A detailed history of Geo Wealth Management, LLC transactions in Vaneck Morningstar Wide Moat E stock. As of the latest transaction made, Geo Wealth Management, LLC holds 108,453 shares of MOAT stock, worth $9.31 Million. This represents 0.34% of its overall portfolio holdings.

Number of Shares
108,453
Holding current value
$9.31 Million
% of portfolio
0.34%

Shares

10 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Nov 12, 2024

BUY
$85.84 - $85.84 $9.31 Million - $9.31 Million
108,453 New
108,453 $9.31 Million
Q1 2024

May 15, 2024

SELL
$82.58 - $89.9 $200,008 - $217,737
-2,422 Closed
0 $0
Q1 2024

May 15, 2024

SELL
$82.58 - $89.9 $17.1 Million - $18.6 Million
-207,010 Reduced 98.84%
2,422 $217,000
Q4 2023

Feb 13, 2024

BUY
$70.71 - $85.3 $14.6 Million - $17.6 Million
205,979 Added 5965.22%
209,432 $17.8 Million
Q3 2023

Nov 13, 2023

SELL
$74.88 - $83.28 $2.61 Million - $2.9 Million
-34,852 Reduced 90.99%
3,453 $261,000
Q2 2023

Aug 10, 2023

BUY
$72.17 - $80.16 $2.76 Million - $3.07 Million
38,305 New
38,305 $3.06 Million
Q2 2022

Aug 12, 2022

SELL
N/A
-384,852 Closed
0 $0
Q1 2022

May 13, 2022

BUY
N/A
384,852 New
384,852 $28.7 Million
Q4 2021

Feb 14, 2022

SELL
N/A
-41,889 Closed
0 $0
Q3 2021

Nov 12, 2021

BUY
N/A
41,889 New
41,889 $3.07 Million

Others Institutions Holding MOAT

About VANECK MORNINGSTAR WIDE MOAT E


  • Ticker MOAT
  • Sector ETFs
  • Industry ETFs
More about MOAT
Track This Portfolio

Track Geo Wealth Management, LLC Portfolio

Follow Geo Wealth Management, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

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

News

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