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
FXL
First Tr Exchange Traded Fd Fi

ETFs
Q2 2022 Filed on Aug 12, 2022
7,072
$91.32 - $117.0 $646K - $827K
BSCM
Invesco Et Self Idxd Fd Tr Bul

ETFs
Q1 2022 Filed on May 13, 2022
32,179
$21.24 - $21.4 $683K - $689K
CEMB
Ishares J.P. Morgan Em Corpora

ETFs
Q1 2022 Filed on May 13, 2022
17,440
$45.03 - $50.85 $785K - $887K
VBK
Vanguard Small Cap Growth ETF

ETFs
Q1 2022 Filed on May 13, 2022
378
$224.28 - $282.83 $84.8K - $107K
Indexiq ETF Tr
Q1 2022 Filed on May 13, 2022
35,503
N/A
BBEU
Jp Morgan ETF Trust Betabuilde

ETFs
Q1 2022 Filed on May 13, 2022
11,329
$48.94 - $60.42 $554K - $684K
SYNH
Syneos Health, Inc.

Healthcare
Q1 2022 Filed on May 13, 2022
249
$74.15 - $99.36 $18.5K - $24.7K
GNOM
Global X Fds Genomics & Biotec

ETFs
Q1 2022 Filed on May 13, 2022
11,251
$13.33 - $19.98 $150K - $225K
SPBO
Spdr Ser Tr Spdr Portfolio Cor

ETFs
Q1 2022 Filed on May 13, 2022
925
$31.54 - $34.53 $29.2K - $31.9K
PNQI
Invesco Nasdaq Internet ETF

ETFs
Q1 2022 Filed on May 13, 2022
6,447
$142.93 - $216.6 $921K - $1.4M
RPG
Invesco Exchange Traded Fd Tr

ETFs
Q1 2022 Filed on May 13, 2022
1,026
$33.02 - $41.86 $33.9K - $42.9K
AMJ
Jpmorgan Chase & CO Alerian Ml

ETFs
Q1 2022 Filed on May 13, 2022
11,024
N/A
IPO
Renaissance Cap Greenwich Fds

ETFs
Q4 2021 Filed on Feb 14, 2022
25,835
$55.11 - $69.76 $1.42M - $1.8M
PRGO
Perrigo CO PLC

Healthcare
Q4 2021 Filed on Feb 14, 2022
4,575
$35.79 - $48.56 $164K - $222K
QLTA
Ishares Trust Aaa A Rated Corp

ETFs
Q4 2021 Filed on Feb 14, 2022
47,682
$55.6 - $57.0 $2.65M - $2.72M
MDYV
Spdr S&P 400 Mid Cap Value ETF

ETFs
Q4 2021 Filed on Feb 14, 2022
15,096
$66.5 - $72.84 $1M - $1.1M
DIV
Global X Superdividend Us ETF

ETFs
Q4 2021 Filed on Feb 14, 2022
6,918
$19.62 - $20.88 $136K - $144K
Osi ETF Tr
Q4 2021 Filed on Feb 14, 2022
4,713
N/A
AAXJ
Ishares Msci All Country Asia

ETFs
Q4 2021 Filed on Feb 14, 2022
33,745
$80.18 - $88.74 $2.71M - $2.99M
XBI
Spdr Ser Tr Spdr S&P Biotech E

ETFs
Q3 2021 Filed on Nov 12, 2021
7,478
$118.69 - $138.49 $888K - $1.04M
CHIQ
Global X Msci China Consumer D

ETFs
Q3 2021 Filed on Nov 12, 2021
25,179
$27.52 - $34.74 $693K - $875K
AIA
Ishares S&P Asia 50 ETF

ETFs
Q3 2021 Filed on Nov 12, 2021
469
$77.54 - $90.86 $36.4K - $42.6K
SDY
Spdr Series Tr Spdr S&P Divide

ETFs
Q3 2021 Filed on Nov 12, 2021
41,999
$117.12 - $125.76 $4.92M - $5.28M
ATVI
Activision Blizzard, Inc.

Communication Services
Q3 2021 Filed on Nov 12, 2021
527
$72.81 - $94.4 $38.4K - $49.7K
VRP
Invesco ETF Tr Ii Var Rate Pfd

ETFs
Q3 2021 Filed on Nov 12, 2021
1,885
$26.18 - $26.47 $49.3K - $49.9K
PUTW
Wisdomtree Tr Cboe S&P 500 Put

ETFs
Q2 2021 Filed on Aug 17, 2021
4,352
$29.95 - $31.8 $130K - $138K
Ishares Gold Trust
Q2 2021 Filed on Aug 17, 2021
2,330
N/A
EWX
Spdr S&P Emerging Markets Smal

ETFs
Q2 2021 Filed on Aug 17, 2021
8,014
$55.66 - $61.48 $446K - $493K
General Electric CO
Q2 2021 Filed on Aug 17, 2021
31,944
N/A
Fs Kkr Cap Corp Ii
Q2 2021 Filed on Aug 17, 2021
20,817
N/A
Jp Morgan Exchange Traded Fd
Q1 2021 Filed on May 13, 2021
163,029
N/A
LGH
Northern Lts Fd Tr Iii Hcm Def

ETFs
Q1 2021 Filed on May 13, 2021
65,419
$32.3 - $35.66 $2.11M - $2.33M
Spdr Index Shs Fds
Q1 2021 Filed on May 13, 2021
1,495
N/A
J P Morgan Exchange Traded F
Q1 2021 Filed on May 13, 2021
34,246
N/A
QQH
Northern Lts Fd Tr Iii Hcm Def

ETFs
Q1 2021 Filed on May 13, 2021
56,252
$38.28 - $44.84 $2.15M - $2.52M
VGK
Vanguard Ftse Europe ETF Ftse

ETFs
Q1 2021 Filed on May 13, 2021
9,942
$59.7 - $63.96 $594K - $636K
FTSD
Franklin ETF Tr Liberty Short

ETFs
Q4 2020 Filed on Feb 12, 2021
3,804
$95.49 - $95.85 $363K - $365K
TOTL
Ssga Active ETF Tr Spdr Doblel

ETFs
Q3 2020 Filed on Nov 13, 2020
8,434
$49.21 - $49.89 $415K - $421K
GSG
I Shares S&P Gsci Commodity Indexed Trust

ETFs
Q3 2020 Filed on Nov 13, 2020
12,332
$10.45 - $11.28 $129K - $139K
HTEC
Robo Global Healthcare

ETFs
Q3 2020 Filed on Nov 13, 2020
18,326
$31.14 - $35.14 $571K - $644K
BRK-A
Berkshire Hathaway Inc

Financial Services
Q3 2020 Filed on Nov 13, 2020
2
$267020.0 - $332840.0 $534K - $666K
CS
Credit Suisse Group Ag

Financial Services
Q3 2020 Filed on Nov 13, 2020
24,100
$9.48 - $11.56 $228K - $279K
ROBO
Robo Global Robotics And Autom

ETFs
Q3 2020 Filed on Nov 13, 2020
16,795
$43.42 - $49.68 $729K - $834K
ARKK
Ark ETF Tr Innovation ETF (De)

ETFs
Q3 2020 Filed on Nov 13, 2020
41,577
$73.5 - $97.21 $3.06M - $4.04M
FIW
First Trust Water ETF

ETFs
Q3 2020 Filed on Nov 13, 2020
11,546
$54.89 - $62.23 $634K - $719K
Ishares Tr
Q2 2020 Filed on Aug 14, 2020
49,351
N/A
Spdr Series Trust
Q2 2020 Filed on Aug 14, 2020
7,288
N/A
SPMB
Spdr Ser Tr Spdr Portfolio Mor

ETFs
Q2 2020 Filed on Aug 14, 2020
9,081
$26.53 - $26.95 $241K - $245K
Chevron Corp New
Q2 2020 Filed on Aug 14, 2020
3,198
N/A
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