Geo Wealth Management, LLC Spdr Bloomberg 1 10 Year Tips Transaction History

Geo Wealth Management, LLC

$2.33 Billion
Q1 2025

A detailed history of Geo Wealth Management, LLC transactions in Spdr Bloomberg 1 10 Year Tips stock. As of the latest transaction made, Geo Wealth Management, LLC holds 300,215 shares of TIPX stock, worth $5.76 Million. This represents 0.25% of its overall portfolio holdings.

Number of Shares

300,215

Previous 56,178 434.4%

Holding current value

$5.76 Million

Previous $1.04 Million 455.01%

% of portfolio

0.25%

Previous 0.04%

16 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 May 09, 2025	BUY	$18.46 - $19.19 $4.5 Million - $4.68 Million	244,037 Added 434.4%	300,215 $5.76 Million
Q4 2024 Feb 13, 2025	SELL	$18.41 - $18.97 $1,307 - $1,346	-71 Reduced 0.13%	56,178 $1.04 Million
Q3 2024 Nov 12, 2024	BUY	$18.35 - $19.01 $457,006 - $473,444	24,905 Added 79.46%	56,249 $1.07 Million
Q2 2024 Aug 12, 2024	SELL	$18.25 - $18.51 $1.13 Million - $1.14 Million	-61,661 Reduced 66.3%	31,344 $579,000
Q1 2024 May 15, 2024	SELL	$18.4 - $18.66 $1.71 Million - $1.74 Million	-93,005 Closed	0 $0
Q1 2024 May 15, 2024	SELL	$18.4 - $18.66 $787,133 - $798,256	-42,779 Reduced 31.51%	93,005 $1.73 Million
Q4 2023 Feb 13, 2024	SELL	$17.9 - $18.63 $188,988 - $196,695	-10,558 Reduced 7.21%	135,784 $2.52 Million
Q3 2023 Nov 13, 2023	BUY	$18.05 - $18.49 $601,714 - $616,382	33,336 Added 29.5%	146,342 $2.65 Million
Q2 2023 Aug 10, 2023	BUY	$18.41 - $19.02 $839,772 - $867,597	45,615 Added 67.69%	113,006 $2.09 Million
Q1 2023 May 12, 2023	SELL	$18.38 - $19.03 $496,940 - $514,514	-27,037 Reduced 28.63%	67,391 $1.28 Million
Q4 2022 Feb 13, 2023	BUY	$18.25 - $18.84 $543,977 - $561,563	29,807 Added 46.13%	94,428 $1.74 Million
Q3 2022 Nov 14, 2022	BUY	$18.21 - $20.08 $447,128 - $493,044	24,554 Added 61.28%	64,621 $1.18 Million
Q2 2022 Aug 12, 2022	BUY	$19.33 - $20.46 $6,920 - $7,324	358 Added 0.9%	40,067 $780,000
Q1 2022 May 13, 2022	BUY	$20.45 - $21.3 $812,049 - $845,801	39,709 New	39,709 $821,000
Q4 2019 Feb 13, 2020	SELL	$19.47 - $19.66 $371,643 - $375,270	-19,088 Closed	0 $0
Q3 2019 Nov 14, 2019	BUY	$19.47 - $19.64 $371,643 - $374,888	19,088 New	19,088 $373,000

Others Institutions Holding TIPX

# of Institutions

141

Shares Held

64.6M

Call Options Held

Put Options Held

View Full List

About SPDR BLOOMBERG 1-10 YEAR TIPS

Ticker TIPX
Sector ETFs
Industry ETFs

More about TIPX

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.

Account

Geo Wealth Management, LLC Spdr Bloomberg 1 10 Year Tips Transaction History