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
VCR
Vanguard Consumer Discretionar

ETFs
9
New
$291.88 - $341.94 $2.63K - $3.08K
9 $3K
VAW
Vanguard Materials ETF

ETFs
15
New
$189.89 - $213.71 $2.85K - $3.21K
15 $3K
VPU
Vanguard Utilities ETF

ETFs
20
New
$146.64 - $174.54 $2.93K - $3.49K
20 $3K
IHDG
Wisdomtree Tr

ETFs
76
New
$42.42 - $46.78 $3.22K - $3.56K
76 $3K
YUMC
Yum China Holdings, Inc.

Consumer Cyclical
67
New
$29.24 - $45.37 $1.96K - $3.04K
67 $3K
ACHC
Acadia Healthcare Company, Inc.

Healthcare
45
New
$63.28 - $81.93 $2.85K - $3.69K
45 $2K
AWR
American States Water CO

Utilities
31
New
$71.55 - $85.38 $2.22K - $2.65K
31 $2K
AMSC
American Superconductor Corp

Industrials
102
New
$18.42 - $32.42 $1.88K - $3.31K
102 $2K
AZPN
Aspen Technology, Inc.

Technology
10
New
$172.9 - $239.26 $1.73K - $2.39K
10 $2K
AVA
Avista Corp

Utilities
69
New
$33.57 - $39.64 $2.32K - $2.74K
69 $2K
BXMT
Blackstone Mortgage Trust, Inc.

Real Estate
137
New
$17.09 - $20.23 $2.34K - $2.77K
137 $2K
CFFN
Capitol Federal Financial, Inc.

Financial Services
371
New
$5.34 - $6.75 $1.98K - $2.5K
371 $2K
CRS
Carpenter Technology Corp

Industrials
16
New
$104.79 - $161.78 $1.68K - $2.59K
16 $2K
CHPT
Charge Point Holdings, Inc.

Consumer Cyclical
2.13K
New
$1.28 - $2.37 $2.72K - $5.04K
2.13K $2K
CCEP
Coca Cola Europacific Partners PLC

Consumer Defensive
10
+ 9.17%
$72.22 - $81.88 $722 - $819
119 $9K
DBX
Dropbox, Inc.

Technology
114
New
$21.42 - $25.44 $2.44K - $2.9K
114 $2K
EC
Ecopetrol S.A.

Energy
315
New
$8.75 - $11.27 $2.76K - $3.55K
315 $2K
ENVX
Enovix Corp

Industrials
236
New
$7.61 - $18.31 $1.8K - $4.32K
236 $2K
EPD
Enterprise Products Partners L.P.

Energy
87
New
$27.88 - $30.0 $2.43K - $2.61K
87 $2K
FTQI
First Trust ETF Vi First Trust

ETFs
119
+ 3.61%
$18.95 - $20.92 $2.26K - $2.49K
3.41K $69K
FLS
Flowserve Corp

Industrials
49
New
$44.46 - $52.53 $2.18K - $2.57K
49 $2K
COPX
Global X Copper Miners ETF

ETFs
50
New
$38.58 - $48.4 $1.93K - $2.42K
50 $2K
GBDC
Golub Capital Bdc, Inc.

Financial Services
166
New
$14.36 - $16.0 $2.38K - $2.66K
166 $2K
HONE
Harbor One Bancorp, Inc.

Financial Services
200
New
$10.69 - $13.58 $2.14K - $2.72K
200 $2K
HRTX
Heron Therapeutics, Inc.

Healthcare
1.46K
New
$1.73 - $3.67 $2.53K - $5.37K
1.46K $2K
HLI
Houlihan Lokey, Inc.

Financial Services
18
New
$134.11 - $161.99 $2.41K - $2.92K
18 $2K
MCHI
Ishares Msci China ETF

ETFs
54
New
$40.43 - $50.98 $2.18K - $2.75K
54 $2K
IWP
Ishares Russell Mid Cap Growth

ETFs
18
New
$103.87 - $117.59 $1.87K - $2.12K
18 $2K
ITRN
Ituran Location & Control Ltd.

Technology
95
New
$24.28 - $29.87 $2.31K - $2.84K
95 $2K
KGC
Kinross Gold Corp

Basic Materials
277
New
$8.02 - $9.84 $2.22K - $2.73K
277 $2K
MAIN
Main Street Capital Corp

Financial Services
56
New
$47.05 - $52.25 $2.63K - $2.93K
56 $2K
MTDR
Matador Resources CO

Energy
48
New
$47.4 - $65.22 $2.28K - $3.13K
48 $2K
OLN
Olin Corp

Basic Materials
61
New
$40.38 - $50.21 $2.46K - $3.06K
61 $2K
STPZ
Pimco ETF Tr 1 5 Yr Us Tips In

ETFs
14
+ 1.3%
$51.45 - $52.96 $720 - $741
1.09K $57K
QS
Quantum Scape Corp

Consumer Cyclical
466
New
$4.83 - $9.14 $2.25K - $4.26K
466 $2K
RDNT
Rad Net, Inc.

Healthcare
30
New
$55.28 - $71.1 $1.66K - $2.13K
30 $2K
JBSS
Sanfilippo John B & Son Inc

Consumer Defensive
30
New
$90.62 - $104.87 $2.72K - $3.15K
30 $2K
SCHD
Schwab Strategic Tr Us Dividen

ETFs
31
New
$77.02 - $85.06 $2.39K - $2.64K
31 $2K
SA
Seabridge Gold Inc

Basic Materials
160
New
$13.33 - $18.56 $2.13K - $2.97K
160 $2K
SLYV
Spdr S&P 600 Small Cap Value E

ETFs
31
New
$77.23 - $87.97 $2.39K - $2.73K
31 $2K
UMBF
Umb Financial Corp

Financial Services
22
New
$81.41 - $108.94 $1.79K - $2.4K
22 $2K
MGV
Vanguard Mega Cap Value

ETFs
19
New
$118.0 - $128.28 $2.24K - $2.44K
19 $2K
VKTX
Viking Therapeutics, Inc.

Healthcare
44
New
$49.84 - $70.47 $2.19K - $3.1K
44 $2K
ASO
Academy Sports & Outdoors, Inc.

Consumer Cyclical
34
New
$47.78 - $62.75 $1.62K - $2.13K
34 $1K
AVAV
Aero Vironment Inc

Industrials
7
New
$164.14 - $204.5 $1.15K - $1.43K
7 $1K
AIN
Albany International Corp

Consumer Cyclical
19
New
$81.29 - $94.16 $1.54K - $1.79K
19 $1K
ABEV
Ambev S.A.

Consumer Defensive
539
New
$2.04 - $2.44 $1.1K - $1.32K
539 $1K
ANIP
Ani Pharmaceuticals Inc

Healthcare
29
New
$54.33 - $65.72 $1.58K - $1.91K
29 $1K
AUR
Aurora Innovation, Inc.

Technology
199
New
$2.81 - $6.4 $559 - $1.27K
199 $1K
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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