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
XYL
Xylem Inc.

Industrials
2.94K
+ 97.45%
$126.14 - $141.53 $371K - $416K
5.96K $804K
ADMA
Adma Biologics, Inc.

Healthcare
2.17K
+ 5.52%
$11.21 - $20.03 $24.3K - $43.5K
41.5K $830K
MT
Arcelor Mittal

Basic Materials
14.7K
New
$21.09 - $26.26 $311K - $387K
14.7K $387K
FSTA
Fidelity Covington Tr Msci Con

ETFs
7.52K
New
$47.12 - $51.72 $354K - $389K
7.52K $383K
IJR
Ishares Core S&P Sm Cap ETF

ETFs
3.11K
+ 163.96%
$105.53 - $118.34 $328K - $368K
5.01K $585K
BBUS
J P Morgan Exchg Traded Fd

ETFs
2.36K
+ 9.86%
$93.22 - $103.58 $220K - $245K
26.3K $2.73M
MDT
Medtronic PLC

Healthcare
1.35K
+ 6.07%
$76.84 - $91.03 $104K - $123K
23.7K $2.13M
VHT
Vanguard Health Care ETF

ETFs
1.33K
New
$261.88 - $288.1 $347K - $382K
1.33K $374K
OHI
Omega Healthcare Investors Inc

Real Estate
9.18K
New
$33.55 - $41.29 $308K - $379K
9.18K $373K
OMFS
Invesco Exchange Traded Self I

ETFs
4.48K
+ 7.78%
$35.01 - $39.74 $157K - $178K
62.1K $2.45M
T
At&T Inc.

Communication Services
9.15K
+ 16.91%
$18.21 - $22.28 $167K - $204K
63.3K $1.39M
SCHB
Schwab Strategic Tr Us Broad M

ETFs
5.18K
New
$59.93 - $66.52 $310K - $344K
5.18K $344K
VIG
Vanguard Dividend Appreciation

ETFs
1.89K
+ 83.2%
$182.15 - $182.15 $345K - $345K
4.17K $758K
GS
Goldman Sachs Group Inc

Financial Services
313
+ 7.26%
$459.02 - $510.25 $144K - $160K
4.63K $2.29M
DFSV
Dimensional ETF Tr Dimensional

ETFs
10.1K
+ 79.37%
$28.25 - $31.7 $284K - $319K
22.7K $700K
PLTR
Palantir Technologies Inc.

Technology
9.03K
New
$24.09 - $37.95 $217K - $342K
9.03K $335K
PAVE
Global X Fds Us Infrastructure

ETFs
6.42K
+ 39.51%
$36.39 - $41.16 $234K - $264K
22.7K $933K
DUHP
Dimensional ETF Tr Dimensional

ETFs
9.02K
+ 76.76%
$30.74 - $34.07 $277K - $307K
20.8K $707K
NEA
Nuveen Amt Free Quality Municipal Income Fund

Financial Services
25.9K
+ 71.12%
$11.31 - $11.96 $293K - $310K
62.3K $745K
NOW
Service Now, Inc.

Technology
6
+ 0.2%
$730.87 - $937.36 $4.39K - $5.62K
2.99K $2.68M
PKW
Invesco Exchange Traded Fd Tr

ETFs
2.82K
New
$102.34 - $114.52 $289K - $323K
2.82K $323K
NAD
Nuveen Quality Municipal Income Fund

Financial Services
23.3K
+ 58.56%
$11.72 - $12.38 $273K - $288K
63K $779K
DLR
Digital Realty Trust, Inc.

Real Estate
1.15K
+ 9.12%
$144.47 - $162.98 $167K - $188K
13.8K $2.23M
FBT
First Trust Nyse Arca Biotechn

ETFs
1.8K
New
$152.39 - $172.91 $274K - $311K
1.8K $309K
FLQL
Franklin Templeton ETF Tr Libe

ETFs
5.3K
New
$52.31 - $58.18 $277K - $308K
5.3K $308K
BAX
Baxter International Inc

Healthcare
8.1K
New
$32.85 - $40.26 $266K - $326K
8.1K $307K
FTSM
First Tr Enhanced Traded Fd Iv

ETFs
4.87K
+ 15.34%
$59.61 - $60.15 $290K - $293K
36.6K $2.19M
IYR
Ishares Tr

ETFs
2.81K
+ 1560.56%
$86.93 - $103.61 $244K - $291K
2.99K $304K
CCI
Crown Castle International Corp

Real Estate
961
+ 11.6%
$95.29 - $120.24 $91.6K - $116K
9.25K $1.1M
ESGU
Ishares Trust Ishares Esg Awar

ETFs
2.08K
+ 55.13%
$113.45 - $126.18 $236K - $262K
5.85K $738K
SRLN
Ssga Active Trust

ETFs
6.91K
+ 26.33%
$40.93 - $41.85 $283K - $289K
33.2K $1.39M
XMMO
Invesco Exchange Traded Fd Tr

ETFs
2.12K
+ 43.19%
$110.22 - $120.89 $234K - $257K
7.04K $847K
CHKP
Check Point Software Technologies LTD

Technology
1.19K
+ 72.46%
$165.0 - $195.47 $197K - $233K
2.84K $546K
DGRO
Ishares Core Dividend Growth E

ETFs
3.64K
+ 40.42%
$57.47 - $62.76 $209K - $229K
12.6K $792K
AXON
Axon Enterprise, Inc.

Industrials
596
+ 194.77%
$286.16 - $399.6 $171K - $238K
902 $360K
DHI
Horton D R Inc

Consumer Cyclical
179
+ 3.92%
$135.21 - $197.06 $24.2K - $35.3K
4.75K $905K
FJUL
First Tr Exch Trd Fd Viii Ft C

Technology
5.44K
New
$44.46 - $48.11 $242K - $262K
5.44K $261K
ALTL
Pacer Lunt Large Cap Altenator

Technology
5.5K
+ 39.77%
$34.35 - $38.22 $189K - $210K
19.3K $737K
FSEP
First Tr ETF Viii Cboe Vest Us

ETFs
5.74K
New
$42.73 - $44.94 $245K - $258K
5.74K $257K
FAUG
First Tr ETF Viii Cboe Vest Us

ETFs
5.6K
New
$43.5 - $45.75 $244K - $256K
5.6K $256K
BKNG
Booking Holdings Inc.

Consumer Cyclical
37
+ 9.46%
$3305.62 - $4268.05 $122K - $158K
428 $1.8M
FDLO
Fidelity Covington Tr Low Vola

ETFs
4.01K
New
$56.38 - $61.35 $226K - $246K
4.01K $245K
DYNF
Blackrock ETF Tr U S Equity Fa

ETFs
4.24K
+ 31.66%
$44.24 - $49.47 $188K - $210K
17.6K $872K
BMY
Bristol Myers Squibb CO

Healthcare
2.47K
+ 21.65%
$39.66 - $51.75 $97.9K - $128K
13.9K $717K
SMH
Vaneck ETF Tr Semiconductor Et

ETFs
995
New
$211.47 - $281.27 $210K - $280K
995 $244K
HIW
Highwoods Properties, Inc.

Real Estate
7.22K
New
$25.97 - $33.6 $188K - $243K
7.22K $241K
LRGE
Legg Mason ETF Invt Tr Clearbr

ETFs
3.29K
New
$65.03 - $73.27 $214K - $241K
3.29K $240K
GFL
Gfl Environmental Inc.

Industrials
5.98K
New
$37.64 - $43.49 $225K - $260K
5.98K $238K
HERO
Global X Fds Video Games & Esp

ETFs
8.82K
+ 113.16%
$20.55 - $24.34 $181K - $215K
16.6K $404K
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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