Geo Wealth Management, LLC Purchases in Q4 2024

Geo Wealth Management, LLC

  • $2.92 Billion
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
META
Meta Platforms, Inc.

Communication Services
2.23K
+ 12.12%
$554.08 - $632.68 $1.24M - $1.41M
20.6K $12.2M
WELL
Welltower Inc.

Real Estate
13.4K
+ 41.77%
$123.11 - $139.3 $1.65M - $1.87M
45.5K $5.73M
DFNM
Dimensional ETF Tr Natl Mun Bd

ETFs
48.3K
+ 5.04%
$47.65 - $48.6 $2.3M - $2.35M
1.01M $48.1M
VO
Vanguard Mid Cap ETF

ETFs
5.69K
+ 6.56%
$261.5 - $284.63 $1.49M - $1.62M
92.3K $24.4M
CRM
Salesforce, Inc.

Technology
1.72K
+ 11.12%
$270.87 - $367.87 $466K - $632K
17.2K $5.74M
GS
Goldman Sachs Group Inc

Financial Services
1.91K
+ 41.2%
$486.1 - $608.57 $927K - $1.16M
6.53K $3.74M
SPMO
Invesco ETF Tr Ii S&P 500 Mome

ETFs
13.6K
+ 399.65%
$89.97 - $98.59 $1.22M - $1.34M
17K $1.61M
DOCU
Docusign, Inc.

Technology
14.3K
+ 4535.76%
$61.42 - $106.99 $880K - $1.53M
14.6K $1.32M
V
Visa Inc.

Financial Services
1.68K
+ 10.76%
$273.87 - $320.91 $460K - $539K
17.3K $5.47M
IVE
Ishares S&P 500 Value ETF

ETFs
6.19K
+ 392.64%
$189.5 - $206.17 $1.17M - $1.28M
7.77K $1.48M
LCTU
Blackrock ETF Tr Us Carbon Tra

ETFs
16.5K
+ 1563.48%
$62.07 - $66.61 $1.03M - $1.1M
17.6K $1.13M
MRK
Merck & Co., Inc.

Healthcare
15.4K
+ 42.88%
$96.31 - $114.76 $1.48M - $1.76M
51.2K $5.09M
EQIX
Equinix Inc

Real Estate
817
+ 18.54%
$865.69 - $985.0 $707K - $805K
5.22K $4.92M
PWB
Invesco Exchange Traded Fd Tr

ETFs
9.74K
+ 206.88%
$98.04 - $108.11 $955K - $1.05M
14.5K $1.47M
SPG
Simon Property Group Inc

Real Estate
5.33K
+ 23.74%
$167.23 - $183.84 $892K - $980K
27.8K $4.79M
MINT
Pimco ETF Tr Enhanced Sht Matu

ETFs
9.48K
+ 24.23%
$100.22 - $100.73 $950K - $955K
48.6K $4.88M
GOOG
Alphabet Inc.

Communication Services
912
+ 2.84%
$163.08 - $198.16 $149K - $181K
33K $6.29M
TMUS
T Mobile Us, Inc.

Communication Services
3.23K
+ 25.07%
$206.1 - $246.94 $666K - $798K
16.1K $3.56M
VB
Vanguard Small Cap ETF

ETFs
2.99K
+ 5.72%
$233.76 - $261.58 $698K - $781K
55.2K $13.3M
IBDQ
Ishares Ibonds Dec 2025 Term C

ETFs
34.8K
New
$25.0 - $25.11 $869K - $873K
34.8K $870K
AGGY
Wisdomtree Yield Enhanced U.S.

ETFs
20.2K
New
$42.79 - $44.9 $864K - $907K
20.2K $866K
USXF
Ishares Esg Advanced Msci Usa

Technology
17.4K
+ 1821.28%
$48.45 - $52.57 $842K - $913K
18.3K $911K
HYLS
First Tr Tactical High Yield L

ETFs
21.6K
+ 31.33%
$41.29 - $42.03 $894K - $910K
90.8K $3.75M
DLR
Digital Realty Trust, Inc.

Real Estate
3.58K
+ 25.92%
$156.46 - $195.69 $560K - $700K
17.4K $3.08M
DSI
Ishares Msci Kld 400 Social Et

ETFs
7.4K
+ 95.03%
$107.41 - $115.71 $795K - $856K
15.2K $1.67M
SUSC
Ishares Tr Esg Aware Usd Corpo

ETFs
36.4K
+ 2611.4%
$22.65 - $23.8 $825K - $867K
37.8K $859K
IWR
Ishares Russell Mid Cap ETF

ETFs
9.32K
+ 310500.0%
$87.25 - $95.52 $813K - $890K
9.32K $823K
ZM
Zoom Video Communications, Inc.

Technology
9.92K
+ 4220.85%
$67.21 - $89.03 $667K - $883K
10.2K $828K
MS
Morgan Stanley

Financial Services
5.27K
+ 75.44%
$104.42 - $134.99 $550K - $711K
12.3K $1.54M
MDYG
Spdr S&P 400 Mid Cap Growth Et

ETFs
9.06K
New
$86.65 - $94.9 $785K - $860K
9.06K $787K
RPHS
Two Rds Shared Tr Regents Pk H

ETFs
76.6K
+ 3828050.0%
$10.12 - $10.87 $775K - $832K
76.6K $774K
FXU
First Tr Exchange Traded Fd Ut

ETFs
20.1K
New
$37.15 - $41.12 $748K - $828K
20.1K $762K
TCHP
T Rowe Price Exchange Traded F

Technology
18K
New
$39.17 - $43.9 $705K - $790K
18K $757K
SPY
Spdr S&P 500 ETF Trust

ETFs
454
+ 1.18%
$567.81 - $607.81 $258K - $276K
38.9K $22.8M
IJH
Ishares Core S&P Mid Cap ETF

ETFs
11.7K
+ 20106.9%
$61.68 - $67.87 $719K - $791K
11.7K $730K
TIP
Ishares Tr Tips Bd ETF

ETFs
6.81K
+ 1641.2%
$106.33 - $110.69 $724K - $754K
7.23K $769K
LONZ
Pimco ETF Tr Sr Ln Active Exch

ETFs
14.2K
New
$50.81 - $51.59 $720K - $731K
14.2K $724K
XLI
Industrial Sector Spdr

ETFs
5.51K
+ 46.03%
$131.76 - $143.99 $726K - $794K
17.5K $2.3M
SHY
Ishares Barclays 1 3 Year Trea

ETFs
8.13K
+ 358.01%
$81.68 - $82.93 $664K - $675K
10.4K $853K
XLV
Select Sector Spdr Fund Health

ETFs
7.44K
+ 30.79%
$136.28 - $154.74 $1.01M - $1.15M
31.6K $4.35M
NULG
Nuveen Esg Large Cap Growth Et

ETFs
7.26K
New
$81.6 - $90.89 $592K - $660K
7.26K $623K
NFLX
Netflix Inc

Communication Services
96
+ 3.49%
$687.65 - $936.56 $66K - $89.9K
2.85K $2.54M
BAC
Bank Of America Corp

Financial Services
6.97K
+ 10.86%
$39.22 - $47.77 $273K - $333K
71.1K $3.13M
DBMF
Litman Gregory Fds Tr Imgp Dbi

ETFs
22.1K
+ 137918.75%
$26.01 - $28.19 $574K - $622K
22.1K $577K
FTEC
Fidelity Covington Tr Msci Inf

ETFs
1.79K
+ 7.84%
$170.03 - $192.78 $305K - $345K
24.6K $4.56M
TJX
Tjx Companies Inc

Consumer Cyclical
3.89K
+ 13.11%
$112.15 - $127.2 $436K - $495K
33.6K $4.06M
QQQM
Invesco Exchange Traded Fd Tr

ETFs
2.52K
+ 70.27%
$198.04 - $221.51 $498K - $558K
6.1K $1.28M
DIS
Walt Disney CO

Communication Services
4.05K
+ 56.15%
$92.39 - $117.6 $374K - $476K
11.3K $1.25M
BKNG
Booking Holdings Inc.

Consumer Cyclical
46
+ 10.75%
$4100.99 - $5300.34 $189K - $244K
474 $2.36M
Activity Summary
Buys All Purchases 979 New Holdings 226 Increased Positions 753 Sells All Sells 717 Reductions 716 Sold out 1 Options Calls 0 Puts 0
Track This Portfolio

Track Geo Wealth Management, LLC Portfolio

Follow Geo Wealth Management, LLC and customize your updates to receive the information that matters most to you.

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.

Choose your preferred platform and Sign Up 👇 Telegram Email