Geo Wealth Management, LLC Global X Fds Global X Social M Transaction History

Geo Wealth Management, LLC

$2.73 Billion
Q3 2024

Shares

9 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q3 2022 Nov 14, 2022	SELL	$27.74 - $35.11 $68,545 - $86,756	-2,471 Reduced 44.62%	3,067 $84,000
Q2 2022 Aug 12, 2022	BUY	$32.94 - $45.58 $1,350 - $1,868	41 Added 0.75%	5,538 $183,000
Q1 2022 May 13, 2022	BUY	$36.21 - $54.05 $11,152 - $16,647	308 Added 5.94%	5,497 $233,000
Q4 2021 Feb 14, 2022	BUY	$52.14 - $65.88 $41,086 - $51,913	788 Added 17.91%	5,189 $278,000
Q3 2021 Nov 12, 2021	SELL	$60.12 - $72.08 $443,625 - $531,878	-7,379 Reduced 62.64%	4,401 $266,000
Q2 2021 Aug 17, 2021	BUY	$61.41 - $72.64 $59,076 - $69,879	962 Added 8.89%	11,780 $852,000
Q1 2021 May 13, 2021	BUY	$62.15 - $78.16 $10,441 - $13,130	168 Added 1.58%	10,818 $720,000
Q4 2020 Feb 12, 2021	BUY	$49.16 - $62.24 $292,895 - $370,825	5,958 Added 126.98%	10,650 $661,000
Q3 2020 Nov 13, 2020	BUY	$43.62 - $51.75 $204,665 - $242,811	4,692 New	4,692 $231,000

Others Institutions Holding SOCL

# of Institutions

50

Shares Held

1.36M

Call Options Held

0

Put Options Held

5.2K

Daiwa Securities Group Inc. Tokyo, M0

465K
Shares

$19.4 Million
0.09% of portfolio
Pnc Financial Services Group, Inc. Pittsburgh, PA

336K
Shares

$14 Million
0.01% of portfolio
Bank Of America Corp Charlotte, NC

215K
Shares

$8.96 Million
0.0% of portfolio
Susquehanna International Group, LLP Bala Cynwyd, PA

55.4K
Shares

$2.31 Million
0.0% of portfolio
Morgan Stanley New York, NY

52.9K
Shares

$2.2 Million
0.0% of portfolio

About GLOBAL X FDS GLOBAL X SOCIAL M

Ticker SOCL
Sector ETFs
Industry ETFs

More about SOCL

Track This Portfolio

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.