104K
9.16K $507K
INTF
Ishares Tr

ETFs
-871
- 1.85%
$28.54 - $31.26 $24.9K - $27.2K
46.2K $1.33M
CSX
Csx Corp

Industrials
-3.93K
- 38.92%
$31.58 - $36.88 $124K - $145K
6.17K $198K
HII
Huntington Ingalls Industries, Inc.

Industrials
-539
- 85.28%
$184.96 - $264.65 $99.7K - $143K
93 $17K
JPIE
J P Morgan Exchange Traded Fd
-3.02K
- 24.53%
$45.59 - $46.25 $138K - $140K
9.3K $424K
PGR
Progressive Corp

Financial Services
-228
- 3.65%
$239.6 - $268.88 $54.6K - $61.3K
6.02K $1.44M
QQQE
Direxion Nasdaq 100 Equal Weig

ETFs
-1.54K
- 22.87%
$89.01 - $96.24 $137K - $148K
5.18K $464K
KEYS
Keysight Technologies, Inc.

Technology
-881
- 73.97%
$149.01 - $172.53 $131K - $152K
310 $49K
TMFC
Rbb Rf Inc Motley Fool 100 Ind

ETFs
-13.9K
- 7.72%
$55.58 - $62.6 $772K - $869K
166K $9.97M
SPSM
Spdr Portfolio S&P 600 Small C

ETFs
-1.72K
- 1.71%
$44.33 - $49.55 $76.4K - $85.4K
99.1K $4.45M
ESGU
Ishares Trust Ishares Esg Awar

ETFs
-1.18K
- 20.19%
$124.61 - $133.96 $147K - $158K
4.67K $601K
SDVY
First Tr ETF Vi Smid Cap Risin

ETFs
-3.59K
- 21.44%
$35.45 - $40.33 $127K - $145K
13.1K $471K
HUM
Humana Inc

Healthcare
-347
- 52.1%
$233.89 - $304.18 $81.2K - $106K
319 $80K
FXO
First Tr Exchange Traded Fd Fi

ETFs
-3.3K
- 19.41%
$50.63 - $59.0 $167K - $195K
13.7K $741K
TIPZ
Pimco ETF Tr Broad Us Tips Ind

ETFs
-1.46K
- 6.72%
$51.82 - $54.2 $75.8K - $79.3K
20.3K $1.05M
BND
Vanguard Bd Index Fd Inc Total

ETFs
-895
- 4.85%
$71.75 - $75.11 $64.2K - $67.2K
17.6K $1.26M
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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