Geo Wealth Management, LLC Spdr S&P Kensho Clean Power Et Transaction History

Geo Wealth Management, LLC

6 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2023 Feb 13, 2024	BUY	$58.42 - $73.05 $42,237 - $52,815	723 Added 15.32%	5,443 $390,000
Q3 2023 Nov 13, 2023	BUY	$67.44 - $87.81 $37,901 - $49,349	562 Added 13.52%	4,720 $318,000
Q2 2023 Aug 10, 2023	BUY	$78.21 - $86.51 $33,395 - $36,939	427 Added 11.44%	4,158 $351,000
Q1 2023 May 12, 2023	BUY	$80.42 - $93.93 $32,409 - $37,853	403 Added 12.11%	3,731 $324,000
Q4 2022 Feb 13, 2023	BUY	$77.34 - $93.43 $67,595 - $81,657	874 Added 35.62%	3,328 $273,000
Q3 2022 Nov 14, 2022	BUY	$76.76 - $103.98 $188,369 - $255,166	2,454 New	2,454 $208,000

363K

Get notified when there are updates to the investment portfolio of Geo Wealth Management, LLC, based on Form 13F filings with the SEC.

Stay updated on Geo Wealth Management, LLC with notifications on news.