Geo Wealth Management, LLC Purchases in Q3 2024

Geo Wealth Management, LLC

  • $2.73 Billion
  • Q3 2024
Stock Shares change Price Range Shares Held Trade History
SOFI
So Fi Technologies, Inc.

Financial Services
3.64K
New
$6.32 - $8.19 $23K - $29.8K
3.64K $28K
TYL
Tyler Technologies Inc

Technology
48
New
$499.52 - $595.46 $24K - $28.6K
48 $28K
GPN
Global Payments Inc

Industrials
270
New
$92.66 - $112.97 $25K - $30.5K
270 $27K
SDG
Ishares Trust Ishares Msci Glo

ETFs
323
New
$74.95 - $85.33 $24.2K - $27.6K
323 $27K
IWM
Ishares Russell 2000 ETF

ETFs
23
+ 1.91%
$200.87 - $224.6 $4.62K - $5.17K
1.23K $270K
USIG
Ishares Tr Broad Usd Inbd Etfv

ETFs
524
New
$49.82 - $52.8 $26.1K - $27.7K
524 $27K
NYT
New York Times CO

Communication Services
494
New
$51.1 - $55.66 $25.2K - $27.5K
494 $27K
PDD
Pinduoduo Inc.

Consumer Cyclical
207
New
$89.17 - $151.11 $18.5K - $31.3K
207 $27K
RL
Ralph Lauren Corp

Consumer Cyclical
140
New
$158.53 - $197.61 $22.2K - $27.7K
140 $27K
ADI
Analog Devices Inc

Technology
87
+ 2.91%
$200.56 - $243.33 $17.4K - $21.2K
3.08K $708K
COLB
Columbia Banking System, Inc.

Financial Services
1.02K
New
$19.13 - $26.99 $19.5K - $27.4K
1.02K $26K
CORT
Corcept Therapeutics Inc

Healthcare
568
New
$29.51 - $46.26 $16.8K - $26.3K
568 $26K
DFUV
Dimensional ETF Tr Us Marketwi

ETFs
632
New
$38.51 - $41.69 $24.3K - $26.3K
632 $26K
MDIV
First Trust Multi Asset Divers

ETFs
1.6K
New
$15.69 - $16.76 $25.2K - $26.9K
1.6K $26K
HRL
Hormel Foods Corp

Consumer Defensive
834
New
$30.04 - $33.14 $25.1K - $27.6K
834 $26K
NGVT
Ingevity Corp

Basic Materials
687
New
$32.91 - $47.24 $22.6K - $32.5K
687 $26K
BBWI
Bath & Body Works, Inc.

Consumer Cyclical
814
New
$26.71 - $39.42 $21.7K - $32.1K
814 $25K
ELF
E.L.F. Beauty, Inc.

Consumer Defensive
237
New
$109.03 - $210.9 $25.8K - $50K
237 $25K
EXEL
Exelixis, Inc.

Healthcare
992
New
$21.96 - $27.6 $21.8K - $27.4K
992 $25K
ING
Ing Groep Nv

Financial Services
42
+ 0.18%
$16.55 - $18.66 $695 - $784
23.5K $427K
TAP
Molson Coors Beverage CO

Consumer Defensive
45
+ 1.32%
$49.94 - $57.52 $2.25K - $2.59K
3.45K $198K
MUNI
Pimco ETF Tr Inter Mun Bd Acti

ETFs
472
+ 61.22%
$51.78 - $52.98 $24.4K - $25K
1.24K $65K
SMMU
Pimco ETF Tr Sht Term Mun Bd A

ETFs
505
New
$49.69 - $50.5 $25.1K - $25.5K
505 $25K
FNDE
Schwab Fundamental Emerging Mk

ETFs
780
New
$28.02 - $32.68 $21.9K - $25.5K
780 $25K
UNM
Unum Group

Financial Services
34
+ 1.27%
$49.81 - $59.44 $1.69K - $2.02K
2.71K $161K
ADC
Agree Realty Corp

Real Estate
329
New
$61.47 - $76.71 $20.2K - $25.2K
329 $24K
RE
Everest Re Group LTD

Financial Services
67
New
N/A
67 $24K
FEM
First Trust Emerging Markets A

ETFs
969
+ 8.63%
$22.14 - $24.52 $21.5K - $23.8K
12.2K $292K
JD
Jd.Com, Inc.

Consumer Cyclical
608
New
$24.95 - $40.01 $15.2K - $24.3K
608 $24K
POOL
Pool Corp

Industrials
64
New
$296.17 - $376.8 $19K - $24.1K
64 $24K
SE
Sea LTD

Consumer Cyclical
255
New
$59.94 - $94.83 $15.3K - $24.2K
255 $24K
TKC
Turkcell Iletisim Hizmetleri A S

Communication Services
3.58K
New
$6.68 - $8.2 $23.9K - $29.4K
3.58K $24K
CSWI
Csw Industrials, Inc.

Industrials
64
New
$263.55 - $370.84 $16.9K - $23.7K
64 $23K
EVR
Evercore Inc.

Financial Services
11
+ 2.38%
$211.0 - $258.67 $2.32K - $2.85K
473 $119K
FLEX
Flex Ltd.

Technology
710
New
$28.1 - $34.0 $20K - $24.1K
710 $23K
PTC
Ptc Inc.

Technology
128
New
$164.85 - $187.32 $21.1K - $24K
128 $23K
SSNC
Ss&C Technologies Holdings Inc

Technology
320
New
$61.42 - $76.46 $19.7K - $24.5K
320 $23K
SNV
Synovus Financial Corp

Financial Services
539
New
$39.32 - $47.62 $21.2K - $25.7K
539 $23K
VOYA
Voya Financial, Inc.

Financial Services
291
New
$64.58 - $79.22 $18.8K - $23.1K
291 $23K
COLD
Americold Realty Trust

Real Estate
27
+ 0.34%
$25.65 - $30.24 $693 - $816
7.96K $224K
ARES
Ares Management Corp

Financial Services
144
New
$133.73 - $158.05 $19.3K - $22.8K
144 $22K
BERY
Berry Global Group, Inc.

Consumer Cyclical
326
New
$58.01 - $69.08 $18.9K - $22.5K
326 $22K
CR
Crane Holdings, Co.

Industrials
142
New
$140.34 - $160.42 $19.9K - $22.8K
142 $22K
IYF
Ishares Tr

ETFs
220
New
$93.83 - $105.05 $20.6K - $23.1K
220 $22K
PTEN
Patterson Uti Energy Inc

Energy
2.95K
New
$7.5 - $11.0 $22.1K - $32.4K
2.95K $22K
PNFP
Pinnacle Financial Partners Inc

Financial Services
231
New
$76.97 - $100.56 $17.8K - $23.2K
231 $22K
RY
Royal Bank Of Canada

Financial Services
181
New
$105.65 - $124.73 $19.1K - $22.6K
181 $22K
AN
Autonation, Inc.

Consumer Cyclical
121
New
$156.14 - $190.72 $18.9K - $23.1K
121 $21K
DSGX
Descartes Systems Group Inc

Technology
209
New
$93.79 - $104.9 $19.6K - $21.9K
209 $21K
Activity Summary
Buys All Purchases 1224 New Holdings 875 Increased Positions 349 Sells All Sells 473 Reductions 473 Sold out 0 Options Calls 0 Puts 0
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