Number of Shares
14,558
Previous 41,365 64.81%
Holding current value
$0
Previous $0 NaN%
% of portfolio
0.0%
Previous 0.0%

Shares

5 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2024

Feb 13, 2025

SELL
N/A
-26,807 Reduced 64.81%
14,558 $0
Q3 2024

Nov 12, 2024

BUY
N/A
5,616 Added 15.71%
41,365 $0
Q2 2024

Aug 12, 2024

BUY
N/A
7,164 Added 25.06%
35,749 $0
Q1 2024

May 15, 2024

SELL
N/A
-28,585 Closed
0 $0
Q1 2024

May 15, 2024

BUY
N/A
28,585 New
28,585 $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.