Geo Wealth Management, LLC Goldman Sachs Access Treasury Transaction History

Geo Wealth Management, LLC

$2.73 Billion
Q3 2024

A detailed history of Geo Wealth Management, LLC transactions in Goldman Sachs Access Treasury stock. As of the latest transaction made, Geo Wealth Management, LLC holds 10,463 shares of GBIL stock, worth $1.05 Million. This represents 0.04% of its overall portfolio holdings.

Number of Shares

10,463

Previous 61,460 82.98%

Holding current value

$1.05 Million

Previous $6.15 Million 82.94%

% of portfolio

0.04%

Previous 0.28%

9 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Nov 12, 2024	SELL	$99.7 - $100.3 $5.08 Million - $5.11 Million	-50,997 Reduced 82.98%	10,463 $1.05 Million
Q2 2024 Aug 12, 2024	SELL	$99.66 - $100.12 $5.24 Million - $5.26 Million	-52,544 Reduced 46.09%	61,460 $6.15 Million
Q1 2024 May 15, 2024	SELL	$99.75 - $100.89 $11.4 Million - $11.5 Million	-114,004 Closed	0 $0
Q1 2024 May 15, 2024	BUY	$99.75 - $100.89 $6.47 Million - $6.54 Million	64,861 Added 131.98%	114,004 $11.5 Million
Q4 2023 Feb 13, 2024	BUY	$99.69 - $100.2 $887,340 - $891,880	8,901 Added 22.12%	49,143 $4.9 Million
Q3 2023 Nov 13, 2023	BUY	$99.65 - $100.12 $981,253 - $985,881	9,847 Added 32.4%	40,242 $4.03 Million
Q2 2023 Aug 10, 2023	BUY	$99.68 - $100.11 $2.54 Million - $2.55 Million	25,447 Added 514.29%	30,395 $3.04 Million
Q1 2023 May 12, 2023	SELL	$99.66 - $100.16 $24.9 Million - $25 Million	-249,642 Reduced 98.06%	4,948 $496,000
Q4 2022 Feb 13, 2023	BUY	$99.58 - $99.94 $25.4 Million - $25.4 Million	254,590 New	254,590 $25.4 Million

Others Institutions Holding GBIL

# of Institutions

328

Shares Held

45.2M

Call Options Held

Put Options Held

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About GOLDMAN SACHS ACCESS TREASURY

Ticker GBIL
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Geo Wealth Management, LLC Goldman Sachs Access Treasury Transaction History