Geo Wealth Management, LLC Closed Holding Positions

Geo Wealth Management, LLC

  • $2.73 Billion
  • Q3 2024
Stock Closed Quarter Shares Sold Price Range Trade History
HYI
Western Asset High Yield Defined Opportunity Fund Inc.

Financial Services
Q1 2024 Filed on May 15, 2024
15,423
$11.86 - $12.22 $183K - $188K
PRN
Invesco Dwa Industrials Moment

ETFs
Q1 2024 Filed on May 15, 2024
1,639
$113.68 - $139.73 $186K - $229K
PSL
Invesco Dwa Consumer Staples M
Q1 2024 Filed on May 15, 2024
2,247
N/A
DEF
Invesco Et Self Idxd Fd Tr Def

ETFs
Q1 2024 Filed on May 15, 2024
85,061
$0.0 - $72.51 $0 - $6.17M
UUP
Invesco Db Us Dollar Index Bullish Fund

ETFs
Q1 2024 Filed on May 15, 2024
574
$27.32 - $28.37 $15.7K - $16.3K
PAPR
Innovator U.S. Equity Power Bu

ETFs
Q1 2024 Filed on May 15, 2024
10,357
$32.46 - $33.59 $336K - $348K
Global X Fds
Q1 2024 Filed on May 15, 2024
10,699
N/A
FJAN
First Exc Trd Viii Cboe Vest U
Q1 2024 Filed on May 15, 2024
3,365
N/A
DMAR
First Tr Ex Tr Viii Cboe Vest
Q1 2024 Filed on May 15, 2024
3,852
$33.79 - $34.9 $130K - $134K
FCOM
Fidelity Covington Tr Msci Com

ETFs
Q1 2024 Filed on May 15, 2024
4,464
$43.75 - $49.63 $195K - $222K
FMAG
Fidelity Covington Tr

ETFs
Q1 2024 Filed on May 15, 2024
8,077
$23.56 - $28.23 $190K - $228K
FERG
Ferguson PLC

Industrials
Q1 2024 Filed on May 15, 2024
1,046
$184.06 - $221.27 $193K - $231K
CEFS
Exchange Listed Fds Tr Saba Cl

ETFs
Q1 2024 Filed on May 15, 2024
10,749
$18.7 - $20.67 $201K - $222K
ESGS
Columbia ETF Tr Isustainable U

ETFs
Q1 2024 Filed on May 15, 2024
23,036
$39.97 - $44.53 $921K - $1.03M
AZBJ
Aim ETF Prods Tr Allianzim Us

ETFs
Q1 2024 Filed on May 15, 2024
20,097
$0.0 - $30.45 $0 - $612K
Aim ETF Products Trust
Q1 2024 Filed on May 15, 2024
10,801
N/A
FXI
Ishares Tr

ETFs
Q1 2024 Filed on May 15, 2024
10,050
$21.14 - $24.64 $212K - $248K
TDVG
T Rowe Price Exchange Traded F

Technology
Q1 2024 Filed on May 15, 2024
8,702
$34.84 - $38.0 $303K - $331K
HIO
Western Asset High Income Opportunity Fund Inc.

Financial Services
Q1 2024 Filed on May 15, 2024
66,304
$3.88 - $4.02 $257K - $267K
XMPT
Vaneck Cef Muni Income ETF

ETFs
Q1 2024 Filed on May 15, 2024
15,469
$20.81 - $21.65 $322K - $335K
BLD
Top Build Corp

Industrials
Q1 2024 Filed on May 15, 2024
1,240
$347.53 - $440.73 $431K - $547K
TFII
Tfi International Inc.

Industrials
Q1 2024 Filed on May 15, 2024
1,281
$130.57 - $161.11 $167K - $206K
MDYG
Spdr S&P 400 Mid Cap Growth Et

ETFs
Q1 2024 Filed on May 15, 2024
3,115
$73.37 - $87.29 $229K - $272K
BILS
Spdr Bloomberg 3 12 Month T Bi

ETFs
Q1 2024 Filed on May 15, 2024
181,905
$99.05 - $99.53 $18M - $18.1M
RYAAY
Ryanair Holdings PLC

Industrials
Q1 2024 Filed on May 15, 2024
2,005
$121.15 - $146.68 $243K - $294K
PXD
Pioneer Natural Resources CO

Energy
Q1 2024 Filed on May 15, 2024
2,696
$216.49 - $262.5 $584K - $708K
NULG
Nuveen Esg Large Cap Growth Et

ETFs
Q1 2024 Filed on May 15, 2024
4,964
$67.37 - $76.81 $334K - $381K
ACWI
Ishares Msci Acwi ETF

ETFs
Q1 2024 Filed on May 15, 2024
1,201
$99.79 - $110.15 $120K - $132K
IJK
Ishares S&P Midcap 400 Growth

ETFs
Q1 2024 Filed on May 15, 2024
6,443
$76.81 - $91.25 $495K - $588K
LRGF
Ishares Tr

ETFs
Q1 2024 Filed on May 15, 2024
16,530
$47.39 - $53.82 $783K - $890K
JMOM
J P Morgan ETF Tr U S Momentum

ETFs
Q1 2024 Filed on May 15, 2024
45,702
$44.81 - $52.76 $2.05M - $2.41M
MASI
Masimo Corp

Healthcare
Q1 2024 Filed on May 15, 2024
2,147
$109.17 - $146.85 $234K - $315K
IBTE
Ishares Tr Ibonds Dec 2024 Ter

ETFs
Q1 2024 Filed on May 15, 2024
12,657
$23.85 - $23.95 $302K - $303K
PFM
Invesco Exchange Traded Fd Tr

ETFs
Q2 2022 Filed on Aug 12, 2022
45,489
$33.37 - $39.02 $1.52M - $1.77M
IUSG
Ishares Core S&P U.S Growth Et

ETFs
Q2 2022 Filed on Aug 12, 2022
109,503
$80.61 - $107.49 $8.83M - $11.8M
DWAS
Invesco ETF Tr Ii Dwa Smallcap

ETFs
Q2 2022 Filed on Aug 12, 2022
12,099
$67.91 - $87.08 $822K - $1.05M
COUP
Coupa Software Inc

Technology
Q2 2022 Filed on Aug 12, 2022
835
$50.91 - $108.6 $42.5K - $90.7K
FSK
Fs Kkr Capital Corp

Financial Services
Q2 2022 Filed on Aug 12, 2022
10,000
$18.37 - $23.1 $184K - $231K
FXD
First Tr Exchange Traded Fd

ETFs
Q2 2022 Filed on Aug 12, 2022
7,610
$43.78 - $55.49 $333K - $422K
IGV
Ishares Expanded Tech Software

ETFs
Q2 2022 Filed on Aug 12, 2022
3,874
$257.24 - $353.96 $997K - $1.37M
VOT
Vanguard Mid Cap Growth Index

ETFs
Q2 2022 Filed on Aug 12, 2022
684
$167.96 - $227.2 $115K - $155K
SPLB
Spdr Portfolio Long Term Corpo

ETFs
Q2 2022 Filed on Aug 12, 2022
33,980
$23.44 - $28.02 $796K - $952K
PSMG
Invesco Actively Managed ETF T

ETFs
Q2 2022 Filed on Aug 12, 2022
90,313
$15.86 - $18.41 $1.43M - $1.66M
XSMO
Invesco S&P Smallcap Momentum

ETFs
Q2 2022 Filed on Aug 12, 2022
19,648
$43.28 - $52.54 $850K - $1.03M
PSMB
Invesco Act Mng ETF Tr Bal Mul

ETFs
Q2 2022 Filed on Aug 12, 2022
42,084
N/A
Osi ETF Tr
Q2 2022 Filed on Aug 12, 2022
28,429
N/A
REM
Ishares Tr Mtg Real Estate ETF

ETFs
Q2 2022 Filed on Aug 12, 2022
2,882
$24.0 - $32.91 $69.2K - $94.8K
PRF
Invesco Exchange Traded Fd Tr

ETFs
Q2 2022 Filed on Aug 12, 2022
2,198
$145.08 - $172.75 $319K - $380K
QDEF
Flexshares Quality Div Defensi

ETFs
Q2 2022 Filed on Aug 12, 2022
124,043
$48.04 - $56.99 $5.96M - $7.07M
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