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
HASI
Hannon Armstrong Sustainable Infrastructure Capital, Inc.

Real Estate
131
New
$28.7 - $35.25 $3.76K - $4.62K
131 $4K
ICF
Ishares Tr

ETFs
65
New
$56.77 - $67.33 $3.69K - $4.38K
65 $4K
ACWX
Ishares Msci Acwi Ex Us ETF

ETFs
70
New
$50.99 - $57.81 $3.57K - $4.05K
70 $4K
ITT
Itt Inc.

Industrials
28
New
$125.05 - $150.55 $3.5K - $4.22K
28 $4K
KBR
Kbr, Inc.

Industrials
72
New
$60.85 - $69.36 $4.38K - $4.99K
72 $4K
KNX
Knight Swift Transportation Holdings Inc.

Industrials
86
New
$47.99 - $54.43 $4.13K - $4.68K
86 $4K
MATX
Matson, Inc.

Industrials
32
New
$121.89 - $142.79 $3.9K - $4.57K
32 $4K
MPLX
Mplx LP

Energy
100
New
$40.44 - $45.07 $4.04K - $4.51K
100 $4K
NIO
Nio Inc.

Consumer Cyclical
663
New
$3.67 - $6.68 $2.43K - $4.43K
663 $4K
NTR
Nutrien Ltd.

Basic Materials
93
New
$45.26 - $52.2 $4.21K - $4.85K
93 $4K
PCN
Pimco Corporate & Income Strategy Fund

Financial Services
300
New
$13.08 - $14.19 $3.92K - $4.26K
300 $4K
PIPR
Piper Sandler Companies

Financial Services
17
New
$230.9 - $287.51 $3.93K - $4.89K
17 $4K
RELY
Remitly Global, Inc.

Technology
321
New
$12.07 - $14.58 $3.87K - $4.68K
321 $4K
ROIC
Retail Opportunity Investments Corp

Real Estate
260
New
$12.29 - $15.98 $3.2K - $4.15K
260 $4K
R
Ryder System Inc

Industrials
2
+ 1.27%
$117.21 - $148.66 $234 - $297
159 $23K
SUM
Summit Materials, Inc.

Basic Materials
125
New
$35.61 - $41.78 $4.45K - $5.22K
125 $4K
VDC
Vanguard Consumer Staples ETF

ETFs
19
New
$201.77 - $221.32 $3.83K - $4.21K
19 $4K
AEIS
Advanced Energy Industries Inc

Industrials
37
New
$92.85 - $119.61 $3.44K - $4.43K
37 $3K
ASTS
Ast Space Mobile, Inc.

Communication Services
128
New
$10.72 - $38.6 $1.37K - $4.94K
128 $3K
BCPC
Balchem Corp

Basic Materials
22
New
$154.1 - $181.56 $3.39K - $3.99K
22 $3K
BNS
Bank Of Nova Scotia

Financial Services
65
New
$44.71 - $54.78 $2.91K - $3.56K
65 $3K
BEPC
Brookfield Renewable Corp

Utilities
115
New
$26.92 - $32.89 $3.1K - $3.78K
115 $3K
DFUS
Dimensional ETF Tr U S Equity

ETFs
53
New
$56.04 - $62.2 $2.97K - $3.3K
53 $3K
ET
Energy Transfer LP

Energy
207
New
$15.43 - $16.44 $3.19K - $3.4K
207 $3K
GNL
Global Net Lease, Inc.

Real Estate
403
New
$7.3 - $8.96 $2.94K - $3.61K
403 $3K
GT
Goodyear Tire & Rubber CO

Consumer Cyclical
351
New
$7.63 - $12.31 $2.68K - $4.32K
351 $3K
HTLF
Heartland Financial Usa Inc

Financial Services
53
New
$43.37 - $58.97 $2.3K - $3.13K
53 $3K
ICL
Icl Group Ltd.

Basic Materials
872
New
$3.8 - $4.65 $3.31K - $4.05K
872 $3K
IBP
Installed Building Products, Inc.

Consumer Cyclical
13
New
$198.8 - $270.35 $2.58K - $3.51K
13 $3K
IVT
Inven Trust Properties Corp.

Real Estate
135
New
$24.41 - $29.87 $3.3K - $4.03K
135 $3K
PHDG
Invesco Actively Mngd ETF Tr S

ETFs
60
+ 3.2%
$36.86 - $39.26 $2.21K - $2.36K
1.93K $73K
DBA
Invesco Db Agriculture Fund

ETFs
150
New
$23.26 - $26.55 $3.49K - $3.98K
150 $3K
PGX
Invesco ETF Tr Ii Pfd ETF

ETFs
277
New
$11.52 - $12.52 $3.19K - $3.47K
277 $3K
PPI
Investment Mngers Ser Tr Ii Ax

ETFs
244
New
$14.33 - $15.56 $3.5K - $3.8K
244 $3K
IJH
Ishares Core S&P Mid Cap ETF

ETFs
58
New
$57.32 - $62.65 $3.32K - $3.63K
58 $3K
JBLU
Jetblue Airways Corp

Industrials
578
New
$4.57 - $6.66 $2.64K - $3.85K
578 $3K
LEA
Lear Corp

Consumer Cyclical
36
New
$103.43 - $123.95 $3.72K - $4.46K
36 $3K
LUMN
Lumen Technologies, Inc.

Communication Services
435
New
$1.03 - $7.28 $448 - $3.17K
435 $3K
OPEN
Opendoor Technologies Inc.

Real Estate
1.66K
New
$1.6 - $2.92 $2.65K - $4.83K
1.66K $3K
PARA
Paramount Global

Communication Services
297
New
$9.98 - $11.95 $2.96K - $3.55K
297 $3K
PBRA
Petroleo Bras Ads (Ea Reptg 2
298
New
N/A
298 $3K
SAND
Sandstorm Gold LTD

Basic Materials
500
New
$5.04 - $6.32 $2.52K - $3.16K
500 $3K
SSB
South State Corp

Financial Services
33
New
$75.47 - $101.63 $2.49K - $3.35K
33 $3K
VLU
Spdr S&P 1500 Value Tilt ETF

ETFs
20
New
$169.12 - $184.42 $3.38K - $3.69K
20 $3K
TDOC
Teladoc Health, Inc.

Healthcare
333
New
$6.79 - $10.09 $2.26K - $3.36K
333 $3K
VMI
Valmont Industries Inc

Industrials
12
New
$260.22 - $302.59 $3.12K - $3.63K
12 $3K
SHYD
Vaneck Short High Yield Muni E

ETFs
159
New
$22.24 - $22.81 $3.54K - $3.63K
159 $3K
VMBS
Vanguard Mortg Backed Sec ETF

ETFs
63
+ 27.88%
$44.9 - $47.55 $2.83K - $3K
289 $13K
VTWO
Vanguard Russell 2000 ETF

ETFs
10
+ 2.82%
$81.17 - $90.77 $812 - $908
365 $32K
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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