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
MFC
Manulife Financial Corp

Financial Services
344
New
$24.13 - $29.63 $8.3K - $10.2K
344 $10K
NFG
National Fuel Gas CO

Energy
181
New
$54.14 - $61.22 $9.8K - $11.1K
181 $10K
NWS
News Corp New Cl B Com Stk (De

Communication Services
399
+ 14.72%
$26.33 - $29.43 $10.5K - $11.7K
3.11K $86K
RLI
Rli Corp

Financial Services
69
New
$137.07 - $154.98 $9.46K - $10.7K
69 $10K
SAIC
Science Applications International Corp

Technology
74
New
$113.4 - $139.27 $8.39K - $10.3K
74 $10K
QEFA
Spdr Index Shs Fds Msci Eafe S

ETFs
122
+ 0.95%
$74.82 - $74.82 $9.13K - $9.13K
13K $970K
SNX
Td Synnex Corp

Technology
90
New
$109.37 - $122.34 $9.84K - $11K
90 $10K
TW
Tradeweb Markets Inc.

Financial Services
85
New
$104.25 - $123.67 $8.86K - $10.5K
85 $10K
VGSH
Vanguard

ETFs
80
+ 1.89%
$57.74 - $59.13 $4.62K - $4.73K
4.32K $255K
AMRK
A Mark Precious Metals, Inc.

Financial Services
212
New
$32.3 - $46.92 $6.85K - $9.95K
212 $9K
CNI
Canadian National Railway CO

Industrials
121
+ 2.21%
$110.1 - $123.65 $13.3K - $15K
5.6K $655K
EHC
Encompass Health Corp

Healthcare
96
New
$83.97 - $97.17 $8.06K - $9.33K
96 $9K
EQNR
Equinor Asa

Energy
387
New
$24.19 - $29.0 $9.36K - $11.2K
387 $9K
MKTX
Marketaxess Holdings Inc

Financial Services
38
New
$193.39 - $261.08 $7.35K - $9.92K
38 $9K
EDU
New Oriental Education & Technology Group Inc.

Consumer Defensive
123
New
$59.17 - $82.38 $7.28K - $10.1K
123 $9K
OII
Oceaneering International Inc

Energy
368
New
$22.41 - $30.02 $8.25K - $11K
368 $9K
OGS
One Gas, Inc.

Utilities
126
New
$62.22 - $74.44 $7.84K - $9.38K
126 $9K
PETQ
Pet Iq, Inc.

Healthcare
293
New
$20.57 - $30.79 $6.03K - $9.02K
293 $9K
SITE
Site One Landscape Supply, Inc.

Industrials
64
New
$115.64 - $153.52 $7.4K - $9.83K
64 $9K
TNL
Travel & Leisure Co.

Consumer Cyclical
207
New
$40.55 - $49.87 $8.39K - $10.3K
207 $9K
VWO
Vanguard Ftse Emerging Mkts Et

ETFs
82
+ 5.95%
$41.9 - $48.26 $3.44K - $3.96K
1.46K $69K
ALLY
Ally Financial Inc.

Financial Services
248
New
$32.67 - $45.01 $8.1K - $11.2K
248 $8K
CM
Canadian Imperial Bank Of Commerce

Financial Services
135
New
$47.28 - $62.24 $6.38K - $8.4K
135 $8K
CSL
Carlisle Companies Inc

Industrials
7
+ 6.42%
$376.5 - $449.34 $2.64K - $3.15K
116 $52K
CIEN
Ciena Corp

Technology
137
New
$45.77 - $62.46 $6.27K - $8.56K
137 $8K
CTEC
Global X Fds Cleantech ETF

ETFs
598
+ 6.34%
$7.3 - $8.91 $4.37K - $5.33K
10K $83K
GBTC
Grayscale Bitcoin Trust (Btc)

ETFs
167
New
$42.59 - $60.56 $7.11K - $10.1K
167 $8K
BSCO
Invesco Et Self Idxd Fd Tr Bul

ETFs
417
New
$21.05 - $21.17 $8.78K - $8.83K
417 $8K
VNLA
Janus Henderson Short Duration

ETFs
157
+ 21.6%
$48.34 - $49.08 $7.59K - $7.71K
884 $43K
MMYT
Make My Trip LTD

Consumer Cyclical
6
+ 0.17%
$86.09 - $86.09 $517 - $517
3.49K $300K
PECO
Phillips Edison & Company, Inc.

Real Estate
236
New
$32.1 - $38.93 $7.58K - $9.19K
236 $8K
ZG
Zillow Group, Inc.

Communication Services
140
New
$40.35 - $65.79 $5.65K - $9.21K
140 $8K
AVTR
Avantor, Inc.

Basic Materials
304
New
$20.58 - $27.7 $6.26K - $8.42K
304 $7K
BIO
Bio Rad Laboratories, Inc.

Healthcare
21
New
$263.97 - $344.64 $5.54K - $7.24K
21 $7K
BFAM
Bright Horizons Family Solutions Inc.

Consumer Cyclical
53
New
$107.74 - $140.72 $5.71K - $7.46K
53 $7K
CIVI
Civitas Resources, Inc.

Energy
147
New
$49.47 - $72.73 $7.27K - $10.7K
147 $7K
CBSH
Commerce Bancshares Inc

Financial Services
126
New
$55.02 - $65.08 $6.93K - $8.2K
126 $7K
GTES
Gates Industrial Corp PLC

Industrials
421
New
$15.22 - $18.59 $6.41K - $7.83K
421 $7K
IDA
Idacorp Inc

Utilities
70
New
$92.02 - $104.62 $6.44K - $7.32K
70 $7K
IOVA
Iovance Biotherapeutics, Inc.

Healthcare
820
New
$7.28 - $11.9 $5.97K - $9.76K
820 $7K
LMNR
Limoneira CO

Consumer Defensive
278
New
$19.76 - $27.62 $5.49K - $7.68K
278 $7K
LFUS
Littelfuse Inc

Technology
29
New
$233.9 - $274.34 $6.78K - $7.96K
29 $7K
LPX
Louisiana Pacific Corp

Industrials
73
New
$80.06 - $107.45 $5.84K - $7.84K
73 $7K
MGNI
Magnite, Inc.

Communication Services
531
New
$12.37 - $15.84 $6.57K - $8.41K
531 $7K
NWE
Northwestern Corp

Utilities
136
New
$48.68 - $57.27 $6.62K - $7.79K
136 $7K
PII
Polaris Inc.

Consumer Cyclical
86
New
$72.9 - $86.86 $6.27K - $7.47K
86 $7K
SCHC
Schwab Strategic Tr Intl Small

ETFs
204
New
$34.48 - $38.87 $7.03K - $7.93K
204 $7K
SCHO
Schwab Short Term Us Treasury

ETFs
153
+ 15300.0%
$47.93 - $49.06 $7.33K - $7.51K
154 $7K
SCHH
Schwab Strategic U.S. Reit ETF

ETFs
315
New
$19.78 - $23.53 $6.23K - $7.41K
315 $7K
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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