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
Raytheon CO
Q2 2020 Filed on Aug 14, 2020
2,529
N/A
HEDJ
Wisdomtree Europe Hedged Equit

ETFs
Q2 2020 Filed on Aug 14, 2020
32,218
$24.61 - $31.8 $793K - $1.02M
United States Oil Fund LP
Q2 2020 Filed on Aug 14, 2020
12,030
N/A
Global X Fds
Q2 2020 Filed on Aug 14, 2020
14,000
N/A
GQRE
Flexshares Tr Global Quality R

ETFs
Q2 2020 Filed on Aug 14, 2020
5,807
$43.19 - $56.33 $251K - $327K
MSBI
Midland States Bancorp, Inc.

Financial Services
Q1 2020 Filed on May 13, 2020
8,330
$14.01 - $28.9 $117K - $241K
United Technologies Corp
Q1 2020 Filed on May 13, 2020
2,521
N/A
FFTI
Northern Lts Fd Tr Iv
Q1 2020 Filed on May 13, 2020
11,406
N/A
USCI
United States Commodity Index Funds Trust

ETFs
Q1 2020 Filed on May 13, 2020
6,910
$13.03 - $17.98 $90K - $124K
HEZU
Ishares Currency Hedged Msci E

ETFs
Q1 2020 Filed on May 13, 2020
6,768
$20.27 - $33.12 $137K - $224K
PSEC
Prospect Capital Corp

Financial Services
Q1 2020 Filed on May 13, 2020
14,600
$4.04 - $6.61 $59K - $96.5K
AGGY
Wisdomtree Yield Enhanced U.S.

ETFs
Q1 2020 Filed on May 13, 2020
3,995
$47.17 - $54.55 $188K - $218K
FEZ
Spdr Euro Stoxx 50 ETF

ETFs
Q1 2020 Filed on May 13, 2020
7,532
$25.19 - $41.26 $190K - $311K
RLY
Ssga Active ETF Tr

ETFs
Q1 2020 Filed on May 13, 2020
11,356
$17.05 - $25.54 $194K - $290K
Cerner Corp
Q4 2019 Filed on Feb 13, 2020
4,171
N/A
BLES
Northern Lts Fd Tr Iv Inspire

ETFs
Q4 2019 Filed on Feb 13, 2020
11,305
$26.72 - $30.41 $302K - $344K
Fs Kkr Capital Corp
Q4 2019 Filed on Feb 13, 2020
28,456
N/A
FHLC
Fidelity Covington Tr Msci Hea

ETFs
Q4 2019 Filed on Feb 13, 2020
9,873
$42.3 - $50.02 $418K - $494K
FDIS
Fidelity Covington Tr Msci Con

ETFs
Q4 2019 Filed on Feb 13, 2020
6,434
$44.55 - $48.54 $287K - $312K
UWM
Proshares Ultra Russell 2000

ETFs
Q4 2019 Filed on Feb 13, 2020
3,469
$30.14 - $38.96 $105K - $135K
HYLB
Xtrackers Usd High Yield Corp

ETFs
Q4 2019 Filed on Feb 13, 2020
48,569
$39.54 - $40.45 $1.92M - $1.96M
Global X Fds
Q4 2019 Filed on Feb 13, 2020
37,804
N/A
SPFF
Global X Superincome Preferred

ETFs
Q4 2019 Filed on Feb 13, 2020
22,499
$11.56 - $11.79 $260K - $265K
IBD
Northern Lts Fd Tr Iv Inspire

ETFs
Q4 2019 Filed on Feb 13, 2020
11,828
$25.57 - $25.9 $302K - $306K
MVV
Proshares Ultra Midcap400

ETFs
Q4 2019 Filed on Feb 13, 2020
5,425
$36.89 - $45.3 $200K - $246K
FNDA
Schwab Fundamental U S Small C

ETFs
Q4 2019 Filed on Feb 13, 2020
9,056
$36.37 - $40.34 $329K - $365K
RWO
Spdr Dow Jones Global Real Est

ETFs
Q4 2019 Filed on Feb 13, 2020
11,181
$50.59 - $53.39 $566K - $597K
BWX
Spdr Bloomberg International T

ETFs
Q4 2019 Filed on Feb 13, 2020
111,318
$28.31 - $28.95 $3.15M - $3.22M
VOOV
Vanguard S&P 500 Value ETF

ETFs
Q4 2019 Filed on Feb 13, 2020
3,754
$111.31 - $125.71 $418K - $472K
VIOO
Vanguard S&P Small Cap 600 ETF

ETFs
Q4 2019 Filed on Feb 13, 2020
1,408
$68.75 - $76.32 $96.8K - $107K
Wisdomtree Tr
Q4 2019 Filed on Feb 13, 2020
15,260
N/A
EZM
Wisdomtree U.S. Midcap Fund

ETFs
Q4 2019 Filed on Feb 13, 2020
21,269
$37.75 - $42.41 $803K - $902K
BIBL
Northern Lts Fd Tr Iv

ETFs
Q4 2019 Filed on Feb 13, 2020
8,366
$27.05 - $30.51 $226K - $255K
Northern Lts Fd Tr Iv
Q4 2019 Filed on Feb 13, 2020
21,183
N/A
Global X Fds
Q4 2019 Filed on Feb 13, 2020
42,889
N/A
PCY
Invesco Fd Tr Ii Emerging Mkts

ETFs
Q4 2019 Filed on Feb 13, 2020
95,271
$28.58 - $29.63 $2.72M - $2.82M
RDIV
Invesco Exchange Traded Fd Tr

ETFs
Q4 2019 Filed on Feb 13, 2020
6,204
$35.86 - $39.93 $222K - $248K
SPHD
Invesco ETF Tr Ii S&P 500 High

ETFs
Q4 2019 Filed on Feb 13, 2020
5,393
$40.96 - $44.03 $221K - $237K
Suntrust Bks Inc
Q4 2019 Filed on Feb 13, 2020
2,955
N/A
Jp Morgan Exchange Traded Fd
Q4 2019 Filed on Feb 13, 2020
16,684
N/A
Kempharm Inc
Q4 2019 Filed on Feb 13, 2020
25,667
N/A
FFHG
Northern Lts Fd Tr Iv Formula

ETFs
Q4 2019 Filed on Feb 13, 2020
24,967
N/A
Northern Lts Fd Tr Iv
Q4 2019 Filed on Feb 13, 2020
34,750
N/A
Therapeuticsmd Inc
Q3 2019 Filed on Nov 14, 2019
12,500
N/A
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