Geo Wealth Management, LLC Portfolio Holdings

Geo Wealth Management, LLC

  • $2.92 Billion
  • Q4 2024

Geo Wealth Management, LLC has filed its 13F form on February 13, 2025 for Q4 2024 where it was disclosed a total value porftolio of $2.92 Billion distributed in 2047 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Ishares Core Total Usd Bond Ma with a value of $203M, Dimensional ETF Tr U S Core Eq with a value of $186M, Vanguard Index Fds S&P 500 ETF with a value of $163M, Vanguard Large Cap ETF with a value of $117M, and Vanguard Mun Bd Fds Tax Exempt with a value of $97M.

Examining the 13F form we can see an increase of $191M in the current position value, from $2.73B to 2.92B. Also it can be appreciated an additional of 226 stocks purchases and 1 closed positions.

Geo Wealth Management, LLC is based out at Chicago, IL

Below you can find more details about Geo Wealth Management, LLC portfolio as well as his latest detailed transactions.

Portfolio value $2.92 Billion
ETFs: $2.3 Billion
Technology: $148 Million
Financial Services: $77.6 Million
Real Estate: $64.5 Million
Healthcare: $55.6 Million
Consumer Cyclical: $52.6 Million
Communication Services: $44.7 Million
Industrials: $34.1 Million
Other: $60.9 Million

Stock Holdings Table Market Cap. of $50 Millions to $300 Millions

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$186M
$1,000 0.0% of portfolio
349
Q4 2024 Added 57.92%
$142M
$1,000 0.0% of portfolio
148
Q4 2024 New
$236M
$0 0.0% of portfolio
20
Q4 2024 New
$221M
$0 0.0% of portfolio
124
Q4 2024 Reduced 94.17%
$283M
$39,000 0.0% of portfolio
2,576
Q4 2024 Reduced 27.8%
$50.6M
$13,000 0.0% of portfolio
10,942
Q4 2024 New
$110M
$0 0.0% of portfolio
102
Q4 2024 Reduced 96.95%
$273M
$1,000 0.0% of portfolio
33
Q3 2024 New
$288M
$0 0.0% of portfolio
-
Q4 2024 Added 4.5%
$243M
$0 0.0% of portfolio
173
Q4 2024 Reduced 88.18%
$132M
$0 0.0% of portfolio
135
Q4 2024 New
$170M
$4,000 0.0% of portfolio
3,001
Q4 2024 Added 82.99%
$62M
$0 0.0% of portfolio
100
Q4 2024 New

Summary

  • Portfolio
  • No. of Stocks 2,047
  • Current Value $2.92 Billion
  • Prior Value $2.73 Billion
  • Filing
  • Period Q4 2024
  • Filing Date February 13, 2025
  • Form Type 13F-HR
  • Activity in Q4 2024
  • New Purchases 226 stocks
  • Additional Purchases 753 stocks
  • Sold out of 1 stocks
  • Reduced holdings in 716 stocks
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