Geo Wealth Management, LLC Spdr Bloomberg Short Term High Transaction History

Geo Wealth Management, LLC

$2.48 Billion
Q1 2024

Shares

13 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q1 2024 May 15, 2024	SELL	$24.97 - $25.29 $2.95 Million - $2.99 Million	-118,128 Closed	0 $0
Q1 2024 May 15, 2024	BUY	$24.97 - $25.29 $89,717 - $90,866	3,593 Added 3.14%	118,128 $2.98 Million
Q4 2023 Feb 13, 2024	BUY	$23.92 - $25.29 $253,408 - $267,922	10,594 Added 10.19%	114,535 $2.88 Million
Q3 2023 Nov 13, 2023	SELL	$24.38 - $24.83 $1.35 Million - $1.38 Million	-55,513 Reduced 34.81%	103,941 $2.54 Million
Q2 2023 Aug 10, 2023	BUY	$24.32 - $24.74 $2.41 Million - $2.45 Million	98,974 Added 163.65%	159,454 $3.94 Million

Q1 2023 May 12, 2023	BUY	$24.16 - $25.15 $665,414 - $692,681	27,542 Added 83.62%	60,480 $1.5 Million
Q4 2022 Feb 13, 2023	SELL	$23.87 - $24.88 $18,403 - $19,182	-771 Reduced 2.29%	32,938 $798,000
Q3 2022 Nov 14, 2022	SELL	N/A	-1,799 Reduced 5.07%	33,709 $802,000
Q2 2022 Aug 12, 2022	SELL	N/A	-866 Reduced 2.38%	35,508 $856,000
Q1 2022 May 13, 2022	BUY	N/A	16,178 Added 80.1%	36,374 $955,000
Q4 2021 Feb 14, 2022	BUY	N/A	20,196 New	20,196 $549,000
Q4 2019 Feb 13, 2020	SELL	N/A	-9,023 Closed	0 $0
Q3 2019 Nov 14, 2019	BUY	N/A	9,023 New	9,023 $244,000

Others Institutions Holding SJNK

# of Institutions

358

Shares Held

130M

Call Options Held

2.2K

Put Options Held

100

Ilmarinen Mutual Pension Insurance CO Helsinki, H9

15.4M
Shares

$384 Million
4.68% of portfolio
Ameriprise Financial Inc Minneapolis, MN

8.94M
Shares

$224 Million
0.06% of portfolio
State Of New Jersey Common Pension Fund D

7.6M
Shares

$190 Million
0.59% of portfolio
Angeles Investment Advisors, LLC

7.12M
Shares

$178 Million
9.6% of portfolio
Grimes & Company, Inc.

6.92M
Shares

$173 Million
5.41% of portfolio

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