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
HNDL
Strategy Shs

ETFs
346
New
$20.96 - $22.29 $7.25K - $7.71K
346 $7K
TGB
Taseko Mines LTD

Basic Materials
2.91K
New
$1.89 - $2.65 $5.51K - $7.72K
2.91K $7K
PATH
Ui Path, Inc.

Technology
611
New
$10.75 - $13.24 $6.57K - $8.09K
611 $7K
UPST
Upstart Holdings, Inc.

Financial Services
190
New
$22.9 - $44.11 $4.35K - $8.38K
190 $7K
WPM
Wheaton Precious Metals Corp.

Basic Materials
119
New
$52.04 - $64.22 $6.19K - $7.64K
119 $7K
WINA
Winmark Corp

Consumer Cyclical
19
New
$345.18 - $423.0 $6.56K - $8.04K
19 $7K
CBT
Cabot Corp

Basic Materials
56
New
$86.96 - $111.73 $4.87K - $6.26K
56 $6K
EXPO
Exponent Inc

Industrials
53
New
$93.45 - $115.28 $4.95K - $6.11K
53 $6K
FSV
First Service Corp

Real Estate
35
New
$152.13 - $183.13 $5.32K - $6.41K
35 $6K
FNV
Franco Nevada Corp

Basic Materials
54
New
$116.95 - $131.12 $6.32K - $7.08K
54 $6K
VRIG
Invesco Actively Managed ETF F

ETFs
271
New
$25.05 - $25.21 $6.79K - $6.83K
271 $6K
BSCQ
Invesco Et Self Idxd Fd Tr Bul

ETFs
346
New
$19.2 - $19.63 $6.64K - $6.79K
346 $6K
HYDB
Ishares Tr Edge High Yield Def

ETFs
134
New
$46.14 - $48.06 $6.18K - $6.44K
134 $6K
VLUE
Ishares Msci Usa Value Factor

ETFs
59
New
$99.14 - $109.18 $5.85K - $6.44K
59 $6K
MTSI
Macom Technology Solutions Holdings, Inc.

Technology
59
New
$95.75 - $118.1 $5.65K - $6.97K
59 $6K
NWL
Newell Brands Inc.

Consumer Defensive
791
New
$5.73 - $8.91 $4.53K - $7.05K
791 $6K
PBA
Pembina Pipeline Corp

Energy
150
New
$36.86 - $41.36 $5.53K - $6.2K
150 $6K
SAFT
Safety Insurance Group Inc

Financial Services
76
New
$74.85 - $88.81 $5.69K - $6.75K
76 $6K
SBSW
Sibanye Stillwater LTD

Basic Materials
1.54K
New
$3.18 - $4.96 $4.89K - $7.63K
1.54K $6K
TD
Toronto Dominion Bank

Financial Services
96
New
$54.54 - $64.56 $5.24K - $6.2K
96 $6K
UAA
Under Armour, Inc.

Consumer Cyclical
680
New
$6.37 - $8.94 $4.33K - $6.08K
680 $6K
AX
Axos Financial, Inc.

Financial Services
94
New
$56.59 - $77.61 $5.32K - $7.3K
94 $5K
CSWC
Capital Southwest Corp

Financial Services
200
New
$23.56 - $27.07 $4.71K - $5.41K
200 $5K
CX
Cemex Sab De Cv

Basic Materials
879
New
$5.6 - $6.88 $4.92K - $6.05K
879 $5K
CLF
Cleveland Cliffs Inc.

Basic Materials
408
New
$10.91 - $16.21 $4.45K - $6.61K
408 $5K
ENB
Enbridge Inc

Energy
140
New
$35.27 - $41.18 $4.94K - $5.77K
140 $5K
ESPR
Esperion Therapeutics, Inc.

Healthcare
3.35K
New
$1.61 - $2.73 $5.39K - $9.14K
3.35K $5K
ESS
Essex Property Trust, Inc.

Real Estate
9
+ 0.2%
$272.82 - $272.82 $2.46K - $2.46K
4.6K $1.26M
FDHY
Fidelity Covington Trust High

ETFs
107
New
$47.71 - $49.43 $5.1K - $5.29K
107 $5K
MARB
First Tr Exchange Traded Fd Ii

ETFs
188
+ 2.51%
$19.66 - $20.13 $3.7K - $3.78K
7.68K $151K
FTS
Fortis Inc.

Utilities
116
New
$38.61 - $45.65 $4.48K - $5.3K
116 $5K
BEN
Franklin Resources Inc

Financial Services
280
New
$19.13 - $23.97 $5.36K - $6.71K
280 $5K
FUL
Fuller H B CO

Basic Materials
72
New
$75.6 - $86.2 $5.44K - $6.21K
72 $5K
GGB
Gerdau S.A.

Basic Materials
1.65K
New
$3.02 - $3.5 $4.97K - $5.76K
1.65K $5K
IEX
Idex Corp

Industrials
27
New
$190.56 - $214.98 $5.15K - $5.8K
27 $5K
EMGF
Ishares Msci Emerging Markets

ETFs
70
+ 18.72%
$44.02 - $50.58 $3.08K - $3.54K
444 $22K
KEX
Kirby Corp

Industrials
41
New
$107.57 - $129.59 $4.41K - $5.31K
41 $5K
MLM
Martin Marietta Materials Inc

Basic Materials
12
+ 3.02%
$502.48 - $593.35 $6.03K - $7.12K
410 $220K
OTTR
Otter Tail Corp

Utilities
74
New
$75.49 - $100.47 $5.59K - $7.43K
74 $5K
RYAN
Ryan Specialty Holdings, Inc.

Financial Services
77
New
$56.16 - $68.57 $4.32K - $5.28K
77 $5K
SANM
Sanmina Corp

Technology
80
New
$62.98 - $75.33 $5.04K - $6.03K
80 $5K
SHM
Spdr Nuveen Bloomberg Short Te

ETFs
124
New
$47.01 - $48.2 $5.83K - $5.98K
124 $5K
VIV
Telefonica Brasil S.A.

Communication Services
558
New
$8.08 - $10.27 $4.51K - $5.73K
558 $5K
BMO
Bank Of Montreal

Financial Services
54
New
$79.1 - $90.77 $4.27K - $4.9K
54 $4K
CVE
Cenovus Energy Inc.

Energy
261
New
$16.17 - $20.65 $4.22K - $5.39K
261 $4K
GTLS
Chart Industries Inc

Industrials
34
New
$106.83 - $168.99 $3.63K - $5.75K
34 $4K
CGNX
Cognex Corp

Technology
103
New
$36.85 - $52.91 $3.8K - $5.45K
103 $4K
COMP
Compass, Inc.

Technology
799
New
$3.36 - $6.59 $2.68K - $5.27K
799 $4K
DX
Dynex Capital Inc

Real Estate
320
New
$11.71 - $12.96 $3.75K - $4.15K
320 $4K
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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