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
BHB
Bar Harbor Bankshares

Financial Services
16
New
$25.47 - $33.03 $408 - $528
16 $0
BDC
Belden Inc.

Technology
5
New
$89.54 - $117.13 $448 - $586
5 $0
BDTX
Black Diamond Therapeutics, Inc.

Healthcare
26
New
$4.2 - $6.58 $109 - $171
26 $0
LCTD
Blackrock ETF World Ex Us Carb
242
New
N/A
242 $0
BOKF
Bok Financial Corp

Financial Services
6
New
$87.91 - $107.34 $527 - $644
6 $0
BOX
Box Inc

Technology
22
New
$24.92 - $33.45 $548 - $736
22 $0
BHR
Braemar Hotels & Resorts Inc.

Real Estate
221
New
$2.49 - $3.87 $550 - $855
221 $0
Brookfield Asset Managmt LTD
204
New
N/A
204 $0
Brookfield Corp
76
+ 10.97%
N/A
769 $0
Brookfield Infrastructure CO
919
New
N/A
919 $0
Canadian Pacific Kansas City
713
+ 7.72%
N/A
9.95K $0
Canopy Growth Corp
10
New
N/A
10 $0
CG
Carlyle Group Inc.

Financial Services
21
New
$37.24 - $49.74 $782 - $1.04K
21 $0
Cava Group Inc
19
New
N/A
19 $0
Celestica Inc
797
New
N/A
797 $0
CAKE
Cheesecake Factory Inc

Consumer Cyclical
7
New
$34.24 - $41.13 $240 - $288
7 $0
CHDN
Churchill Downs Inc

Consumer Cyclical
2
New
$130.35 - $145.0 $261 - $290
2 $0
CWENA
Clearway Energy Inc Cl A
27
New
N/A
27 $0
Coherent Corp
45
New
N/A
45 $0
Columbia ETF Tr I
117
+ 0.51%
N/A
23.1K $0
Cooper Cos Inc
364
New
N/A
364 $0
Crane Company
161
New
N/A
161 $0
CRH.L
Crh PLC

Basic Materials
382
New
N/A
382 $0
DNMR
Danimer Scientific, Inc.

Basic Materials
119
New
$0.3 - $0.68 $35.7 - $80.9
119 $0
Dimensional ETF Trust
7.3K
+ 102.18%
N/A
14.4K $0
Dimensional ETF Trust
2.19K
+ 29.3%
N/A
9.67K $0
Dimensional ETF Trust
690
+ 1971.43%
N/A
725 $0
Dimensional ETF Trust
2.14K
+ 80.26%
N/A
4.8K $0
Dimensional ETF Trust
2.09K
+ 1833.33%
N/A
2.2K $0
GUSH
Direxion Shs ETF Tr Daily S&P

ETFs
0
New
$26.17 - $36.7 $0 - $0
0 $0
Doubleline ETF Trust
199
New
N/A
199 $0
BROS
Dutch Bros Inc.

Consumer Cyclical
6
New
$29.1 - $42.81 $175 - $257
6 $0
Ea Series Trust
25.2K
New
N/A
25.2K $0
Elevation Series Trust
19K
New
N/A
19K $0
Elevation Series Trust
10.1K
New
N/A
10.1K $0
EVLV
Evolv Technologies Holdings, Inc.

Industrials
54
New
$2.41 - $4.47 $130 - $241
54 $0
F&G Annuities & Life Inc
66
New
N/A
66 $0
Ferguson Enterprises Inc
322
New
N/A
322 $0
FREL
Fidelity Covington Tr Msci Rea

ETFs
2
New
$25.07 - $29.94 $50.1 - $59.9
2 $0
FBMS
First Bancshares Inc

Financial Services
10
New
$24.66 - $34.26 $247 - $343
10 $0
FTGS
First Tr Exchange Traded Fd Gr
15.2K
+ 118.23%
N/A
28.1K $0
First Tr Exchange Traded Fd
5.62K
+ 15.71%
N/A
41.4K $0
QCLN
First Tr Nasdaq Clean Edge Gre

ETFs
0
New
$31.67 - $39.16 $0 - $0
0 $0
First Tr Exchng Traded Fd Vi
13
New
N/A
13 $0
FFEB
Ft Tr ETF Viii Ft Cboe Vest Us
35.2K
+ 1146.09%
N/A
38.3K $0
First Tr Exchng Traded Fd Vi
5.86K
New
N/A
5.86K $0
First Tr Exchng Traded Fd Vi
1.21K
New
N/A
1.21K $0
Flutter Entmt PLC
4
New
N/A
4 $0
Frontline PLC
264
New
N/A
264 $0
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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